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Meta Platforms, Inc. (NASDAQ: META): Advertising Strength, Engagement Scale, and AI-Led Monetization Supporting the Story

Meta Platforms, Inc. (NASDAQ: META) continues to look like one of the strongestearningsmachines in large-cap tech, even as it spends aggressively on AI infrastructure. Meta reported Q4 2025revenueof$59.9 billion, up24%year over year, and full-year revenue of$201.0 billion, up22%. Full-year operating income reached$83.3 billion, up20%, …

Anjali Anand | 25 March 2026

Berkshire Hathaway Inc. (NYSE: BRK.A): Insurance Discipline, Cash Generation, and Capital Allocation Quality Remain Central

Berkshire Hathaway Inc. (NYSE: BRK.A) remains a different kind of large-capequitystory: less about rapid top-line growth and more about underwriting discipline, operating durability, liquidity, and long-term capital allocation. Berkshire reported full-year 2025 netearningsattributable to shareholders of$67.0 billion, down from$89.0 billionin 2024, but its own …

Anjali Anand | 24 March 2026

Tesla, Inc. (NASDAQ: TSLA): Automotive Margin Pressure, Energy Expansion, and Physical AI Ambitions Driving the Debate

Tesla, Inc. (NASDAQ: TSLA) now sits at the intersection of two very different narratives: a mature EV manufacturer facing slower automotive economics, and a company trying to reposition itself as a broader “physical AI” platform spanning robotaxis, autonomy, humanoid robots, and energy storage. Tesla’s …

Anjali Anand | 24 March 2026

Broadcom Inc. (NASDAQ: AVGO): AI Semiconductor Momentum and Software Cash Flows Reinforcing the Investment Case

Broadcom Inc. (NASDAQ: AVGO) is increasingly being valued not just as a chip company, but as a hybrid AI-infrastructure and software platform. In fiscal Q4 2025, Broadcom reported recordrevenueof$18.0 billion, up28%year over year. For fiscal 2025, revenue rose to$63.9 billionfrom$51.6 billionin fiscal 2024. Management …

Anjali Anand | 24 March 2026

Apple Inc. (NASDAQ: AAPL): Services Growth, iPhone Stability, and Ecosystem Monetization Driving Long-Term Value

Apple operates a vertically integrated business model combining hardware, software, and services.

Anjali Anand | 24 March 2026

Amazon.com, Inc. (NASDAQ: AMZN): AWS Profit Engine, Retail Efficiency, and AI Spending Scale Under Scrutiny

Amazon.com, Inc. (NASDAQ: AMZN) finished 2025 with another step-up in scale and profitability, but the market’s attention is increasingly shifting from near-term execution to the return profile on its AI build-out. In Q4 2025, Amazon reported net sales of$213.4 billion, up14%year over year, while …

Anjali Anand | 24 March 2026

Alphabet Inc. (NASDAQ: GOOG): Search Resilience, Cloud Acceleration, and AI Capital Intensity in Focus

Alphabet remains primarily an advertising-led business, but its profit mix is gradually broadening. The most important engine is still Google Search, which management said grew17%in the quarter, showing that AI has not yet structurally weakened the franchise. Instead, Alphabet is arguing that AI Overviews …

Anjali Anand | 24 March 2026

Clarity Act Jolts Crypto Stocks as Circle Falls 22% and Coinbase Drops 12%

A fresh wave of regulatory scrutiny from Washington sent crypto-linked equities sharply lower on Tuesday, with Circle Internet Group and Coinbase Global leading the decline. The catalyst was the latest draft of the Clarity Act, a proposed bill that seeks to define the structure …

Nitish Kishor | 24 March 2026

Wall Street Slips Below Key Technical Levels as Bearish Signals Build

Wall Street’s technical backdrop has turned notably fragile, with major benchmark indices slipping below critical long-term support levels. The S&P 500, Nasdaq Composite and Dow Jones Industrial Average have all broken beneath their 200-day exponential moving averages, a widely followed indicator of trend direction.

Nitish Kishor | 24 March 2026

Markets Navigate Geopolitical Volatility as Risk Sentiment Swings Across Asset Classes

Market Movers:On Monday, the top gainers were PTL LTD (+87.59%) and bioAffinity Technologies, Inc. (73.26%). On the contrary, Ambitions Enterprise Management Co. L.L.C. (-50.72%) and Swarmer, Inc. (-28.19%) declined the most the same day.

Team Kalkine | 24 March 2026
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