Last October, Mark Zuckerberg mentioned almost in passing that companies kept asking Meta if they could buy computing capacity from it, at a premium. It sounded like a hypothetical. On July 17, the New York Times turned it into a very real story. Meta and Anthropic are in early talks for a ...

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Buy, Sell, or Hold: Ken Griffin’s 3 Mega-Cap Picks at Current Valuations

Yahoo2026.07.18

Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about where conviction is warranted and where a painful re-rating may be coming.