Meta’s shares slide even as its ad business keeps getting stronger, and the big hit comes from heavy spending and a couple of messy, one-off costs. The real question is whether that spending builds a long-term advantage or turns into a money sink—and what that means for adding more shares versus simply holding.Read more

PayPal faces doubts as growth in its checkout product slows and bigger rivals squeeze prices, but it still throws off a lot of cash that could support a stronger long-term story. A possible buyout adds extra upside, yet the bigger question is whether management’s product and AI push can lift performance without sacrificing profitability.Read more

Netflix keeps growing sales and buying back stock, yet people aren’t spending much more time watching—raising the question of how long it can keep leaning on higher prices and ads. The bigger threat isn’t another streamer but free video platforms, and the company’s choice to share less viewing detail adds another layer of doubt.Read more

Netflix is shifting from chasing new subscribers to making more money from the audience it already has, with ads, pricing changes, and new kinds of content doing more of the heavy lifting. But slowing growth and less detail on viewing habits are making investors nervous—so the stock’s pullback may be either a warning sign or a chance to buy a stronger business at a more reasonable price.Read more

Meta leans on its huge collection of apps to throw off cash today while it pours money into new bets like AI-powered ads, business messaging on WhatsApp, and smart glasses. The big question is whether those growth engines can outpace legal and regulatory headaches and the risk that its hardware push takes longer to pay off.Read more

Meta is betting big on artificial intelligence to push its apps and ad business beyond social media, with new assistant-style features and tools for businesses starting to show early traction. The catch is it’s spending heavily to build the computing backbone, so the key question is whether these new AI products can turn into a durable new revenue stream before costs bite.Read more

December 28, 2025 For precisely 48 hours in mid-December 2025, it looked like the "Alex Chriss Turnaround" at PayPal was about to shift into overdrive. On December 15, the payments giant finally pulled the trigger on a strategy investors had whispered about for years: it filed to become a bank.Read more

Meta already owns the apps many people use to post, watch, and message every day, and it keeps finding new ways to turn that attention into ad money. The big question is whether its push into AI and new devices can add a new growth engine before regulation, rivals, or its expensive virtual-reality bets get in the way.Read more