Meta Platforms, Inc. - Class A Common Stock (META)

A weekly roundup of MarketBeat analysis covering earnings, AI-driven stocks, insider trading, and analyst calls on Nike, Nvidia, Amazon, Apple, Tesla, Meta, and more.

The diversified chip and software giant has plenty of room to grow.

This neocloud company needs to prove its business model is sustainable.

Alphabet unveiled its Gemini agent for enterprise AI, prompting a TD Cowen price target hike to $485, as GOOGL trades near $348, still within its multi-month range below its 52-week high.

AMD has had a great 2026, but 2027 could be a struggle.

Arista Networks hit an all-time high after launching an open Ethernet rack-scale portfolio with AMD, Broadcom, Meta and Microsoft, as revenue and margins grow amid rising hyperscaler demand.

Salesforce, CrowdStrike, Palo Alto Networks and Veeva Systems are rebounding as institutions buy software stocks that own the customer data AI now depends on.

This 175-year-old glassmaker is now at the center of the artificial intelligence boom.

Constellation Energy just inked another nuclear power deal, underscoring how well the company is positioned to meet demand.

SpaceX and Nvidia occupy two very different layers of the artificial intelligence (AI) value chain.

Meta unveils the Meta Enterprise Platform and Muse for Small Business, new AI tools aimed at businesses, as it hires former MongoDB CEO CJ Desai to lead the effort.

Advances in AI agents spurred optimism for CPU stocks.

There's an overlooked reason why custom chips could keep taking share of AI data centers.

They may offer us important clues about what’s next for AI.

Constellation Energy shares surged after Alphabet's Google signed 20-year and 15-year power deals totaling 3,590 megawatts, tied to reactor uprates rather than new plants.

The stock has been rallying since unveiling its new AI agent, but I don't think the excitement will last.

Meta, Dell, and Okta led September's analyst upgrades as tech topped the S&P 500 sectors, with new price targets pointing to further upside for all three stocks.

Amazon, CoreWeave, and Equinix will all profit from the AI boom.

Nvidia stock has risen nearly tenfold since the start of the artificial intelligence (AI) revolution.

Shares in both companies have considerably outpaced the overall market in the last decade.

Vistra Corp anticipates $4.2 billion in federal funding to boost nuclear capacity at three plants, while 20-year power deals with Meta and New Era Energy underpin its AI-driven growth despite high debt.

Arista Networks is the central nervous system for many AI data centers.

I've curated the best opportunities in my purview.