Cuggino Likes Meta Cost Discipline Amid AI Spending
Permanent Portfolio's Michael Cuggino argues Meta can invest heavily in AI without sacrificing profits. He emphasizes...
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23,257 articlesPermanent Portfolio's Michael Cuggino argues Meta can invest heavily in AI without sacrificing profits. He emphasizes...
Dell Technologies is pursuing aggressive AI data center growth, backed by a sizable backlog, while HP Inc. grapples w...
January new-home activity sank 17.6% to 587,000 SAAR, with prices sliding and winter weather cited as a key acceleran...
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Twilio’s CFO applies a GE-style, operator-driven playbook to guide a mid-turnaround as the company doubles down on AI...
A high-stakes aviation deal with China collides with a political stock move tied to a former president. Boeing and GE...
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Equity Residential and AvalonBay Communities unveil an all-stock merger valued at roughly $69 billion, forming a nati...