Meta Platforms

META 621.13 ▲ 2.23% 3 Nov 2026 close · 6 stories

Earnings

AMD just posted a record quarter. Nvidia’s data center business is still 10 times bigger.

AMD’s data center sales nearly doubled to $8.5 billion and its forecast topped expectations. But Nvidia added more data center revenue in a year than AMD has in total.

StockPizza Desk · 3 Nov 2026 · 4 min read

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Earnings · Yesterday

Big Tech spent $600 billion on AI. Apple spent $9 billion and still grew 12%.

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Analysis · 4 days ago

October split Wall Street in two: AI stocks sank while oil, drugmakers and utilities soared

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More Meta Platforms stories

Analysis · 6 days ago

The US economy just hit the gas. The Fed is eyeing the brakes.

Growth sped up to 3.4% on AI equipment, stockpiling and steady consumers, while quarterly inflation cooled. But demand is running hot, and markets still expect a rate hike in December.

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Analysis · 27 Oct

A $4 trillion AI bet, much of it borrowed, and job growth isn’t following

Big Tech is on course to spend about $1.4 trillion on capital projects in three years and plans $4 trillion more, increasingly with debt. US job growth has nearly stalled.

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Explainer · 12 Oct

How Google and Meta turn free products into advertising profits

Google and Meta give away search, social media and maps, then charge advertisers to reach the people who use them.

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