Meta Platforms, Inc. - Class A Common Stock (META)

Constellation Energy shares surged after Alphabet's Google signed 20-year and 15-year power deals totaling 3,590 megawatts, tied to reactor uprates rather than new plants.

The stock has been rallying since unveiling its new AI agent, but I don't think the excitement will last.

Meta, Dell, and Okta led September's analyst upgrades as tech topped the S&P 500 sectors, with new price targets pointing to further upside for all three stocks.

Amazon, CoreWeave, and Equinix will all profit from the AI boom.

Nvidia stock has risen nearly tenfold since the start of the artificial intelligence (AI) revolution.

Shares in both companies have considerably outpaced the overall market in the last decade.

Vistra Corp anticipates $4.2 billion in federal funding to boost nuclear capacity at three plants, while 20-year power deals with Meta and New Era Energy underpin its AI-driven growth despite high debt.

Arista Networks is the central nervous system for many AI data centers.

I've curated the best opportunities in my purview.

Amazon signed a multi-year, $1 billion-plus deal with Synopsys to advance its custom chip strategy, aiming to cut NVIDIA reliance and improve AWS economics as shares attempt to stabilize.

NVIDIA, MongoDB, and Talen Energy announced major buyback expansions, totaling $235 billion, $1.35 billion, and $3.0 billion respectively, signaling confidence amid differing 2026 stock performance.

The AI infrastructure boom is getting so big that the industry's biggest challenge is increasingly becoming physical scarcity.

Shareholders have their sights on the business hitting a $2 trillion market cap.

The tech sector can continue outperforming the S&P 500 over the long term.

How much of the chipmaker might two of its big customers wind up owning?

How exposed are shareholders if one of its two largest customers pulls back?

Whether it be online shopping or social media, secular forces are propelling consumer internet businesses forward. But it’s not all sunshine and rainbows as ...

Peter Thiel has scored some big wins as a tech investor and company founder, but that doesn't mean everything he touches will turn to gold.

AI compute pricing is already slipping, and a Stansberry analyst sees better odds in four beaten-down energy stocks built around off-grid and geothermal power

Both semiconductor companies are poised to grow at an incredible pace due to the incredible demand for memory and custom AI processors.

Both trade under their peaks. What might carry each through the rest of the decade?

Alphabet trades at a lower valuation multiple despite slower growth, while Meta invests heavily in hardware amid regulatory headwinds.

The popular AI agent can do your shopping for you as long as you don't shop on Amazon.

Copper supply is struggling to keep up with surging demand from AI data centers and power grid upgrades.