Meta Platforms Inc Class A (META)
Meta: The Best Time To Buy Is When Others Continue To Ignore
Meta Platforms is stunningly valued at just 17x forward earnings, well below its five-year average, reflecting heightened execution risk and market pessimism versus Alphabet. META's heavy AI CapEx, projected near $145B this year, pressures margins but is seen as peaking, with future profitability aided by improved AI-driven ad ROAS. Optionality in subscriptions and monetizing its 3.5B MAU base offers significant long-term upside beyond advertising.
Siri's New Brain
Plus, Anthropic's Fable woes, Meta's big teacher bonuses and the terrifying rise of deepfake porn.
A year after Meta tapped Alexandr Wang to build a new AI model, Zuckerberg has to sell it
Mark Zuckerberg's mega spending spree on AI began a year ago, when he lured Alexandr Wang to the company to oversee a new strategy. Wang's group rolled out a new model called Muse Spark in April, putting Meta back on the map in artificial intelligence.
Meta At 17x P/E: Investing Doesn't Get Any Easier
Meta Platforms remains under pressure due to investor skepticism over rising AI-driven capex and potential equity dilution. META's AI investments are already driving accelerating ad revenue growth, with Q1 FY26 revenue up 33% YoY and both ad impressions and pricing rising. Custom silicon deployment and new revenue streams like Business Agent, Meta One, and AI glasses offer significant long-term revenue and margin potential for the company.
How a Texas lawyer used AI to beat Meta in the social media addiction trial
Mark Lanier said he used AI before and during the social media addiction trial earlier this year. Lanier, who won the case against Meta and Google, said AI has transformed his workflow.
Meta reportedly moves to unwind $2B Manus deal after Beijing's demand
Meta has begun dismantling its $2 billion acquisition of Manus, completing an operational separation from the Chinese-founded AI startup and halting data sharing between the two companies. This is the most concrete step yet toward complying with a divestiture order Beijing issued roughly two months ago on national security grounds.
Meta's MASSIVE workforce academy GUARANTEES jobs at finish line
Meta President Dina Powell McCormick and CEO of mikeroweWORKS Foundation Mike Rowe join ‘Mornings with Maria' to discuss a new $115 million workforce initiative offering free training and guaranteed skilled-trade jobs.
Meta's Zuckerberg admits 'mistakes' made on AI transformation
Meta CEO Mark Zuckerberg has said that the social media giant has made mistakes on its AI transformation, in an internal memo seen by Reuters.
Rural Louisiana teachers set to get $50K bonuses — all thanks to Meta's AI data center
Richland Parish School Board said teachers will receive bonuses of up to $50,935 this year, a staggering jump from last year's maximum of $10,200.
Prediction: Can Meta Stock Reach $700 by Year-End?
Meta Platforms (NASDAQ:META | META Price Prediction) just delivered Q1 revenue of $56.31 billion, up 33% YoY, and EPS of $10.44 against a $6.66 consensus.
Are Facebook and Instagram Down? What to Know
Users are reporting problems with the Meta social media apps.
Meta's Facebook and Instagram hit by outages
Facebook and Instagram were suffering from widespread outages on Friday morning. Users of the Meta-owned social media sites reported issues with accessing the platforms, according to the third-party outage-tracking website DownDetector.com.
