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With Big Tech’s AI and data-center spending back under the microscope, Meta Platforms faces a prove-it moment when it reports earnings on July 29—investors want evidence that heavier capex is translating into durable, cash-generative growth.
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Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
Read original at the-motley-foolRosenblatt analyst Barton Crockett maintains Meta Platforms (NASDAQ:META) with a Buy and raises the price target from $883 to $886.
Read original at benzingaMeta's nearly $17 billion settlement is grabbing headlines, but the bigger story is how it's changing Instagram for teens.
Read original at benzingaAlphabet reported Q2 2026 Google ad revenues of $81.63B, up 14.4% YoY, driven by Search growth (17% to $63.27B) and YouTube ads (13% to $11.06B). Gemini AI integration is boosting advertiser performance with 500,000 adopters seeing 15% more conversions. However, Alphabet faces tougher Q3 comparisons and FX headwinds, while competitors Reddit and Meta continue gaining ground with strong ad revenue growth.
Read original at zacks-investment-research