Meta's stock is enjoying its best month in more than two years thanks to the company's hot new AI assistant
Muse is gaining popularity and helping convince investors that Meta's AI bets are paying off.
Follow the latest financial and economic news, market updates, reports, and analysis on PipVero.
Muse is gaining popularity and helping convince investors that Meta's AI bets are paying off.
The average of price targets set by Wall Street analysts indicates a potential upside of 46.6% in Nvidia (NVDA). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
Newly revealed court files show that what AI companies say behind the scenes doesn't always line up with what they tell the public.
China headlines, a tech selloff, and a $279 billion supply commitment that could go sideways if AI demand fades: here is why one investor keeps adding to Nvidia anyway.
The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now forcing Microsoft and Amazon to answer uncomfortable questions about whether their AI stacks can actually be trusted.

Amazon and Alphabet are together pouring close to $400 billion into AI infrastructure this year, and the race to turn that mountain of spending into actual profit is about to get very interesting heading into 2027.

Nvidia investors have spent years watching GPU demand, hyperscaler spending and competition from custom AI chips. But one number in the company's latest filing deserves equal attention: $108.5 billion.

Amazon blocked Meta's new Muse AI agent from shopping on Amazon.
Amazon's revenue towers over Uber's across eight quarters, yet both companies posted double-digit operating margins in Q2 2026 - a rare efficiency metric worth watching.

Meta Platforms is positioned for long-term growth, driven by multiple catalysts including AI tools, custom chips, and subscription services. META's Muse AI suite, custom MTIA chips, and Meta One subscriptions are expected to generate recurring revenue and cost efficiencies, leveraging its 3B+ user base. Valuation remains attractive with a PEG ratio of 1.09, below the sector median, supporting potential annual gains in line or better than expected 12% EPS growth.

I track dividend increases across 1,200+ stocks, highlighting 10 notable raises this week, including MCD, MSFT, JPM, and INGR. MSFT stands out for quality (9.29 score, AAA rating), low payout (20%), and dividend safety, though its 0.79% yield is modest. MCD celebrates its 50th consecutive increase, achieving Dividend King status, but its D- safety grade and weak credit metrics warrant caution.

CEO Jensen Huang believes the company will double the number of chips it sells next year. Nvidia's stock is not priced at a premium.

The closely followed investor started loading up on the stock earlier this year. In dollar terms, Microsoft became Pershing Square's second-largest tech holding.

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

Does Muse change the Meta Platforms (META) AI thesis? Seema Shah says, not quite.