Summary - Meta Platforms remains a Strong Buy as accelerating AI-driven revenue growth and engagement offset near-term expense and cash flow headwinds. - Q2 revenue rose 28% YoY to $60.8B, but EPS missed due to a 55% cost increase; operating leverage is expec…
AWS just posted $42.2 billion in revenue with its fastest growth in 18 quarters and the AI platform saw more spending last quarter than in every prior quarter since launch combined.
Artificial intelligence has become one of the market’s defining investment themes, but the conversation often centers on chipmakers or AI start-ups chasing the next breakthrough. This earnings season told a different story. Amazon (NASDAQ:AMZN | AMZN Price Pr…
‘We let you down this month:' Read Leopold Aschenbrenner's letter to investors after his fund lost 67% this monthBusiness Insider How Leopold Aschenbrenner built a $45 billion AI hedge fund — and lost most of it in daysCNBC The market’s big AI doubts are expo…
The latest release in DeepSeek's V4 family, "with substantially enhanced agentic capabilities". It's 304 billion parameters - 167GB on Hugging Face - but it appears to punch well above its …
