Meta Platforms Inc Class A (META)
Meta: An Inconvenient Truth The Market Hasn't Priced In Before Q2
Meta Platforms, Inc. delivered 33% YoY revenue growth and 61% net income growth, but the stock sold off due to higher CapEx guidance. META raised 2026 CapEx to $125–$145 billion, compressing near-term cash flow, yet maintains a Strong Buy rating based on robust ad growth and AI-driven monetization. Key growth drivers include a $30 billion annualized run rate from Value Optimization and partnerships and rapid scaling of business AI and Muse Spark Shopping Mode.
5 Things to Know Before the Stock Market Opens on Thursday
Stock futures are sharply higher this morning as tech shares bounce back from their recent slump after an AI favorite handily beat earnings estimates; Micron shares are soaring after the memory chip maker posted results well above what analysts had expected thanks to strong AI demand; the Personal Consumption Expenditures report is expected to show that inflation surged in May; SpaceX shares are rising after closing at their lowest level since the company's historic IPO; and Qualcomm shares are surging after the chipmaker issued bullish new forecasts and announced a partnership with Meta. Here's what you need to know today.
Meta's reckoning has arrived
Early last year, Meta's chief technology officer, Andrew Bosworth, had a clear message for his staff. "You should quit if you feel that way," he told one employee who said workers were being treated poorly.
Meta forced thousands of engineers into AI training work. Now it's giving some a way out.
Meta reassigned thousands of engineers to units focused on AI training last month. Now, Meta is letting people leave the unit if they want to.
Meta's Internal Turmoil: Morale Nears 20-Year Low at the Wrong Time
Meta Platform's NASDAQ: META last earnings report disappointed investors, leading shares to fall more than 8% to $611 afterward. This drop has so far indicated the start of a larger slide for the stock, as Meta has continued to tumble, recently falling below $575.
Facebook rolls out an AI companion app for creators
Facebook announced on Wednesday that it's reimagining its Creator Studio tool as a standalone AI companion app designed to help creators grow their audiences on the social network.
Meta Platforms stock has become a bargain: will it rebound or slip further?
Meta Platforms (NASDAQ: META) stock has fallen sharply in recent months, sliding from its record high of $796 in August last year to $562. Although the decline has left the company looking increasingly undervalued, downside risks remain, and the stock could face further weakness in the near term.
Meta Targets Prediction Market Demand With Play Money Platform
Meta is developing a prediction market platform that would initially allow betting with play money before the company considers enabling real stakes, Seeking Alpha reported Tuesday (June 23), citing a paywalled article by The New York Times.
Mark Zuckerberg wants Meta to launch its own prediction market
Mark Zuckerberg is betting that prediction markets are the future.
Meta is building a prediction markets app to rival Polymarket, Kalshi: report
Zuckerberg recently tasked a team inside Meta with building the experimental app, which is internally known as “Arena,” the New York Times reported.
European Union escalating probe into Meta's addictive features for kids: report
The European Commission, the EU's competition watchdog, is close to issuing its preliminary findings – including that Facebook and Instagram are built with addictive features, Bloomberg reported, cited people familiar with the matter.
META Broadens Instagram TV Reach: Can It Boost User Engagement?
Meta Platforms expands Instagram TV to more devices, adds AI-powered video features and shares viewing tools as it pushes for higher engagement.
