|
|
|
|
|
13.02.26 - 18:18
|
Meta, Amazon, and Goolge Lead a $700 Billion Capex Wave: What Stocks Win Beyond NVIDIA? (24/7 Wall St.)
|
|
|
The AI infrastructure arms race has reached a staggering scale. Hyperscalers are collectively pouring approximately $700 billion into AI CapEx in 2026. Amazon (Nasdaq: AMZN) just announced $200 billion in planned spend, Alphabet (Nasdaq: GOOGL) is projected $185, Meta Platforms (Nasdaq: META) up to $135 billion, and Microsoft will reveal an updated capex target closer to summer. ... Meta, Amazon, and Goolge Lead a $700 Billion Capex Wave: What Stocks Win Beyond NVIDIA?
The post Meta, Amazon, and Goolge Lead a $700 Billion Capex Wave: What Stocks Win Beyond NVIDIA? appeared first on 24/7 Wall St.....
|
|
|
|
|
|
|
|
|
|
|
|
|
13.02.26 - 15:48
|
Billionaire Investor Bill Ackman Exits Chipotle Completely, Buys Meta Stock Instead (24/7 Wall St.)
|
|
|
Bill Ackman's Pershing Square Capital made a significant portfolio shift, selling its entire stake in Chipotle Mexican Grill (NYSE:CMG) and taking a new position in Meta Platforms (NASDAQ:META), marking a rotation from consumer discretionary into AI infrastructure. The Trade That Turned Heads Ackman's firm exited Chipotle along with positions in Nike (NYSE:NKE) and Hilton (NYSE:HLT), ... Billionaire Investor Bill Ackman Exits Chipotle Completely, Buys Meta Stock Instead
The post Billionaire Investor Bill Ackman Exits Chipotle Completely, Buys Meta Stock Instead appeared first on 24/7 Wall St.....
|
|
|
|
|
|
|
|
|
|
|
13.02.26 - 14:18
|
AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue? (24/7 Wall St.)
|
|
|
Corning Incorporated (NYSE:GLW) has delivered one of 2026's most impressive rallies, climbing 50.2% year-to-date and 46% over the past month. Corning's 2026 is so good, it's now the 6th top performing stock in the entire S&P 500. The 175-year-old materials science company is riding three converging waves: stellar earnings execution, a massive partnership with Meta, ... AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue?
The post AI Deals Drives Corning (GLW) Shares Up 50% In 2026: Can the Rally Continue? appeared first on 24/7 Wall St.....
|
|
|
|
|
13.02.26 - 13:18
|
Billionaire Bill Ackman Just Dumped Chipotle for Meta: Should You Follow His Lead? (24/7 Wall St.)
|
|
|
Chipotle Mexican Grill (NYSE: CMG) and Meta Platforms (NASDAQ: META) became the centerpiece of Bill Ackman's boldest portfolio moves. Pershing Square exited its entire Chipotle stake and rotated into Meta, betting AI infrastructure will outperform struggling fast-casual dining. Should everyday investors follow his lead? Why Ackman Walked Away From Chipotle Chipotle's Q4 2025 results revealed ... Billionaire Bill Ackman Just Dumped Chipotle for Meta: Should You Follow His Lead?
The post Billionaire Bill Ackman Just Dumped Chipotle for Meta: Should You Follow His Lead? appeared first on 24/7 Wall St.....
|
|
|
|
|
|
|
|
|
13.02.26 - 12:06
|
Wall Street Sees 29% Upside for Meta While Retail Investors Turn Skeptical (24/7 Wall St.)
|
|
|
Shares of Meta Platforms (NASDAQ:META) are trading at $668.69, essentially flat over the past week with a 0.04% decline, coinciding with a noticeable shift in retail investor sentiment on platforms like Reddit and X. Social sentiment has cooled to 44.7 for the week ending February 12, down from 57.5 over the prior month. The mixed ... Wall Street Sees 29% Upside for Meta While Retail Investors Turn Skeptical
The post Wall Street Sees 29% Upside for Meta While Retail Investors Turn Skeptical appeared first on 24/7 Wall St.....
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
