Meta Platforms Inc Class A (META)
Meta's Data Quality Will, In My Opinion, Cause Its Moat To Widen
Meta Platforms is ramping CapEx, with 2026 guidance of $115–135 billion, fueling concerns over near-term ROIC compression. Despite higher investment, META's ad impressions grew 18% YoY in Q4/25, and marketing expenses dropped to 6% of revenue, signaling operational efficiency. META's revenue per user ($16.56) far outpaces competitors like SNAP and Reddit, underscoring superior AI-driven ad targeting and monetization.
Meta's metaverse is going mobile — and leaving VR behind
Meta is shifting Horizon Worlds' focus from VR to a mobile app. Meta's Reality Labs, which has lost nearly $80 billion since 2020, sees mobile as a key growth area.
Most Meta staff to get 5% less in equity rewards as Zuckerberg cuts costs for AI spending, FT reports
Meta reduced its annual distribution of stock options by about 5% for most of its staff, as chief executive Mark Zuckerberg ploughs billions of dollars into artificial intelligence build out, the Financial Times reported on Thursday.
Meta is shutting down Messenger's standalone website
Meta is shutting down its standalone Messenger website, the company shared in a help page. Starting April 2026, the website will no longer be available.
Meta: The Market's Surprising Pessimism Offers Us A Solid Buying Opportunity
Meta Platforms faces intense market skepticism over escalating AI CapEx without a cloud business to justify the spend, despite having. META's push to become a platform company is challenged by Apple's hardware dominance and Reality Labs' ongoing cash burn. Yet, Meta has validated its ability to infuse AI into its core advertising business, debunking AI critics over its CapEx outlay.
Meta Could Release a Smartwatch This Year: This Is Why It Makes Sense
A new report points to a 2026 release for a Meta fitness watch. But the real reasons for its arriving have to do with glasses, too.
Worst outcome in Meta LA trial are structural changes to their apps: Big Technology's Kantrowitz
Alex Kantrowitz, Big Technology founder, joins 'The Exchange' to discuss the social media trial taking place in LA.
Meta CEO Mark Zuckerberg set to testify in LA social media safety trial
Meta CEO Mark Zuckerberg will testify Wednesday in a landmark social media and safety trial. The Los Angeles trial is one of several major court cases this year that experts have described as the social media industry's "Big Tobacco" moment.
Meta's multibillion-dollar Nvidia deal sends a signal the chip giant's rivals can't ignore
As AMD shares fell and Google's TPU ambitions stalled, Meta's sweeping commitment to Nvidia's full chip stack amounts to a strong vote of confidence that should (at least temporarily) settle investor nerves For Nvidia Corp (NASDAQ:NVDA, XETRA:NVD), the timing could hardly be better. After a rocky and roller coaster start to the year, the AI GPU maker received a welcome shot in the arm.
Meta Platforms: Why Strong Money Loves It
Meta Platforms remains a top holding among elite investors, reflecting strong institutional and professional fund manager confidence. META's recent FQ4 earnings and elevated 2026 CAPEX guidance triggered a market overreaction, which ignored the company's robust free cash flow and AI expansion. Despite higher expense forecasts, META's FCF is projected to average $35B in 2026–2027, comfortably covering dividends, buybacks, and strategic initiatives.
Spain to Probe X, Meta, TikTok Over AI Images
Madrid is requesting prosecutors investigate the social-media platforms for potential crimes against minors linked with the dissemination of images generated by artificial intelligence.
