Yahoo Financeยท2025-09-11 09:35Group 1: Meta Platforms - Meta Platforms has over 3.4 billion daily users across its services, making it a low-risk investment with substantial advertising revenue to fund technology investments [3] - The stock has increased by 30% year to date, outperforming the Nasdaq Composite's 13% return, with revenue growing 22% year over year in Q2 and adjusted earnings per share surging 38% [4] - The company plans to invest between $66 billion and $72 billion in infrastructure this year, including expanding AI capacity through its Prometheus and Hyperion data centers [5] - Meta's CEO Mark Zuckerberg indicated that the company may spend $600 billion in the U.S. through 2028, highlighting significant growth opportunities [6] - Analysts project Meta's earnings to grow at an annualized rate of 17% over the next several years, with the stock expected to follow future earnings based on its current price-to-earnings multiple of 27 [7] Group 2: Alphabet (Google) - Alphabet's Google is a highly valuable online brand with billions of daily users across its services, providing growing ad revenue and profits that support investments in data centers and AI [10] - Alphabet's Gemini AI is driving improvements across the business, contributing to strong growth [9]