Meta Platforms Inc Class A (META)
Meta is testing an AI bedtime story app for people with no imagination
Meta is working on an AI storytelling app called StoryKit, which creates AI-generated children's stories with custom characters, settings, lessons, and music. As the App Store listing assures parents, “You don't need to write a single word.
What Happened When Meta Used A.I. to Ban Accounts on Facebook and Instagram
Users said the technology mistakenly deleted their accounts. To resolve the issue, they still had to rely on A.I.
Zuckerberg Promises No One Notices When He Takes Work Calls On His Jet Ski. His Glasses Division Lost $19.2 Billion Last Year
Mark Zuckerberg has a new flex: taking business calls while riding a jet ski wearing Meta (NASDAQ:META | META Price Prediction)'s Ray-Ban Display glasses.
Wall Street sets Meta stock price target for next 12 months
Meta Platforms (NASDAQ: META) involvement with the artificial intelligence (AI) ‘boom' has been undergoing numerous and rapid changes in 2026 and, according to Rothschild & Co Redburn analysts, the latest shift is a positive one.
Meta Platforms: Vertical Integration Is The Play - Reiterating Strong Buy (Earnings Preview)
Meta Platforms is expanding into cloud hosting, leveraging underutilized GPU capacity as rental rates surge, reinforcing its enterprise AI ambitions. This pivot supports a vertically integrated AI stack, targeting agentic AI adoption and potentially enhancing operating margins as soon as eFY27. Cloud hosting could add $0.75/share to eFY27 EPS; META's net cash position and discounted valuation support shareholder value.
Zuckerberg Is Quietly Turning Meta Into A Compute Provider Ahead Of Q2 Earnings
Meta Platforms, Inc.'s Q2 earnings will focus on CapEx guidance (already revised for 2026); market sentiment hinges on Meta's ability to monetize AI infrastructure investments. Meta's recent pivot toward becoming a neocloud provider and compute lessor, including a potential $10B Anthropic deal, could reduce its persistent valuation discount by providing a path to such monetization. Integration of AI models within Meta's social ecosystem and the scaling of Meta Glasses are key forward catalysts, though risks remain around CapEx returns and hyperscaler competition.
Meta's AI Ambitions Keep Expanding. Is META Stock Keeping Up?
Meta has become the poster child for the hyperscaler AI spending race.
3 Numbers Show Wall Street Remains Blind About Meta's AI Spend and Keep Me Loading Up
I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the reason is simple: the market is pricing this company as if the AI capex bill will crush the P&L, and the numbers say the opposite.
Meta Platforms Turns AI Power Scarcity Into a $10 Billion Cloud Bet
A severe macroeconomic grid power shortage has quietly transformed physical artificial intelligence (AI) compute capacity into the technology sector's most valuable commodity. By leveraging its vast infrastructure to lease processing power to Anthropic, Meta Platforms NASDAQ: META is aggressively pivoting from a hardware consumer to a commercial cloud landlord, challenging established hyperscalers directly at the compute bottleneck.
Anthropic-Meta AI Deal in the Cards? ETFs in Focus
Anthropic's potential $10B AI computing deal with Meta could boost AI infrastructure demand and lift Meta-focused communication services ETFs like XLC and VOX.
Meta Platforms: Multiple Paths To Ride AI Boom
Meta Platforms is leveraging AI capex to drive both internal ad growth and new external monetization opportunities. META is negotiating a $10 billion, two-year AI compute deal with Anthropic, signaling a shift toward AI cloud revenue streams. Even modest external AI cloud deals could provide significant EPS upside, with $20 billion in AI cloud revenue equating to a $5+ EPS boost.
Users of Meta's Facebook, Instagram report suffering some outages
Meta's Instagram and Facebook social networks appeared to suffer some outages on Sunday, with users reporting issues with the app and website. Here are the details:
