As Berkshire Hathaway enters a new era under Greg Abel, analysts question a notable omission from its tech holdings: Meta Platforms. Despite boasting one of the world's widest economic moats, the social media giant never made the cut for Warren Buffett.
With a market cap nearing $2 trillion, Meta Platforms is leveraging massive AI investments to drive user engagement and ad revenue, positioning itself as a prime candidate to join the elite $3 trillion valuation club alongside tech titans like Nvidia and Microsoft.
While the AI sector is crowded with high-flyers, Meta Platforms presents a unique value proposition. Trading at a reasonable valuation, the social media behemoth's heavy investments in AI research and development could unlock its next major growth phase.
A subtle but notable adjustment in analyst models for SKYX Platforms (SKYX) has pushed its fair value estimate slightly higher, reflecting a recalibrated balance between growth potential and perceived risk. While core assumptions remain steady, the move signals evolving sentiment on the company's trajectory.
Despite robust revenue growth in 2025, Meta Platforms' stock underperformed the market. With a strategic pivot towards high-return AI investments and new advertising frontiers, analysts see the social media giant as attractively valued for a potential comeback this year.
Snowflake CEO Sridhar Ramaswamy addresses investor fears that AI will disrupt traditional software firms, arguing data platforms are uniquely positioned for growth as his company announces a major new deal with OpenAI.
Keefe Bruyette & Woods raises its price target on Riot Platforms (RIOT) to $23, citing a new long-term agreement with AMD that provides revenue visibility and supports the company's high-performance computing strategy.
The Internal Revenue Service is set to enforce stricter income reporting requirements for users of popular payment apps starting in 2025, lowering the threshold for what constitutes taxable activity in the gig and digital marketplace economy.
U.S. authorities are probing whether cryptocurrency exchanges have become a multi-billion-dollar backchannel for Iran to bypass international sanctions, as digital asset usage surges amid the country's economic isolation and currency crisis.
The derivatives exchange is in early talks to reintroduce binary options for individual investors, aiming to capture the growing appetite for event-based wagering while staying within regulated financial markets.
Franklin Resources (BEN) reported robust Q1 2026 results, highlighted by record long-term inflows of $118.6B and AUM reaching $1.68T. CEO Jenny Johnson emphasized strong demand for integrated public-private market solutions and personalized investment strategies amid ongoing market volatility.
As Meta Platforms flirts with a $2 trillion valuation, its decision to forgo a stock split is seen by some analysts as a missed chance to court the growing ranks of everyday investors on Wall Street.
Meta Platforms (META) delivered a robust fourth-quarter earnings beat, driven by surging advertising revenue and AI-driven efficiency gains. The strong results prompted at least one analyst to raise their price target, with management projecting continued profit growth into 2026.
NVIDIA Corporation's strategic positioning at the center of the AI infrastructure boom continues to draw bullish investor sentiment. Analysts point to robust free cash flow growth, massive projected revenue from new platforms, and the enduring impact of AI scaling laws as key drivers for long-term value.
Synthetic biology firm Twist Bioscience has lifted its full-year revenue guidance, citing robust demand for its AI-powered DNA and protein platforms. The announcement, coupled with strategic equity grants to new hires, underscores the company's aggressive push to capitalize on the booming intersection of AI and biotech, even as its long-term stock performance reveals underlying volatility.
CNBC's Jim Cramer challenged the prevailing market sentiment that reduces Meta Platforms to merely an advertising business with a side project in smart glasses, arguing the company's recent strong quarter and its investments in AI and the metaverse are being undervalued by critics.
Defying recent Wall Street skepticism over soaring AI investments, Meta Platforms' robust earnings report, fueled by a 24% jump in ad revenue, has vindicated CEO Mark Zuckerberg's aggressive capital expenditure strategy and delighted investors.
As AI agents evolve from research assistants to fully autonomous shoppers, e-commerce giants face an existential challenge: adapt their platforms or risk becoming mere backend fulfillment for a new generation of AI-driven marketplaces.
Advanced Micro Devices (AMD) delivered a robust fourth quarter for 2025, surpassing revenue forecasts with $10.27 billion in sales and issuing optimistic guidance, fueled by strong demand for its AI and high-performance computing platforms.
CNBC's Jim Cramer highlights a dramatic turnaround for Meta Platforms, arguing its heavy investment in artificial intelligence is fundamentally reshaping the company's trajectory and market perception.
