Meta Platforms Inc Class A (META)
3 Numbers Show Wall Street Remains Blind About Meta's AI Spend and Keep Me Loading Up
I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the reason is simple: the market is pricing this company as if the AI capex bill will crush the P&L, and the numbers say the opposite.
Meta Platforms Turns AI Power Scarcity Into a $10 Billion Cloud Bet
A severe macroeconomic grid power shortage has quietly transformed physical artificial intelligence (AI) compute capacity into the technology sector's most valuable commodity. By leveraging its vast infrastructure to lease processing power to Anthropic, Meta Platforms NASDAQ: META is aggressively pivoting from a hardware consumer to a commercial cloud landlord, challenging established hyperscalers directly at the compute bottleneck.
Anthropic-Meta AI Deal in the Cards? ETFs in Focus
Anthropic's potential $10B AI computing deal with Meta could boost AI infrastructure demand and lift Meta-focused communication services ETFs like XLC and VOX.
Meta Platforms: Multiple Paths To Ride AI Boom
Meta Platforms is leveraging AI capex to drive both internal ad growth and new external monetization opportunities. META is negotiating a $10 billion, two-year AI compute deal with Anthropic, signaling a shift toward AI cloud revenue streams. Even modest external AI cloud deals could provide significant EPS upside, with $20 billion in AI cloud revenue equating to a $5+ EPS boost.
Users of Meta's Facebook, Instagram report suffering some outages
Meta's Instagram and Facebook social networks appeared to suffer some outages on Sunday, with users reporting issues with the app and website. Here are the details:
The Misunderstood Truth About AI Demand Has Me Buying Meta Over and Over
I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the reason is the exact thing most investors are getting wrong about AI right now.
Judge won't block Meta from axing workers who filed AI discrimination lawsuit
Dozens of employees claimed that they were targeted for job cuts by the company's AI-powered tools because they have disabilities or took medical leave.
I Can't Stop Buying Meta's Upward Surge for These 3 Reasons
I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and I am not embarrassed to say the last add was this week.
Meta could soon lease computing power to Anthropic
Meta Platforms (META) shares are in the spotlight on July 17th following reports that the tech giant is in preliminary discussions to lease out its computing infrastructure to AI research lab Anthropic. The blockbuster deal rumoured to be worth up to $10 billion arrives at a time when Meta sits firmly above its major moving averages (MAs) – with an RSI in the mid-50s indicating intense buying pressure.
3 AI Spend Metrics That Keep Me Buying Meta Leading Up to July 29 Earnings Report
I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction) because I have finally seen a hyperscaler turn a compute bill into a receipt in the same quarter it wrote the check.
Anthropic in early talks with Meta to acquire compute power
Anthropic is in very preliminary talks to lease computing power from Meta. The talks come weeks after Anthropic announced a similar deal with Elon Musk's SpaceX to use the computing capacity at its Colossus 1 data center to improve capacity for paid subscribers.
Meta's Agentic AI Leadership Strategy is Why I Can't Stop Buying Over and Over
I keep buying Meta Platforms (NASDAQ:META | META Price Prediction), and I am not planning to stop.
