Meta Platforms Inc Class A (META)
Meta Platforms Bets Big on AI Data Centers: Is More Growth Ahead?
META is scaling AI data centers to boost model development, ad performance and engagement despite rising costs and fierce competition.
Will Higher Ad Revenues Aid Meta Platforms Stock in Q2 Earnings?
META's Q2 results may show ad revenue gains as AI targeting, stronger engagement and rising impressions boost advertiser returns.
Meta earnings preview: capex is failing to deter options pricing
Meta Platforms (META) shares are inching lower heading into the company's fiscal Q2 results set to be posted after the market close on Wednesday, July 29th. Consensus is for the tech behemoth to record $60.2 billion in revenue on $7.18 a share of earnings, which would represent roughly no change in bottom-line on a year-over-year basis.
Meta likely to highlight smart glasses, avoid social media policy on upcoming earnings call, Kalshi traders say
Meta is set to report earnings on Wednesday after the market close. Kalshi traders think the company on its conference call will likely highlight its Ray-Ban Meta smart glasses.
Meta is up against a wall of AI pessimism heading into earnings
Following Alphabet's earnings last week, investors will be closely scrutinizing Meta's AI spending.
Meta's AWS Moment May Be Here
Meta Platforms has underperformed the S&P 500, declining 15% over the past year. The main culprit is Meta's aggressive investments in AI infrastructure. I believe that AI investments are already enhancing META's core advertising business through improved engagement, ad inventory, and monetization. However, my focus in this analysis is on something completely different. I believe the market will continue to turn a blind eye to expected AI-driven improvements in Q2 in the absence of any commentary regarding a direct AI revenue channel.
The Price to Finance the AI Data Center Boom Is Rising, Just Ask Meta
Meta's data-center project priced a $12.5 billion offering with a higher interest rate than a similar deal last year, as AI companies flood the market with new debt.
Meta Is Fighting a Mountain of Social-Media Lawsuits—at Just the Wrong Time
In the midst of an expensive AI transformation, the company is grappling with litigation that could cost it billions and force painful changes.
Meta Wants AI to Become Every Employee's Coworker
Meta is trying every angle it has to make its artificial intelligence (AI) bet pay off. It has spent more than $100 billion building the infrastructure.
Meta disregarded its own research on teen harm, Tennessee tells jury
Attorneys for the state of Tennessee told a jury in Nashville on Monday that Meta Platforms' leadership disregarded internal research about its Instagram platform's impact on teenagers as the company sought to maximize profit from young users.
Meta Platforms: Time To Be Greedy
Meta Platforms, Inc. is attractively valued ahead of Q2 earnings, trading at 17–18x forward earnings versus historical norms above 20x. META has a robust track record of beating earnings expectations, with 13 consecutive quarters of outperformance and potential for another beat this quarter. Revenue growth is driven by user expansion, ad pricing power, and increased ad volume, while capital expenditures—primarily for AI—are not seen as a financial threat.
Meta Reports Earnings Wednesday. Here's How Much Traders Expect Its Stock to Move
Meta Platforms is slated to post its quarterly earnings after markets close Wednesday, with traders pricing in a sizable move from the social media giant's stock.
