Meta Platforms Inc Class A (META)
Meta Platforms Stock Rises Amid Nebius Partnership, Layoff Rumors
'Magnificent 7' stock Meta Platforms Inc (NASDAQ:META) is up 2.4% to trade at $627.94 this morning.
Meta Could Save Over $6 Billion if It Cuts 20% of Jobs. It May Not Make Much of a Dent, Says J.P.
J.P. Morgan projects cost savings in the range of $5 billion to $6 billion annually if Meta were to cut 20% of its workforce.
Meta Signs $27 Billion AI Infrastructure Agreement With Nebius
Meta has formed a $27 billion infrastructure agreement with AI cloud company Nebius. Under the agreement, Nebius will — starting early next year — provide $12 billion of dedicated capacity across multiple locations, the companies announced Monday (March 16).
Will Meta really cut 20% of its staff — and is AI to blame?
Meta Platforms may be prepared to shrink its workforce by up to 20% in a sign that artificial-intelligence productivity gains are finally materializing.
5 Things to Know Before the Stock Market Opens
Stock futures are pointing higher Monday ahead of a busy week that includes a Federal Reserve decision on interest rates, as investors monitor developments in the Iran war; crude oil futures are slightly lower after hitting their highest level in nearly four years; President Donald Trump is looking to recruit other countries to help escort oil tankers through the Strait of Hormuz; Nvidia's GTC conference, the so-called "Woodstock of AI," kicks off today; and Meta is reportedly set to lay off thousands of employees to offset the costs of massive AI investments. Here's what you need to know today.
Meta Platforms: Thanks For The Dip, I'm Buying The Market Panic
I initiated a small position in Meta as its valuation, with a forward P/E of 20.2x, is compelling after the recent pullback. META's robust revenue growth (~20% YoY) and expanding monetizable space underpin my conviction in its long-term compounding potential. While high CapEx and AI investment delays introduce risk, META's scale and network effects provide resilience and multiple growth avenues.
"Cautious Optimism" in Iran Pushes Crude Lower, NBIS & META Deal Sparks AI Rally
Some countries are making alleged deals with Iran as some ships make their way through the Strait of Hormuz, says Kevin Green. He talks about crude oil's pressure to the downside to start the trading week and takes investors through other headlines in his "cautious optimism" take.
Meta Stock: AI Is Boosting Ads, But Massive CapEx Raises Questions
Meta maintains a buy rating with a price target raised to $935.68, implying 47% upside despite recent stock weakness. AI-driven ad optimization continues to drive strong revenue and engagement, but Reality Labs remains a drag with increasing losses. Significant CapEx growth is constraining free cash flow, with CapEx expected to reach 49% of sales in 2026 and FCF growth limited.
Meta shares jump after Reuters report on plans for layoffs of 20% or more
Meta Platforms shares rose 3% on Monday following a Reuters report that the social media giant plans to lay off 20% or more of its workforce to offset heavy spending on artificial intelligence and bet on productivity gains from the technology.
Hyperscalers Are Spending Nearly $700 Billion in 2026 on AI Infrastructure -- but This Pales in Comparison to the Estimated $1 Trillion Spent by S&P 500 Companies on Another "Growth" Initiative
S&P 500 companies are investing in themselves in a big way.
Nebius Secures Massive Meta AI Contract Worth Up To $27 Billion
The agreement could reach a total contract value of up to $27 billion, significantly expanding the companies' collaboration in AI cloud computing.
Meta signs deal worth up to $27 billion with Nebius for AI infrastructure
Meta has inked a deal to spend up to $27 billion on AI infrastructure provided by Dutch company Nebius. The deal includes $12 billion of dedicated capacity and up to $15 billion of additional available compute capacity over a five year period.
