Meta Platforms (Facebook)

META

Market cap $1.64T

For the last few years, Bill Ackman's largest exposure to artificial intelligence (AI) was through his hedge fund's stake in Alphabet. During the fourth quarter, his hedge fund reduced its position in Alphabet and rotated capital elsewhere.

Meta Platforms ( NASDAQ:META | META Price Prediction ) has been aggressively forging major agreements with leading chipmakers to supercharge its AI infrastructure expansion.

GOOGL's AI-fueled Search surge, diversified revenues, and massive 2026 investment plans give it a clear edge over META in the booming digital ad market.

Tepper has a huge stake in Alphabet. His hedge fund got in early on the Micron rally.

The market's biggest stocks need to come alive if benchmarks are to book a solid first-quarter gain.

Microsoft stock has rarely been this cheap over the past decade. Meta Platforms' spending is coming under scrutiny by investors.

Form 13Fs provide a way for investors to track which stocks Wall Street's savviest fund managers bought and sold in the latest quarter. Billionaire Stanley Druckenmiller meaningfully increased his fund's stakes in Alphabet and Amazon during the fourth quarter -- and AI is probably a big reason behind these moves.

Meta Platforms has signed a deal to rent Google's AI chips, known as tensor processing units, to develop new AI models, the Information reported on Thursday, citing a person involved in the talks.

The now-20-year old told jurors she felt compelled to frequently check accounts to make sure she hadn't missed anything.

Meta quietly tried to block attorneys from asking Mark Zuckerberg about his massive fortune at the bombshell social media addiction trial in Los Angeles, according to court documents reviewed by The Post.