$META

ServiceNow stock plunged 19% to become S&P 500's worst performer after UBS downgrade, citing enterprise budget shifts toward AI projects away from traditional software.

CoreWeave secured multi-year deals with Anthropic and Meta (valued at $21B through 2032), raising $5.25B in debt as shares gained 3.97%.

Taiwan Semiconductor and Broadcom offer faster AI-driven growth trajectories than most Magnificent Seven stocks, with projections significantly outpacing traditional mega-cap tech leaders.

SpaceX's anticipated $75B IPO at $1.75T valuation faces skepticism as historical mega-IPOs underperformed post-debut, with valuation metrics appearing disconnected from fundamentals.

Billionaire investors accumulated Nvidia, Meta, and Amazon in Q4 2025. Nvidia targets 71% revenue growth; Meta grew advertising 24% year-over-year; Amazon benefits from AWS cloud dominance.

Meta invests $21B more in CoreWeave as hyperscalers deploy hundreds of billions on AI infrastructure, creating opportunities for specialized suppliers and component makers.

Corning shares surge in premarket trading after securing multiyear $6 billion agreement with Meta to supply optical fiber and connectivity solutions for AI infrastructure expansion.

Billionaire-favored stocks hit lowest underperformance level since April 2025 at 0.41 ratio, historically signaling potential market inflection as S&P 500 surges 2.51% on geopolitical relief.

Nasdaq correction creates buying opportunities in AI infrastructure leaders Micron and Broadcom, positioned to capitalize on $720B hyperscaler capex surge.

SpaceX seeks $2T IPO valuation with $75B fundraise, but 80x forward revenue multiple drastically exceeds AI peers, prompting caution.

Broadcom positioned to surpass Nvidia by 2027 as custom AI chips gain traction; custom chip revenue projected to exceed $100 billion annually.

$SNAP rallied 5% on health advertising initiative, then closed down 1.5% as litigation and profitability concerns weighed on investor sentiment.

U.S. stock indexes rally over 2.5% following Iran ceasefire news. Crude oil crashes 15% as Strait of Hormuz reopens; tech leads while energy lags.

Meta stock surged 6.5% on geopolitical tailwinds and its announcement of Muse Spark AI model, signaling investor confidence in the company's artificial intelligence strategy.

Chevron, Enbridge, and Vistra offer decade-long growth opportunities as global electricity demand surges 40% from AI, cloud computing, and EV adoption.

JPMorgan Chase spending $2B annually on AI and achieving matched $2B in cost savings through efficiency gains and headcount reductions, CEO Dimon announces.

Unity Software shares rose 2.29% after extending its multi-year virtual reality partnership with Meta, strengthening its position as a core VR development engine.

Temporary U.S.-Iran ceasefire sends WTI crude down 15.9% and sparks broad equity rally, with S&P 500 gaining 2.5% as investors embrace risk appetite.

Bloom Energy and Vistra positioned as long-term AI beneficiaries through data center power solutions, despite profitability challenges and recent earnings disappointments.

Magnificent Seven tech stocks surged Wednesday as Iran ceasefire eased geopolitical tensions, with Meta jumping 5% and peers gaining 3-4.5%. Nasdaq futures rose 3.55%.