Meta Platforms Inc Class A (META)
Meta: Market Misprices Intact Fundamentals
Meta's core social media business delivers massive cash flow, enabling heavy investment in AI and innovation with a proven high ROIC. The management is working really hard to deliver superior value for digital advertising customers, which will inevitably result in greater loyalty and improved growth potential. Valuation remains attractive, with estimated FY2025 P/E at 25.4 and Wall Street's average target price suggesting 22% upside.
Italian families target Facebook, Instagram and TikTok over child safety
A group of Italian families has filed a lawsuit against Facebook, Instagram and TikTok, accusing the platforms of failing to enforce age restrictions and using addictive features that harm children's mental health.
Pembina to Secure Data Center Deal With Meta in Alberta
PBA reportedly nears a deal to fuel Meta's massive AI data center in Alberta with natural gas via its Alliance pipeline, partnering with Kineticor and Beacon AI.
This Meta alum has spent 10 months leading OpenAI's nationwide hunt for its Stargate data centers
Since January, OpenAI has fielded hundreds of proposals in a stealth search for Stargate data center sites, prioritizing access to power, scalability, and local support. Led by former Meta executive Keith Heyde, the company is moving from being a cloud customer to an infrastructure builder.
The Best Trillion-Dollar AI Stock to Buy Now, According to Wall Street (Hint: Not Nvidia)
Ten companies traded on U.S. stock exchanges currently have market values of at least $1 trillion, and nine are deeply involved in artificial intelligence (AI). They are listed in descending order based on the upside (or downside) implied by the median target price among Wall Street analysts as of October 3.
Meta: I'm Buying This Stock On Strong Ad Impressions (Rating Upgrade)
I'm upgrading Meta to a buy rating after the company recently delivered substantial acceleration in ad impressions that powered >20% y/y revenue growth. On top of this, Meta continues to drive economies of scale, with operating income and EPS growing at 38% y/y. While Meta's valuation still sits at a premium (~24x forward P/E), Mag 7 peers have also risen, putting Meta on the cheaper side of the group.
After Trump Deal, Can Meta Stock Withstand TikTok's Onslaught?
In a big milestone for Meta Platforms NASDAQ: META, the tech giant recently announced that Instagram has now hit 3 billion monthly active users. That's around 37% of the world's population of 8.1 billion, demonstrating the platform's dominance.
Meta must ease access to non-profiled timeline: Dutch court
A Dutch court Thursday ordered Meta to ensure that Facebook and Instagram users in the Netherlands have "direct and easily available" access to a feed that is not based on algorithmic profiling.
Deepfake political scam ads surge on Meta platforms, watchdog says
Scammers are among the top political ad spenders on Meta's platforms, using deepfake videos of American politicians—including President Donald Trump—to promote fake government benefits, a watchdog group said Wednesday.
Meta Will Use AI Interactions to Generate Personalized Ads
Meta will begin using people's conversations with its artificial intelligence to create personalized ads and content. The change is set to go into effect Dec. 16, the tech giant announced Wednesday (Oct. 1), with Meta set to begin informing people about the update via notifications and emails next week.
Will Meta Platforms (META) Beat Estimates Again in Its Next Earnings Report?
Meta Platforms (META) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Meta to use AI chats to personalize ads, content
Meta will begin using people's conversations with its artificial intelligence chatbot to tailor the ads and content they see on Facebook and Instagram, the social media giant announced Wednesday.
