Meta Platforms Inc Class A (META)
Meta's Bold $6.5 Billion Power Move to Turbocharge Its Cloud and AI Takeover
The AI arms race has entered a new phase.
Meta's Capex Is Paying Off, But The Market Doesn't Care
Meta Platforms is rated a Strong Buy due to accelerating revenue growth, driven by AI-enhanced advertising and expanding monetization avenues. META's AI-powered Advantage+ campaigns deliver 17% higher ROAS and 32% lower CPA, fueling advertiser spend and supporting sustained revenue growth. Subscriptions and wearables offer incremental upside, while Reality Labs' AI glasses show rapid adoption, though profitability remains a wildcard.
Meta AI agents not advancing as quickly as planned, Zuckerberg tells staff: report
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) CEO Mark Zuckerberg has acknowledged shortcomings in Meta's sweeping restructuring efforts during an internal town hall on Thursday, saying the company's AI agent systems had not advanced as quickly as expected, according to a recording heard by Reuters. Zuckerberg said the restructuring, which included major job cuts and a broad reassignment of employees toward artificial intelligence initiatives, had not been as “clean” as it could have been and that executives miscalculated the timing of the changes.
Meta Platforms, Inc. (META) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Meta Platforms (META). This makes it worthwhile to examine what the stock has in store.
Meta: The Cure For CapEx Anxiety
Meta Platforms is entering the cloud computing market, leveraging excess capacity to diversify beyond digital advertising. Meta's capital expenditures are set to surge to $125–145B in 2026, supporting its cloud buildout and super intelligence ambitions. Shares trade at a rock-bottom forward P/E of 16.0x, offering significant upside as Meta could achieve industry-average multiples and cloud-driven revaluation.
Why Meta's Betting-App Dream Could Be a ‘Poison Golden Egg' for Its Cash Machine
The hosts at TBPN spent a segment this week chewing over a report from NPR's Bobby Allen that Meta (NASDAQ:META | META Price Prediction) considered acquiring Kalshi before deciding to build its own prediction-market app.
What Meta Said About Slow Progress on AI Agents
Meta CEO Mark Zuckerberg admitted AI agents haven't progressed the way the social-media company hopes but that doesn't mean he's giving up on the technology.
Zuckerberg Tells Meta Employees AI Agents Are Advancing Slower Than Expected
Meta CEO Mark Zuckerberg told employees Thursday (July 2) that artificial intelligence (AI) agents have not progressed as quickly as he expected, a rare admission from the executive who bet his company's structure, and as much as $145 billion in infrastructure spending this year, on the technology.
Alexandr Wang says Meta's coming AI has caught up with OpenAI's flagship model
Meta's AI chief, Alexandr Wang, says its coming Watermelon AI model now matches OpenAI's GPT-5.5. Wang shared the update at a town hall as Meta CEO Mark Zuckerberg doubles down on AI investments.
Zuckerberg says AI agent development going slower than expected
Meta Chief Executive Mark Zuckerberg told an internal town hall on Thursday that AI agent development over the last four months has not "accelerated in the way we expected," according to a recording heard by Reuters.
Meta Is Looking to Launch a Cloud Computing Business. Its Stock Is Popping
Meta's stock is soaring on signs it could be on the verge of launching a new business.
Meta quietly launches vibe-coded gaming app Pocket
Meta is getting into gaming with the launch of a new app called Pocket, which allows people to generate small, interactive apps and games using AI prompts. The software, a result of Meta's acquisition of the team at the vibe-coded gaming platform Gizmo earlier this year, describes itself as “a creative platform for making and sharing gizmos,” which is what the interactive experiences are called.
