Bill Ackman on AI: ‘Massively Increased the Risk of Disruption’
Bill Ackman shares his thoughts on how AI has made investments tougher to gauge.
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Meta Faces Up To $40 Billion Penalty In New Mexico Privacy Case After Jury Finds Company Misled Facebook Users 43 Million Times
Meta faces a potential $40 billion penalty after a New Mexico jury found it misled Facebook users millions of times about data privacy.
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Applied Materials vs. AMD: Which AI Semiconductor Stock Is a Better Buy in 2026?
Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.
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