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Meta Platforms: Great Business, But The Shareholder Story Is Getting Worse

SeekingAlpha2026.06.13Source: SeekingAlpha

Meta (META) Q1 2026 revenue +33% on ad growth, but AI capex is squeezing free cash flow and slowing buybacks.

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Iran face New Zealand in politically charged Los Angeles opener - Reuters

Reuters2026.06.13

Iran face New Zealand in politically charged Los Angeles opener Reuters

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Alphabet’s New SpaceX Exposure Adds A Fresh Dimension To Its Story

ZivFin Analysis2026.06.13

Alphabet's long held private stake in SpaceX has become a publicly traded position following SpaceX's historic IPO. The IPO turns Alphabet's multi billion dollar SpaceX investment into a liquid asset with a transparent market price. Investors can now see Alphabet's exposure to the commercial space and space focused AI cloud sector reflected in daily trading data. Alphabet (NasdaqGS:GOOGL) now has a directly observable stake in one of the highest profile space infrastructure companies, which...

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Amazon Expands Satellite, Cloud And Robotics Investments As Valuation Gap Widens

ZivFin Analysis2026.06.13

Amazon.com (NasdaqGS:AMZN) plans to acquire Apple’s 20% stake in satellite operator Globalstar as part of an $11.6b satellite communications agreement tied to its Project Leo plans. The company also announced a new multi billion dollar AWS partnership with Pinterest, expanding its cloud reach into a major social media platform. In Europe, Amazon is rolling out a new generation of AI powered warehouse robots aimed at improving fulfillment efficiency and logistics capabilities. Amazon.com,...