As of March 16, 2026. This article is for information only and is not financial advice. Nebius surged after the market learned that Meta had signed an AI infrastructure deal that could reach as much as $27 billion over five years. On the surface, that sounds like a simple headline: one fast-rising AI infrastructure company... Continue Reading →
Meta’s New AI Chips Could Shake Up Nvidia — But Quietly Boost Broadcom
For information only. Not financial advice. Meta’s New AI Chips Could Change the Story for Nvidia and Broadcom — But Not in the Same Way Meta’s latest custom-chip announcement matters because it touches one of the biggest questions in the AI market today. Will the biggest hyperscalers keep buying large amounts of merchant chips from... Continue Reading →
Meta’s $6GW AMD Deal: What It Means for META, AMD, and NVDA Over the Next 3 Years
As-of date: Feb 25, 2026 (Asia/Singapore). This article is for information only and is not financial advice. The “Meta + AMD tied up” news that hit yesterday (Feb 24, 2026) is one of the biggest signals yet that hyperscalers are accelerating a new playbook: multi-sourcing AI compute. It is not simply “Meta dumps NVIDIA.” It... Continue Reading →
Why Meta Is the Smarter Buy Than Apple in 2026 (Valuation + Growth Crush)
In 2026, investors are increasingly asking a simple but important question: Why buy Meta over Apple? Meta Platforms (META) trades at a significant valuation discount to Apple (AAPL), with Meta priced at roughly 21× forward earnings compared to Apple’s 31.5× forward P/E. Despite this discount, Meta is growing nearly four times faster, with expected revenue... Continue Reading →