Meta Platforms, Inc. Class A Common Stock (META)
November's Top 3 AI Stocks With Big Upside
AI momentum meets market strength this November as QUALCOMM, Microsoft, and Meta emerge as top Driehaus strategy picks.
Meta bought 1 GW of solar this week
Meta signed three deals this week to procure nearly 1 gigawatt of solar power as it races to power its lofty AI ambitions.
Meta Platforms: $73 Billion Lost In VR, The Ghost Of 2022 Has Returned To Haunt Shareholders
Meta Platforms, Inc. continues to deliver strong core business growth, with Family of Apps revenue up 26% and daily active users exceeding 3.5 billion. META's aggressive CapEx, especially in AI and VR, raises concerns as cumulative VR losses approach $73 billion, and 2026 CapEx could near $100 billion. Despite robust fundamentals, META's profitability is pressured by heavy investments and unclear returns from new ventures, making META stock riskier than its peers.
Opinion: Meta Stock's Post-Earnings Plunge is a Golden Opportunity to Buy
Meta Platforms (NASDAQ:META) shares really imploded on Thursday, as investors grew concerned about the hefty AI spending as well as the rare miss on earnings.
Wall Street Doesn't Grasp Meta's $65 Billion Spend (The Goal Is Personal Superintelligence)
Wall Street is staring at a $65 billion commitment from Meta Platforms, yet many analysts are openly confessing they don't understand what they're seeing.
Meta Stock Drops 10%, How Low Can It Go?
Meta Platforms (META) stock fell 11.3% in a single day after investors reacted negatively to the company's plans to meaningfully increase capital spending next year to support its growing AI compute needs.
Is Meta Placing an Unrealistic Bet on AI?
Meta is pouring billions into its biggest artificial intelligence (AI) bet yet. CEO Mark Zuckerberg told analysts in the company's Q3 earnings call that he is “very focused on establishing Meta as the leading frontier AI lab” and on “building personal superintelligence for everyone.
Meta Platforms: The Sell Off Over A Tax Charge And CapEx Is Unwarranted
Meta Platforms (META) presents a compelling long-term opportunity after a post-earnings sell-off driven by a misunderstood one-time tax expense. Despite a headline EPS miss, META delivered strong Q3 results with 26% YoY revenue growth, expanding cash flow, and robust operational performance. META's aggressive investments in AI, wearables, and its app ecosystem position it for future revenue growth and margin expansion through 2026.
Meta's AI Strategy Looks Riskier Than Its Peers
Meta had strong Q3 results, but the stock dropped 11% due to a $15.93B tax charge and massive AI capex increases. Meta's AI strategy is failing with a botched Llama 4 release, multiple restructurings, and AI team layoffs. Meta's advertising-only monetization path makes its AI investments far riskier compared to competitors.
Meta Q3: Hefty Tax Charge, CapEx Ramp, Bargain P/E
Meta Platforms delivered strong Q3 results, with 26% Y/Y revenue growth and robust free cash flow despite a one-time tax charge impacting net income. META is ramping up CapEx by $6.0B to a new range of $70-72B in order to a accelerate AI and superintelligence investments. Core digital advertising KPIs are showing positive trends, such as ad prices increased 10% Y/Y.
Meta to issue bonds worth up to $30 billion
Social media giant Meta Platforms will raise funds through bond offerings worth up to $30 billion, it said in a filing on Thursday.
Meta Q3: Market Doesn't Trust Zuck
Meta Platforms (META) fell over 7% post-earnings despite strong revenue and user growth, mainly due to rising CAPEX and margin concerns. META's aggressive AI and infrastructure investments are pressuring free cash flow and margins, causing investor skepticism about management's spending discipline. The market remains wary of Zuckerberg's ambitious spending, recalling past Metaverse missteps and questioning META's competitive advantage in AI.
