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social-media: Archive

Aniruddha Ganguly

META Deepens AI Strategy With New Arm CPU Initiative: What's Ahead?

Meta Platforms deepens AI push with Arm CPUs, and plans up to $135B 2026 capex as data center demand and energy needs surge.

AMZNPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Aniruddha Ganguly

Alphabet Relies on AI to Boost Search Growth: More Upside Ahead?

GOOGL's AI-powered Search gains traction as Gemini upgrades boost engagement, but rising competition from Microsoft and Baidu could challenge its dominance.

MSFTNegative Net Change BIDUNegative Net Change GOOGLPositive Net Change

Aniruddha Ganguly

META Taps AI to Boost Safety Features: Ad Revenues to Grow?

Meta Platforms rolls out AI support assistant to boost safety, engagement and ad growth, leveraging vast user data amid rising competition in digital ads.

AMZNPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Aniruddha Ganguly

Meta Platforms is Overvalued at 6.01X PS: Buy or Hold the Stock?

META faces valuation pressure and rising AI costs despite strong engagement gains, leaving investors weighing near-term headwinds against AI upside.

AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change METAPositive Net Change