COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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AI Capex Update: AWS adds more GWs than GCP, but GOOGL tops AMZNMarch 11, 2026 — Dan Salmon
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Grasping the AI Infra buildout (IV): How can hyperscalers swallow so much Capex?March 5, 2026 — Pierre Ferragu
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AMZN: “Great Plains” AI strategy confirmed (+ swapping META/GOOGL in the mega cap pecking order)March 3, 2026 — Dan Salmon
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AI Expert Call Recap: Frameworks for Understanding Agentic Commerce (GOOGL, AMZN, SHOP, PINS, RDDT, PYPL, YELP, OTAs)February 23, 2026 — Dan Salmon
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Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple. Tech weekly wrap-upFebruary 2, 2026 — Pierre Ferragu
Events
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Mar
20InternetMarch 20, 2026 — VirtualHosted by Dan SalmonEvent Details -
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25InternetFebruary 25, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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18InternetFebruary 18, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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16InternetJanuary 16, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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8InternetOctober 8, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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7InternetOctober 7, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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29InternetJuly 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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5InternetJune 5, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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22InternetApril 22, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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28InternetJanuary 28, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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13InternetJanuary 13, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
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29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
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11InternetJanuary 11, 2024 — VirtualHosted by Dan Salmon and Emily StykesWatch Replay -
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28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
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11InternetJuly 11, 2023Hosted by Dan SalmonWatch Replay -
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18InternetApril 18, 2023Hosted by Dan SalmonWatch Replay -
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13TechnologyFebruary 13, 2023Hosted by Dan Salmon, Pierre Ferragu and Jin YoonWatch Replay -
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10InternetFebruary 10, 2023Hosted by Dan SalmonWatch Replay -
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17InternetJanuary 17, 2023Hosted by Dan SalmonWatch Replay -
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11InternetJanuary 11, 2023Hosted by Dan SalmonWatch Replay -
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10InternetJanuary 10, 2023Hosted by Dan SalmonWatch Replay -
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