Meta Platforms Inc Class A (META)
META's Closed-Loop Cooling Gains Ground: Can it Fuel AI Expansion?
Meta Platforms' closed-loop liquid cooling reduces water use, enables denser GPU racks, and supports its push to scale AI computing capacity.
Why Is Meta Platforms (META) Up 6% Since Last Earnings Report?
Meta Platforms (META) reported earnings 30 days ago. What's next for the stock?
Meta's $18 Billion Settlement May Be a Win for Investors
Meta Platforms NASDAQ: META just put a massive legal case in the rearview mirror, albeit at a very high cost. In a legal battle that involved several U.S. states, Meta has agreed to payments of up to approximately $18 billion.
Meta Stock Could Have 50% Upside. Here's the Bull Case
Meta shares have shed more than 23% over the past year, and a brutal Q2 report gave bears plenty of ammunition. But our proprietary model sees a very different story forming underneath the selloff.
Meta executive leaves for OpenAI as the social media giant faces growing scrutiny in India
Meta's India and Southeast Asia vice president, Sandhya Devanathan, is leaving the social media giant to join OpenAI, the ChatGPT maker told TechCrunch.
The Number One Reason to Buy Meta is Very Compelling
Every dip in Meta stock triggers the same response: another buy. With capex fears mounting and a trillion-dollar lawsuit underway, the case for adding shares keeps getting harder to ignore.
What Meta bought with its $18 billion settlement
Meta's new restrictions on teen accounts come with some convenient exceptions. A version of this story appeared in the BI Tech Memo newsletter.
Meta: When An $18 Billion Settlement Is Bullish
Meta's $18B legal settlement mitigates regulatory uncertainty and costs only $1B per year, which is virtually negligible against its massive revenue and earnings power. Audience restrictions under 18 years old won't impact core monetization because advertisers target 18+ users who possess the vast majority of purchasing power anyway. The core ad engine remains robust while multi-year growth optionality from WhatsApp monetization, AI glasses, and virtual reality provides strong fundamental tailwinds.
Meta: Disappointing Settlement, But Cost Of Doing Business
Meta Platforms resolved a major regulatory overhang with a teen safety settlement, removing a key risk to the stock. The $18 billion settlement is manageable, representing less than 1% of annual revenues and minimal impact on long-term profitability. META trades at a substantial valuation discount to mega-cap tech peers, with a forward P/E of 16x versus the sector's 23x average.
Why is Meta calling out TikTok and YouTube with a flurry of new ads? It's a game of 'reputational jujitsu.
Meta ran ads on social media and in print newspapers following a multibillion-dollar settlement. The advertisements call on TikTok and YouTube to join Meta in new protocols for teen safety.
Buried in Meta's $18B settlement is a legal pass on kids' data
In addition to paying out up to $18 billion and adding child safety measures, Meta's settlement agreement with attorneys general from 29 states includes an interesting provision: the states have agreed not to sue Meta under existing child safety laws over its retention and use of children's data.
What Meta's $17 Billion Settlement Means
Our reporter Cecilia Kang explains Meta's settlement of a lawsuit claiming that the company's social media platforms had harmed teenage users.
