We came across a bullish thesis on Meta Platforms, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.

How Apple, Amazon, Meta, and Google are battling it out for AI supremacy. A decade ago, we argued about which app would win your attention. Now the fight is over who mediates it. AI assistants are ...

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Apple shareholders should be glad Eddy Cue isn’t running the iPhone maker. As a story we published today revealed, Cue has ...

Alphabet Inc.'s Google Cloud lands a $10B Meta deal, challenging AWS and Azure. Click for my updated look at GOOGL stock and ...

Moonfruit reports brands are rapidly shifting ad budgets to digital, driven by AI, precision, and less reliance on ...

According to Bernstein analyst Mark Shmulik, Meta (META) is on track to catch up to Google Search (GOOGL) (GOOG) in ad revenues by the end of 2026, thanks to its "gravity-defying ad-revenue ...

In today's ExchangeWire Digest: Walmart grows ads business by 46%; TikTok draws backlash for mandatory AI tool; OpenAI ...

By securing a billion-dollar stake in the world’s largest eyewear maker with a massive retail footprint, Meta is building ...

Ultimately, Meta's deal with Google Cloud will more than likely take Alphabet stock a leg higher, but investors should expect ...

Meta has reportedly inked a $10 billion deal with Google for the use of its cloud services.

Whistleblower claims Meta deliberately exaggerated the success of its Shops ads to mitigate revenue losses caused by Apple’s privacy restrictions on iOS tracking.