Meta Platforms Inc Class A (META)
Meta's $135 Billion Question: Can AI Compute Turn CapEx Into A New Growth Engine?
My answer to the title: not yet, and maybe never the way bulls hope. Selling compute is unlikely to match the roughly 52% operating margin of Meta's Family of Apps. Two things flipped it in July: a Bloomberg report on a Meta cloud business, and a paid model API. Suddenly, the capex looked rentable, not dead money. What I need on the 29th of July is proof that Meta Compute actually exists. Named customers would be very welcome.
Did Meta Signal The AI Boom Is Overbuilt? Wall Street Cheered Anyway
On July 13, Meta said it would put more than $50 billion into a single Louisiana data center, more than doubling its planned capacity to 5 gigawatts. Twelve days earlier, Bloomberg reported that the same company was developing plans to sell its "excess" AI computing capacity to outsiders.
Meta Platforms (META) Registers a Bigger Fall Than the Market: Important Facts to Note
In the most recent trading session, Meta Platforms (META) closed at $656.73, indicating a -1.86% shift from the previous trading day.
This Is Why I Keep Buying Meta Stock
I keep buying Meta, and the reason is embarrassingly simple: it is the only trillion-dollar AI story I can find where the buyer of the compute and the seller of the ads are the same company.
Meta Platforms Stock Rises as Muse Spark 1.1 AI Model Debuts
After being down and out for several months, shares of Magnificent Seven giant Meta Platforms NASDAQ: META are starting to get their groove back. The stock recently popped 8.8% on reports that Meta will enter the cloud computing business, selling excess capacity to third parties.
Meta's $125 Billion AI Push Is Turning Heads on Wall Street
$125 billion to $145 billion. That is what Meta Platforms (NASDAQ:META | META Price Prediction) now expects to spend on capital expenditures in 2026, raised from a prior range of $120 to $135 billion when the company reported first-quarter results on April 29, 2026.
Jim Cramer Says META's AI Model Change Was Worth 100 Points: Here's Why He Can't Stop Buying Big Tech
Jim Cramer says a single AI product decision at Meta Platforms (NASDAQ:META | META Price Prediction) just moved the stock roughly $100 per share, and he is using it as Exhibit A for why big tech is nearly impossible to trim.
Meta yanks controversial AI image tool after privacy backlash: ‘Force their slop down everyone's throat'
The Instagram, Facebook and WhatsApp owner last Tuesday launched Muse Image, its first AI image generator meant to compete with OpenAI's ChatGPT Images 2.0 and Google's Nano Banana 2.
Meta Vs. Nvidia: Meta Has Quietly Emerged as the Strongest Mega-Cap Alternative This Summer
Two mega-caps reported blockbuster spring quarters, yet their stocks split hard this summer.
Zuckerberg's New AI Model Costs 75% Less Than Rivals — Here's His Pitch
Meta (NASDAQ:META | META Price Prediction) is charging businesses to use one of its AI models for the first time, undercutting rivals significantly.
Meta is pushing AI ads hard — and causing chaos for brands
Meta is pushing advertisers to use its AI tools — and results are proving chaotic: strangely twisted limbs, gibberish writing, or entirely changed products. Meta's response to brands: That's on you, not us.
Meta Lifts Cost of Louisiana Data Center to $50 Billion
The company scaled up the size of its massive data-center project in Northeast Louisiana to 5 gigawatts of compute capacity and said it would now cost more than $50 billion.
