Wolfe Research

mentions 3 type Person feed RSS

// recent coverage 3 mentions

15:09

2026-07-12

thenextweb.com

artificial-intelligence

Meta spent a year being punished for its AI spending. Then it told investors how it would get the money back.

Meta's stock surged 15% this week, its best since early 2024, after the company unveiled Meta Compute, a plan to sell AI computing capacity to external customers. The move aims to monetize Meta's mass…

18:16

2026-07-10

cryptobriefing.com

artificial-intelligence

Federal Reserve warns soaring memory prices will raise core PCE by 1%

The Federal Reserve warns that AI-driven demand for DRAM and NAND memory chips is pushing up core PCE inflation by 30 basis points, with May 2026 core PCE at 3.4% and headline PCE at 4.1%. Apple has r…

20:39

2026-06-25

cryptobriefing.com

artificial-intelligence

Palantir faces worst stock month in years amid AI boom

Palantir Technologies shares fell 25% in June, hitting a 52-week low of $106.37, as investors question the company's ability to withstand AI disruption. The stock is down 34-36% year-to-date, with Wol…

// co-occurs with top 8 entities

Palantir Technologies 1 Michael Burry 1 Anthropic 1 AIP 1 Federal Reserve 1 Apple 1 Micron 1 SK Hynix 1

// topics top 6 topics

artificial intelligence 3 ai infrastructure 3 ai startups 2 ai products 2 ai chips 1 ai policy 1