Long-term buy and hold investing sounds great. Indeed, some of the best returns of all time, from some of the greatest investors who have ever lived (ahem, Warren Buffett) have come from buying large positions in solid companies, and holding these positions for very long periods of time.
Meta Platforms (NASDAQ:META | META Price Prediction) seems to be in quite a strange spot in this AI race.
Bill Ackman built his fortune through Pershing Square Capital Management by taking large positions in companies he believes in, often concentrating his bets rather than diversifying broadly.
Mark Zuckerberg, chief executive of Meta, took the witness stand this week in Los Angeles, California at a landmark civil trial that could reshape how social media platforms are held accountable for alleged harm to young users' mental health.
Commentary: Meta's pushing its metaverse platform almost entirely to phones. It's the latest sign of a massive shift in the company's focus.
Meta Platforms is ramping CapEx, with 2026 guidance of $115–135 billion, fueling concerns over near-term ROIC compression. Despite higher investment, META's ad impressions grew 18% YoY in Q4/25, and marketing expenses dropped to 6% of revenue, signaling operational efficiency. META's revenue per user ($16.56) far outpaces competitors like SNAP and Reddit, underscoring superior AI-driven ad targeting and monetization.
Meta is shifting Horizon Worlds' focus from VR to a mobile app. Meta's Reality Labs, which has lost nearly $80 billion since 2020, sees mobile as a key growth area.
Meta reduced its annual distribution of stock options by about 5% for most of its staff, as chief executive Mark Zuckerberg ploughs billions of dollars into artificial intelligence build out, the Financial Times reported on Thursday.
Meta is shutting down its standalone Messenger website, the company shared in a help page. Starting April 2026, the website will no longer be available.
Meta Platforms faces intense market skepticism over escalating AI CapEx without a cloud business to justify the spend, despite having. META's push to become a platform company is challenged by Apple's hardware dominance and Reality Labs' ongoing cash burn. Yet, Meta has validated its ability to infuse AI into its core advertising business, debunking AI critics over its CapEx outlay.
A new report points to a 2026 release for a Meta fitness watch. But the real reasons for its arriving have to do with glasses, too.