META rides AI-driven ad gains and rising engagement, but overvaluation and monetization concerns linger for now.
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Harkening back to the late 2010s, Meta Platforms NASDAQ: META is reportedly exploring the use of cryptocurrencies in its business, specifically stablecoins. Meta had its first foray into stablecoins in June 2019 with Libra.
Meta is stepping up its spatial computing ambitions, even as interest in Apple's Vision Pro continues to be lackluster. [contact-form-7] Meta is testing artificial intelligence-generated 3D photos on Instagram within the Meta Quest augmented reality/virtual reality headset, according to a May 22 company blog post.
Meta Platform's AI push will be a key driver for the company in 2025, with integrations coming across numerous platforms, which is fueling engagement and increasing ad sales.
Meta Platforms, Inc.'s nuclear deal locks in stable, clean power—ensuring predictable costs as AI energy needs surge. It's smart risk management with long-term margin benefits. While peers wait on future tech, Meta secures 1,121 MW of baseload energy now—gaining a rare reliability edge for scaling AI and data centers. This is more than ESG—it's operational foresight. Fixed pricing limits downside, bolsters free cash flow, and sets the tone for energy-smart Big Tech leadership.
The tech company has talked with Disney and A24 about exclusive content for a premium VR device.
Meta has agreed to buy nuclear power from Constellation Energy to run its artificial intelligence ambitions. Jefferies Analyst Brent Thill talks about the impact of the plan with Caroline Hyde and Ed Ludlow on “Bloomberg Technology.
The four executive orders recently signed by President Donald Trump help to address the importance and growth of the U.S. nuclear-energy sector in domestic power generation, but it'll be quite a challenge for the nation to provide the uranium it requires to quadruple nuclear-energy capacity in 25 years.
I'm maintaining my buy on Meta Platforms, Inc., mainly driven by the company's aggressive AI push and new clean energy initiatives, especially the nuclear power deal. Meta's automation of AI ads and commitment to nuclear energy position it as a leader in both AI monetization and sustainable infrastructure. Technical indicators confirm a bullish trend at current levels, and I see current valuation as attractive for long-term investors, with further upside likely into FY 2026.
An international research collaboration has recently uncovered a potential privacy abuse involving Meta and the Russian tech giant Yandex. They found that native Android apps—including Facebook, Instagram, and several Yandex apps such as Maps, Navi, Browser, and Search—silently listen on fixed local ports on mobile devices to de-anonymize users' browsing habits without consent.
The tech giant's data centers will start slurping power from a nuclear plant in 2027.