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Meta in Menlo Park
Meta in Menlo Park: hiring, expansion, leadership and results.
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Broadcom Shares Decline Amid AI Slowdown Concerns
2+ hour, 13+ min ago (636+ words) ë¸ë¡ëì»´ 주ê°ë AI ê°ë° ìë ëíì ëí ê´ë²ìí ì°ë ¤ê° 커ì§ë©´ì 4.89% íë½ ë§ê°íë¤. AI ì°ì 리ëë¤ì´ ê…...
Broadcom Drops Over 4% as $21.7 Billion AI Forecast Meets Slowdown Fears
1+ hour, 10+ min ago (302+ words) Broadcom expects another surge in AI-chip sales, making Monday's selloff a direct test of infrastructure-spending confidence. Oops, something went wrong Broadcom Drops Over 4% as $21.7 Billion AI Forecast Meets Slowdown Fears This article first appeared on GuruFocus. Broadcom shares fell over…...
Why Google and Meta Stocks Are the Big Winners From the Latest AI Concerns
2+ hour, 20+ min ago (144+ words) Google owner Alphabet and Facebook parent Meta Platforms have been frustrating stocks to own in 2026—but they were getting some love from investors on Monday, even as a broader tech selloff raged on. Alphabet climbed 2.7% and Meta added 2.9% in Monday…...
CAPITAL IDEAS: Will 2027 rhyme with 1999? The AI buildout isn???t finished, and the bull market might not be either.
18+ hour, 33+ min ago (920+ words) Many people hate data centers. In the Axios article “China is secretly fueling America’s data center rage,” it was revealed that 61 percent of Americans oppose building new data centers in their area. Only 24 percent of Americans say building new data…...
Meta May Be an AI Winner After All: Morgan Stanley
18+ hour, 10+ min ago (426+ words) Morgan Stanley’s determination that Meta may win a large piece of the $30 trillion consumer AI pie buoys a firm viewed as an AI also-ran. Mark Zuckerberg is having just about as tough a year as a centibillionaire can have. Shares…...
Can AI Productivity Grow Fast Enough to Justify Big Tech’s Spending?
1+ day, 2+ hour ago (494+ words) In Brief: New Wharton research finds that Big Tech’s $1 trillion AI bet may require productivity to nearly triple or risk becoming history’s largest capital misallocation. AI Is Producing More Software. Why Isn’t It Being Used? - Image Credit Unsplash+ The trillion…...
Ten Cap looks to AI infrastructure to turn 2026 around
3+ day, 13+ hour ago (703+ words) After a turbulent first half of 2026, boutique fund manager Ten Cap is looking to AI infrastructure, healthcare and active stock-picking to drive its next leg of growth. At a Sydney event on 10 September, portfolio manager Jun Bei Liu, co-founder Jason…...
PhonePe expands AI across consumer, merchant and corporate operations
1+ day, 5+ hour ago (558+ words) Fintech targets measurable gains as automation reaches 94 per cent of customer support MUMBAI: PhonePe is putting AI to work, but the fintech does not want to sprinkle it everywhere just for the sake of saying it did. The company is expanding…...
Broadcom Stock Fell 3% After Earnings Despite Immense AI Chip Demand
3+ day, 5+ hour ago (195+ words) With massive revenue ramps to OpenAI and Anthropic, here’s what we thought of Broadcom’s earnings report. Broadcom released its fiscal third-quarter earnings report on Sept. 2. Here’s Morningstar’s take on Broadcom’s earnings and stock. Why it matters: 2028 guidance beat our model…...
The AI Bubble Has Reached the Point of No Return: Now the Debt Must Pay for the Growth.
1+ day, 17+ hour ago (36+ words) Inside the $3.5 trillion debt machine financing the AI boom — and why the cash-flow math no longer adds …...