AppLovin Flips the Script: Building Its Own Social Network After TikTok Bid Flop
Mobile ad giant AppLovin is shifting gears to create a next-gen social network, using its strong ad tech to challenge Meta, TikTok, and others.
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Meta's AI Infrastructure Leap: Nvidia Supplies Millions of GPUs, CPUs, and Networking for 2026-2028 Push
Nvidia and Meta announce a major multiyear partnership to supercharge Meta's AI with millions of advanced chips, standalone CPUs, and networking tech—driving stock gains for NVDA and META while pressuring rivals.
Meta's $27 Billion Data Center Deal: A Hidden Risk?
Meta Platforms used clever accounting to keep a massive $27B AI data center project off its books via a joint venture. Its auditor flagged it as a high-risk call, sparking investor worries and calls for government scrutiny.
Pinterest's Q4 2025 Earnings: Growth Amid Challenges
Pinterest reports strong user growth but misses revenue forecasts, leading to a sharp stock drop.
Apple Bucks Big Tech's AI Spending Frenzy While Cloud Backlogs Hit $1.1 Trillion
While Amazon, Google, Meta, and Microsoft pour record billions into AI infrastructure, Apple takes a different approach—and Big Tech cloud backlogs reach unprecedented levels.
Meta Doubles Down on AI: Record $135B Investment Despite Strong Ad Revenue Growth
Meta (META) reports strong Q4 2025 results with 24% revenue growth and announces massive $115-135B AI infrastructure spending for 2026, funded by robust advertising business.