Headquartered in Menlo Park, CA Fiscal year ends December NASDAQ: META meta.com
Meta Platforms, Inc. operates global social technology platforms and is investing heavily in artificial intelligence and immersive technologies. The company's Family of Apps segment includes Facebook, Instagram, Messenger, and WhatsApp, which collectively serve 3.64 billion daily active people. Its Reality Labs segment develops virtual and augmented reality consumer hardware, software, and content. Meta generates the vast majority of its revenue from digital advertising served across its family of applications, leveraging AI-driven engagement, recommendations, and monetization tools. The company is undertaking a massive capital expenditure program to build AI infrastructure, with annual capex expected in the range of $135-145 billion for 2026. Meta has also launched AI products including Muse and its first frontier model, Muse Wonder, as part of its strategy to deliver personal superintelligence. The company is establishing a new non-voting Class C common stock effective January 2027 to support future capital raising and strategic flexibility while maintaining its founder-led governance structure. Updated
Alphabet owns the conversation today with 1,495 comments, nearly triple the next name, as retail traders argue both sides of its cloud and AI search story. Microsoft chatter is heating up fast, while Amazon is the one losing the room.
Source: RedditThe bull case for data centers today rested on financing rather than profits, and Cramer wants to hear a customer say the chips are minting money before calling it clear. He expects Meta's at-the-market selling to weigh on the stock as supply hits at the wrong moments, with borrowing costs into a Fed decision the swing factor for everything levered to the buildout.
Microsoft is the loudest name on Reddit today with 363 comments, and the mood there is bearish heading into big-tech earnings season. Nvidia is the one heating up, while traders are souring on Reddit's own stock.
Source: RedditWhy is dilution green now?
Traders treated Meta's $35 billion sale as an AI growth signal rather than the usual equity-raise penalty, with another at-the-market program queued for 2027. Watch when funding capex with shares stops being free money for holders.
Meta is funding its AI buildout with equity, and $35 billion split between forward stock sales and mandatory convertibles puts the dilution on existing holders.
$META announced plans to raise approximately $35 billion through two offerings: > $22.5B in Class A common stock through forward sale agreements. > $12.5B in depositary shares representing mandatory convertible preferred stock. Interestingly, NVIDIA, AMD and Broadcom have https://t.co/zBQpn3ogXM
NVDAsouring fast
Moderna is pulling more chatter than the rest of the board combined, and the mood there is bearish even as its pipeline headlines pile up. Nvidia is souring fast, while traders stay split on Meta and Alphabet and keep leaning bullish on the broad index.
Source: RedditThree of the biggest AI spenders rebranding the pitch in the same earnings week is a signal about how they plan to justify the next capex cycle.
Artificial intelligence is out. Super intelligence is in. In earnings releases this week, $MSFT, $META, and $IBM all ditched AI for SI. 🧐 https://t.co/fuTWChhXk2
Tesla leads the board with 785 comments, though the crowd is split and souring after earnings. AST SpaceMobile is gaining traction, with Intel and Nvidia also drawing bullish talk.
Source: RedditFourteen years of cash generation just broke, and the AI capex bill is why investors are rethinking the buyback math.
RT @charliebilello: Meta reported free cash flow of -$2.1 billion in Q3, the first negative quarter since the company went public in 2012.…
Six years into the metaverse bet, $92 billion is gone, a drag investors are now weighing against Meta's far larger AI capex bill.
RT @charliebilello: Meta's Reality Labs unit lost another $4.1 billion in Q3, bringing its cumulative losses since 2020 up to $92 billion.…
Alphabet's free cash flow just went negative for the second quarter in a row as AI spending spirals past what the business generates, leaving income investors to wonder what gets cut next.
Caution is building around Reddit (NYSE:RDDT | RDDT Price Prediction) as its Q3 2026 earnings report arrives, with worries about slowing U.S. user growth weighing on the stock. Reddit stock is at…
Broadcom's AI revenue is growing faster than almost anyone on Wall Street expected, yet the stock sits nearly 30% below its 52-week high. Something about that disconnect deserves a closer look.
Meta and Alphabet both torched billions in fresh capex while free cash flow went negative, and now one of them is betting its future on an AI agent that its own CEO…
Caution is building around Amazon (NASDAQ:AMZN | AMZN Price Prediction) ahead of its upcoming third-quarter report, as a steep selloff in a fellow tech giant raises the bar for Amazon Web Services…
Two AI chip giants, one $10,000 stake each, and a five-year model that puts them on surprisingly different trajectories. The gap has nothing to do with which company is bigger.
Meta’s $60 Billion Number $60 billion is the figure that changes how to read the Class C story at Meta Platforms (NASDAQ:META | META Price Prediction). That number is the size of…
Rich Duprey Meta's ad pricing power keeps climbing even as a massive legal charge, ballooning capex, and a surprise stock offering sent shares tumbling. Whether those headwinds mask a rare buying window or signal…
AMD has surged over 150% this year and landed massive GPU deals with OpenAI and Anthropic, yet one metric keeps our rating stuck at hold. Here is the number that could finally…
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
Alphabet shares have quietly slipped far enough below their highs that a specific valuation gap has opened up, and the cloud growth numbers behind it tell a story most investors are not…
Bank of America clients are fleeing communication services stocks at a pace not seen since the sector existed, and the fund most exposed to the fallout just broke below a critical price…
Institutions bailed on Alphabet after a capex report that looked like a cash bonfire, but one metric buried in the quarterly filing tells a completely different story about where this spending actually…
Instagram is testing 90-minute horizontal videos to steal creators and viewers from YouTube, but the platform has a revenue-sharing problem that could stop the whole experiment cold.
Arista Networks (NYSE:ANET | ANET Price Prediction) is expected to report third-quarter results on November 3 after the close. Shares have fallen 9.8% over the past month. This report will show whether…
Meta Platforms, Inc. operates global social technology platforms and is investing heavily in artificial intelligence and immersive technologies. The company's Family of Apps segment includes Facebook, Instagram, Messenger, and WhatsApp, which collectively serve 3.64 billion daily active people.
24/7 Wall St.'s 12-month price target for META is $786.46, rated Buy. The Wall Street consensus target is $845.50. META price prediction →
