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on: Last Thursday
by: investorplace.com

Meta's Free Cash Flow Decline Driven by AI CAPEX

22

High CAPEX for AI infrastructure has pushed Meta into negative free cash flow, sparking concerns over a monetization gap and a potential AI bubble.

... in Stocks and Investing

on: Last Thursday
by: investorplace.com

Harvard's Strategic Shift to Passive Index Funds

39

Harvard prioritizes beta over alpha by shifting its endowment to passive index funds, eliminating costly fees and risks of active management.

on: Last Thursday
by: investorplace.com

Meta Q3 2026: Robust Revenue vs. the CAPEX Cliff

15

Meta's strong AI-driven revenue is offset by investor fear regarding the CAPEX cliff and the long-term ROI of its massive infrastructure investments.

on: Last Thursday
by: investorplace.com

AI Stocks: Lessons from 19th Century Railway Mania

14

Like Railway Mania, the AI surge risks a speculative bubble if infrastructure investment outpaces the realization of actual economic utility.