The Great Rotation: Fade Dying Tech Stars

05:25pm, Tuesday, 24'th Mar 2026
AI spending is taking no prisoners and is crushing the cash flows of the biggest names in the Technology sector.
Meta Chief Technology Officer Andrew Bosworth will lead the company's efforts to adopt artificial intelligence tools throughout its workforce. Bosworth said in a Tuesday (March 24) post on X that Meta
A jury has reached a verdict in a major New Mexico trial in which the state's attorney general alleged that Meta failed to safeguard its family of apps from child predators. The civil trial, in which
Arm Holdings Plc. is going to start selling its own chips for the first time.
Cyndeo Wealth Partners LLC reduced its stake in Meta Platforms, Inc. (NASDAQ: META) by 4.5% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owne
Aventura Private Wealth LLC purchased a new position in Meta Platforms, Inc. (NASDAQ: META) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Comm
CWA Asset Management Group LLC cut its position in Meta Platforms, Inc. (NASDAQ: META) by 7.6% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission
CNBC got an exclusive first look at Arm's first ever in-house chip, the AGI CPU, purpose-built for running AI inference in data centers. Meta is the first official customer for the new chip, with seve

Better Buy: Apple vs Meta

12:44pm, Tuesday, 24'th Mar 2026
Apple (NASDAQ:AAPL | AAPL Price Prediction) reported a record-breaking fiscal Q1 2026, while Meta Platforms (NASDAQ:META) closed out a strong full-year 2025 the day before.
EU antitrust chief Teresa Ribera, who has voiced concerns ​about Big Tech extending its dominance into ‌artificial intelligence, will meet the CEOs of Alphabet , Meta Platforms and OpenAI on Tuesd
Andrew Bosworth, Meta's chief technology officer, will oversee the company's ‘AI For Work' initiatives as focus shifts away from the metaverse.

Meta's AI Makeover Starts at the Top

12:15pm, Tuesday, 24'th Mar 2026
Plus, Jensen Huang's latest flex and Nvidia's lower stock-market multiple
Meta is forecasting to spend up to $135 billion this year on capital expenditures (capex). The company recently inked a new capacity agreement worth up to $27 billion to help secure access to Nvidia's
SAN FRANCISCO--(BUSINESS WIRE)--Slash Financial, Inc., the business banking platform built for high-spend companies, has announced a Meta Invoice Cashback program that restores rewards for advertisers
Facebook is paying influencers with large followings up to $3,000 per month for several months if they post content on the platform. The company lags far behind TikTok and YouTube for time spent on th
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