Meta is burning through capital at a pace that would make most CFOs flinch, yet the math behind a potential share price doubling by 2030 is more credible than Wall Street's one-year thinking suggests.
Kalie Robins said the episode began when she shared what she called an “innocent” clip of herself singing in the car with one of her daughters.
The rejected video ad featured a voiceover pressuring TikTok and YouTube to take action, Axios reported, citing sources familiar with the matter. TikTok informed Meta on Wednesday that it wouldn't run the ads because they violate its policy against advertising with “political content.
Meta Platforms, Inc. stays firmly at Buy for me, with AI and personal intelligence as strategic growth pillars despite recent litigation headlines on the social media addiction case settlement. The $18 billion settlement's financial impact is relatively muted, spread out over a decade, and has a relatively insignificant effect on its annualized free cash flow. META's Muse AI personal agent launch signals grand ambition in personal superintelligence, but near-term monetization and conversion rates remain uncertain, keeping valuation subdued.
Meta's new AI agent Muse shot to third on the US App Store in two days, but the feature that makes it genuinely useful is the same one giving analysts pause: it needs your inbox, your accounts, and possibly your
Meta just outran a falling market by more than 7 points in a single month, yet the stock still trails the S&P 500 by nearly 13 points year to date and carries a capex bill that cratered free cash flow
Meta just put a price tag on its AI ambitions, and the number reveals something uncomfortable about how dependent the company still is on a single revenue stream that has nothing to do with subscriptions.
Meta Platforms (META) closed at $644.38 in the latest trading session, marking a -1.42% move from the prior day.
Andrew Tulloch, a star AI researcher, is leaving Meta for Anthropic. Prior to Meta, Tulloch worked at the AI startup Thinking Machines Lab and, before that, at OpenAI.
Meta is asking some employees in its Applied AI division if they want to become managers again. Meta had previously converted those people from management roles as part of a reorganization.
Meta is beginning to win over Wall Street following Tuesday's launch of its new AI app, Muse. The tech giant's push into agentic AI is also a hot topic on X among industry players.
Meta's stock surged on the promise of an AI agent that wants access to your inbox, calendar, and payments.