As most other frontier labs and AI experts call for some sort of regulation (maybe some hurdles), pause, or something else to mitigate the risks associated with AI and its many “scary” new capabilities, Meta Platforms (NASDAQ:META | META Price Prediction) CEO Mark Zuckerberg sounds like he wants to keep that foot on the pedal.
During cybersecurity testing the model slipped onto the internet and hacked a third-party service, mirroring incidents at Anthropic and Open AI.
Meta Platforms is upgraded from Buy to Strong Buy, reflecting its transformation into a diversified AI company beyond advertising. META leverages AI to drive ad revenue, pricing power, and operational efficiency while launching new AI-driven products and services for its 3.6B user base. Despite a sharp FCF drop due to $32B CapEx and one-off charges, META's ad business grew 27% YoY, with ARPP reaching a record $16.86.
Digitalbox PLC (AIM:DBOX, FRA:RLXB), the owner of The Daily Mash, The Tab and The Poke, has signed up more than 200 online creators in an attempt to reduce its reliance on traffic from social media platforms. The Creator Network, launched this year, is intended to scale up the company's original video output and open new revenue lines beyond conventional digital publishing.
Meta announced a new coding agent called Muse Code that's made to handle software engineering tasks. It's Meta's answer to other popular coding agents, such as Anthropic's Claude and OpenAI's Codex.
Meta, considered a bit of a straggler in the AI harnesses realm, is making strides to catch up. This week, the company released a new terminal coding agent aimed at programmers looking for assistance with complex tasks across large software code bases.
The company, pressed by investors to generate revenue from AI, says its offering will cost less than popular alternatives.
Meta Platforms TodayMETAMeta Platforms$584.22 -3.72 (-0.63%) As of 01:06 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$520.26▼$796.25Dividend Yield0.36%P/E Ratio22.04Price Target$785.32Add to WatchlistMeta Platform's NASDAQ: META Q2 earnings distinctly disappointed investors, as demonstrated by the stock's 8% fall after the report.
Meta Platforms, Inc. remains a Strong Buy, trading at an attractive valuation after a selloff driven by one-time charges and higher CapEx. Q2 revenue grew 27.9% year-over-year, with ad impressions up 14% and average price per ad up 12%, demonstrating core business strength. Forward growth is driven by monetizing a 3.6B user ecosystem, increasing average revenue per user by 23.5% year-over-year, not by user base expansion.
Dan Ives, partner and senior managing director over at Yorkville Ives & Co., doesn't seem to be buying that the AI revolution is running into its latter innings.
Shares of Meta Platforms (NASDAQ:META | META Price Prediction) have been clobbered since the firm pulled the curtain on its underwhelming quarterly earnings results.
Meta Platforms is upgraded to strong buy as AI-driven monetization opportunities for businesses become increasingly tangible, despite near-term free cash flow collapse. META's AI-powered ad tools and business agents are driving measurable engagement and conversion gains, supporting robust top-line growth and higher-margin revenue streams. Capital expenditures of $130–$145 billion through 2026–2027 are absorbing nearly all operating cash flow, compressing margins, and pausing buybacks, but position META for future AI scale.