Seaport Research's Jay Goldberg has some bullish ideas for 2026 - but none are as high-conviction as his longstanding bearish call on Nvidia. That stance has garnered some attention this year, even as ...

Nvidia stock has come off its 2025 highs, among others, amid concerns over the feared AI bubble. However, it makes sense to buy NVDA stock at these valuations.

Meta has reportedly become a trendy CDS target, per FT, as the company has struggled to find its footing in the AI space ...

The advertising market is incredibly strong.

Alibaba Group Holding Ltd. shares faced significant selling pressure in Hong Kong on Monday, declining 3.57 percent to close at HKD 148.60. This market movem ...

Rising depreciation expenses from the data center binge is a major worry. Alphabet, Microsoft and Meta combined for about $10 ...

Airbnb's stock is overvalued as growth slows and margins fall. Discover why analysts recommend selling ABNB over its peers.

Meta Platforms' (META) stock dipped slightly this week following a report that the company is making a significant pivot in ...

Today’s Forbes Daily also covers this year’s shakeups in Big Tech’s C-suites, Broadcom’s stock slide, an H-1B visa fee ...

Before we get to Wall Street's projected biggest winner among the Magnificent Seven, let's look at a few that analysts ...

Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops.

Summary: Meta Platforms (Nasdaq: META) has faced criticism for investing too heavily in the Metaverse, but the company’s broader business has continued to perform well. During a recent episode of The ...