Arista Networks Stock Gets Bullish Upgrade — Analyst Sees Up to 40% Growth
Rosenblatt upgrades Arista Networks, citing strong AI demand and faster growth ahead.
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Wells Fargo Sees Strong Q1 Setup for AppLovin, Raises Target to $560
AppLovin stock rises as Wells Fargo boosts target, citing strong ad growth, steady share, and confidence ahead of Q1 earnings.
Meta Pays for 7 Natural Gas Plants to Power Massive Louisiana AI Project
Meta is funding seven new natural gas power plants and 240 miles of transmission lines to power its largest AI data center in Louisiana. The company signed a deal with energy provider Entergy to cover all costs.
Meta and Google Found Liable for Harming Children on Social Media
Juries order Meta and Google to pay millions after finding them responsible for depression, addiction, and exploitation of young users. First major crack in Section 230 shield sparks appeals that could reshape internet law.
Arm Enters the AI Chip War: Launches Its First-Ever AGI CPU with Meta as Lead Customer
Arm enters the AI chip race with its new 136-core AGI CPU. Meta is the first major buyer as Arm targets $15B annual revenue from chips in 5 years — aiming for $25B total company sales.
Meta Prepares Deep Layoffs Amid AI Spending Surge – JPMorgan Stays Bullish at $825
Meta Platforms may cut 20%+ of its staff (~16K jobs) to counter massive AI spending, per Reuters. A spokesperson called the report "speculative." JPMorgan maintains an Overweight rating with an $825 price target as shares rise.