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6:39 AM | Sunday | May 17, 2026 Seeking Alpha

2 Undervalued Growth Stocks That I'm Aggressively Buying

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12:37 PM | Saturday | May 16, 2026 247 Wallst

The Staggering Number Jensen Huang Just Revealed Changes Everything About AI

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12:15 PM | Saturday | May 16, 2026 Fool - Investing News

NuScale Power Down From All-Time Highs -- What Investors Should Expect Next

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5:24 AM | Saturday | May 16, 2026 Seeking Alpha

Meta: Still A Mag 7 Bargain

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5:24 AM | Saturday | May 16, 2026 Seeking Alpha

Meta: Still A Mag 7 Bargain

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11:30 AM | Friday | May 15, 2026 Schwab Network

Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case

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11:02 AM | Friday | May 15, 2026 Barrons

Microsoft, Meta, Amazon and Google. Is Ackman's Hedge Fund Just a Mag 7 Play?

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10:29 AM | Friday | May 15, 2026 24/7 Wall Street

If an AI Bubble Forms and Pops, the Mag 7 Won't All React the Same Way

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10:00 AM | Friday | May 15, 2026 Zacks Investment Research

Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know

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9:23 AM | Friday | May 15, 2026 The Motley Fool

Meta vs. Snap: What Do Their Quarterly Revenue Trends Tell Investors?

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8:27 AM | Friday | May 15, 2026 Proactive Investors

UBS warns AI stocks are overheating as growth expectations collide with history

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7:36 AM | Friday | May 15, 2026 24/7 Wall Street

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%).

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7:34 AM | Friday | May 15, 2026 247 Wallst

The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: "Most of the Time, Things Don’t Go According to Plan."

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5:06 AM | Friday | May 15, 2026 Fool - Investing News

Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications

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2 Undervalued Growth Stocks That I'm Aggressively Buying

Seeking Alpha

6:39 AM | Sunday | May 17, 2026

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MercadoLibre and Meta offer compelling risk-reward profiles amid current market conditions and are core positions in my portfolio. MELI's margin guidance reset to 7% for 2026 has pressured shares, but accelerating top-line growth and long-term investments support a bullish outlook. META's increased capex and AI-driven ad monetization improvements are misunderstood by the market; the stock trades at a forward P/E of just 19x with 35% upside to consensus targets.

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6:39 AM | Sunday | May 17, 2026

2 Undervalued Growth Stocks That I'm Aggressively Buying

Seeking Alpha

MercadoLibre and Meta offer compelling risk-reward profiles amid current market conditions and are core positions in my portfolio. MELI's margin guidance reset to 7% for 2026 has pressured shares, but accelerating top-line growth and long-term investments support a bullish outlook. META's increased capex and AI-driven ad monetization improvements are misunderstood by the market; the stock trades at a forward P/E of just 19x with 35% upside to consensus targets.

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12:37 PM | Saturday | May 16, 2026

The Staggering Number Jensen Huang Just Revealed Changes Everything About AI

247 Wallst

The U.S. electricity grid hasn't faced a demand shock like this since the post-World War II industrial boom. For decades, power consumption grew at a sleepy 1% to 2% annually. Then came data centers.
Then came AI. And now, if Nvidia (NASDAQ: NVDA) CEO Jensen Huang is right, we haven't seen anything yet. So here's the...
The Staggering Number Jensen Huang Just Revealed Changes Everything About AI

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12:15 PM | Saturday | May 16, 2026

NuScale Power Down From All-Time Highs -- What Investors Should Expect Next

Fool - Investing News

NuScale Power's stock has been highly volatile and is now down more than 75% from its 52-week high.

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5:24 AM | Saturday | May 16, 2026

Meta: Still A Mag 7 Bargain

Seeking Alpha

Meta Platforms remains a strong buy, with robust Q1 user and ad metrics, despite recent stock underperformance. Q1 saw 33% YoY revenue growth, a 62% EPS jump, and accelerating ad monetization, offsetting Reality Labs' continued drag on profitability. AI-driven ad targeting improvements justify increased CapEx; valuation is cheap since the forward P/E of 19.19 represents a ~14% discount to the five-year average.

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5:24 AM | Saturday | May 16, 2026

Meta: Still A Mag 7 Bargain

Seeking Alpha

Meta Platforms remains a strong buy, with robust Q1 user and ad metrics, despite recent stock underperformance. Q1 saw 33% YoY revenue growth, a 62% EPS jump, and accelerating ad monetization, offsetting Reality Labs' continued drag on profitability. AI-driven ad targeting improvements justify increased CapEx; valuation is cheap since the forward P/E of 19.19 represents a ~14% discount to the five-year average.

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11:30 AM | Friday | May 15, 2026

Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case

Schwab Network

Marley Kayden breaks down why Arista Networks (ANET) is down 15% this month and why Raymond James still upgraded the stock to outperform. The firm says AI growth trends and demand from Meta Platforms (META) and Microsoft (MSFT) are driving the story.

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11:02 AM | Friday | May 15, 2026

Microsoft, Meta, Amazon and Google. Is Ackman's Hedge Fund Just a Mag 7 Play?

Barrons

Bill Ackman counts Microsoft, Meta Platforms, Amazon and Google among the holdings of his hedge fund Pershing Square Capital Management.

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10:29 AM | Friday | May 15, 2026

If an AI Bubble Forms and Pops, the Mag 7 Won't All React the Same Way

24/7 Wall Street

There's been much discussion about the possibility of an AI bubble of late.

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10:00 AM | Friday | May 15, 2026

Meta Platforms, Inc. (META) is Attracting Investor Attention: Here is What You Should Know

Zacks Investment Research

Meta Platforms (META) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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9:23 AM | Friday | May 15, 2026

Meta vs. Snap: What Do Their Quarterly Revenue Trends Tell Investors?

The Motley Fool

Meta maintains a larger scale in revenue generation than Snap, consistently reporting higher totals across all tracked quarters. Both companies exhibit cyclical quarter-over-quarter revenue patterns marked by late-year peaks and subsequent declines, though Meta displays a wider overall range of growth.

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8:27 AM | Friday | May 15, 2026

UBS warns AI stocks are overheating as growth expectations collide with history

Proactive Investors

UBS said the April rally in US equities was a 2.8 standard deviation event over the past 25 years, while its own crowding data shows mega-cap tech stocks remain heavily crowded long positions. The bank's quantitative research found that every one of the Magnificent Seven stocks, excluding Tesla but including Broadcom, registers as an extremely crowded long, as do eight of the 12 largest global semiconductor companies by market capitalisation.

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7:36 AM | Friday | May 15, 2026

Bill Ackman Bought Google After the ChatGPT Panic (Up 300%). He Bought Amazon After Liberation Day (Up 36%).

24/7 Wall Street

Although Wall Street has spent the better part of two years lecturing investors that the AI trade is crowded, the capex bill is unpayable, and the mega-caps have run out of room to grow, Bill Ackman keeps surfacing at exactly those moments to buy.

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7:34 AM | Friday | May 15, 2026

The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: "Most of the Time, Things Don’t Go According to Plan."

247 Wallst

Wall Street braces for what could be the largest stock market debut in history, but the most cited academic on US IPO performance is warning buyers to sit on their hands. SpaceX is reportedly targeting a valuation of roughly $1.75 trillion in its planned offering, and Reuters this morning lined the deal up against three...
The Professor Who Tracks Every US IPO Just Issued a Warning on SpaceX: "Most of the Time, Things Don't Go According to Plan."

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5:06 AM | Friday | May 15, 2026

Alphabet and Meta Delivered Worrisome News for Investors -- and It Has Trillion-Dollar Implications

Fool - Investing News

Soaring artificial intelligence (AI) spending may cut the cord on one of Wall Street's biggest tailwinds.

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