artificial intelligence

Meta plans $115B capex in 2026, nearly doubling 2025 spending. Strong cash flow supports AI push, but return questions loom for investors.

Amazon's P/E ratio of 29.7 is far below its 10-year average of 114.3, suggesting significant undervaluation despite AWS and e-commerce dominance.

GCEI launches 'AI for Humanity' division via Flamelit acquisition, focusing on disaster prediction, healthcare optimization, and clean energy efficiency systems.

Analysis suggests $MSFT and $GOOGL will surpass $AAPL by 2028, driven by stronger growth, superior AI capabilities, and expanding cloud businesses.

Analysts highlight $AMZN and $TGT as undervalued opportunities. Amazon's AI-driven AWS and Target's strategic pivot offer attractive valuations for patient investors.

Nvidia dominates AI chips with 91% of revenue from AI, though investors shouldn't chase timing around CEO Huang's March 16 GTC keynote.

Palantir Technologies emerges as superior AI investment with 56% revenue growth, government contracts, and commercial expansion, despite elevated valuations.

Bill Ackman's Pershing Square dumped its Chipotle stake citing weak sales and valuation concerns, while aggressively buying Amazon shares to a 9.6M position.

S&P 500 adds AI infrastructure companies Vertiv and Lumentum while removing Match Group and Paycom effective March 23, 2026, signaling market shift toward cloud and AI enablement.

Microsoft, Nvidia, and Broadcom emerge as AI investment opportunities with distinct valuations and growth profiles, each controlling unique advantages in the expanding AI infrastructure market.

Nvidia offers higher AI growth potential but greater risk; TSMC provides safer, diversified exposure to $650B hyperscaler AI spending by 2026.

Polymarket partners with Palantir to deploy AI-powered market surveillance as prediction market trading explodes from $9B to $44B.

CrowdStrike stock down 22% from highs despite $5.2B ARR growing 24% YoY. Management targets $20B ARR by 2036, but 22.3x P/S ratio demands 10-year conviction.

BioXcel Therapeutics raises $8M via direct offering of 4.5M shares at $1.739/share, with warrant modifications agreed, closing expected March 2026.

Micron Technology stock rallies 4.82% after announcing expanded partnership with Applied Materials to accelerate AI memory chip development amid surging data center demand.

ServiceNow stock surges 19% amid AI revenue momentum. Now Assist AI suite reaches $600M ACV with $1B+ target by 2026. Remains attractive at 29x earnings with 19.5% subscription growth.

BingX launches AI Skills Hub with 15 modules enabling natural language crypto trading, part of $300M AI-native exchange initiative.

Amazon and Robinhood leverage AI for warehouse automation, autonomous vehicles, and democratized investing. Wall Street views both stocks as undervalued with significant upside potential.

Nvidia and Palantir insiders sold $9.6B in stock over two years with virtually no buying, suggesting leadership skepticism about valuations despite AI boom.

Tigress Financial raises Nvidia price target to $360, implying 102% upside. Analyst projects $406B revenue and $201B operating profit despite valuation concerns.