Meta Platforms Inc Class A (META)
Meta's AI splurge lays bare its compute conundrum
Meta can simultaneously fuel its own AI ambitions and rent out its scarce computing capacity to bolster returns, CEO Mark Zuckerberg signaled on Wednesday. The problem is: investors aren't buying it.
Meta stock plunges 9% overnight; Here's why
In the night between July 29 and July 30, Meta Platforms (NASDAQ: META) stock followed one of the most common trends among big tech equities in 2026: it suffered a severe price plunge shortly after publishing its quarterly earnings.
Meta's Case for Its AI Spending Keeps Getting Weaker
The company's all-out splurge is running into higher costs, borrowing constraints and investor pushback.
Here's What Key Metrics Tell Us About Meta Platforms (META) Q2 Earnings
While the top- and bottom-line numbers for Meta Platforms (META) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Your screentime on Instagram is growing, thanks to Meta's AI push
Meta said that time spent on Instagram grew by double digits year over year this quarter. Zuckerberg said that Instagram recommendations are "becoming more personalized" because of AI.
Zuckerberg Loses $15 Billion As Meta Shares Plunge Following Earnings Disappointment
Meta Platforms (NASDAQ:META | META Price Prediction) shares tumbled in after-hours trading on Wednesday, July 29, after the social media giant delivered a rare profit miss, with the stock falling as much as roughly 10% at the low.
Meta Stumbles as Tech Investors Demand Better Answers on AI Spending
Meta fell and Microsoft rallied after sending very different signals on how they're monetizing their massive AI outlays.
Zuckerberg lays out Meta's AI capacity dilemma: What to sell vs. what to keep
Meta told investors during its earnings call that there's a balancing act when it comes to the company's infrastructure buildout. As Meta prepares to sell some of its excess capacity, Zuckerberg said the company has to consider what it should lease and what it should keep for developing its models and services.
Zuckerberg Says Billions Will Rely on Personal AI Agents
A day after blasting OpenAI and Anthropic for hoarding information, the drama surrounding Meta's Q2 earnings call centered around how he would follow up. Listeners didn't have to wait long for the answer.
Inside India newsletter: Meta's clout in the world's largest democracy is surging — inviting scrutiny
The recent Gen Z student protest in India has cast a spotlight on Instagram's growing influence in the country's politics. Indian Prime Minister Narendra Modi posted his first selfie video on the platform last Thursday, raking in nearly 400 million views, in a bid to reach out to Gen Zs.
Meta Platforms Q2 Earnings Call Highlights
Meta Platforms NASDAQ: META reported second-quarter 2026 revenue growth of 28% as the company said artificial intelligence initiatives improved content recommendations, advertising performance and product development, while it continued to accelerate spending on data centers and other AI infrastructure.
Meta is 'throwing spaghetti at the wall' with its AI strategy, one analyst warns
Meta's stock is tumbling as its AI bets wipe out most of its free cash flow. One analyst said its latest AI rollouts feel like "throwing spaghetti on the wall.
