When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Meta Platforms, Inc. remains a market leader with a robust core business, justifying its current peak valuation despite recent share price softness. META's near-term outlook is clouded by rising expenses and capital intensity, as generative AI investments pressure margins and free cash flow. Neat-term returns hinge on optionality: "Vibes" launch, Llama, and other upside surprises from the Meta Superintelligence Labs team.
CoreWeave Inc shares rose 11.5% to $136.95 premarket on Tuesday after the company disclosed a significant expansion of its cloud services relationship with Meta Platforms Inc (NASDAQ:META). The new order reinforces the position of the company as a key player in the rapidly expanding AI infrastructure market.
Meta Platforms NASDAQ: META recently held one of its biggest events each year: Meta Connect. At this event, the company takes the opportunity to unveil its latest innovations when it comes to consumer devices.
Wall Street analysts are growing increasingly optimistic about Meta stock, highlighting a potential $25 billion revenue gain that could come from the company's evolving advertising approach on WhatsApp, Threads, and AI-driven platforms.
Meta announced Friday that Facebook and Instagram users in the UK will be able to buy ad-free subscriptions, extending a model already in place in Europe, to comply with regulation.
Meta Platforms said on Friday it would offer an ad-free subscription option to Facebook and Instagram users in the United Kingdom in the coming weeks.
Meta launches $799 Ray-Ban smart glasses with a screen, aiming to start replacing your smartphone. @markgurman tests out some of the company's newest AI glasses Click Here
Meta announced on Thursday that its Teen Accounts are now being expanded to teens on Facebook and Messenger globally, after initially only being available to users in the U.S., U.K., Australia, and Canada. The accounts, which feature built-in protections and parental controls for younger users, first launched on Instagram last fall.
Citi analysts are “incrementally positive” on Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SWX:FB)'s artificial intelligence (AI) glasses strategy and believe adoption could reach a tipping point in 2026. “To be sure, while use cases for smart glasses continue to evolve, it is increasingly clear to us that the capabilities of these devices are growing, that Meta has a multi-year head start, and that its Essilor Luxottica partnership is creating differentiated products (like the Meta Ray-Ban Display and the Neural Band)," the analysts wrote in a note to clients.
Meta is reportedly investing “tens of millions” in its new super PAC dedicated to combating state-level proposals to regulate artificial intelligence (AI) and other technologies.
Meta hasn't complied with Sen. Josh Hawley's demand for hundreds of pages of AI chatbot rules.