In an era where data drives decisions and valuations, organizations that master AI-enhanced data integrity will command ...

Mark Zuckerberg is on a roll, and he’s not slowing down. Back in April, Meta Platforms ($META) delivered a blockbuster Q1, ...

Meta’s massive AI investments lift its stock, but rising valuations and macro risks prompt questions about how long the rally ...

Jabil's profitability faces near-term pressure due to rapid AI-related investments, and margin expansion is not guaranteed if ...

Artificial intelligence is undergoing a fundamental shift toward cost efficiency, accessibility, and real-world applications over sheer scale. This was highlighted during the DeepSeek craze that rattl ...

We don't view these investments as having an impact on our $770 fair value estimate for wide-moat Meta. With Scale AI expecting $2 billion in sales this year, we estimate the firm's valuation ...