Headquartered in Menlo Park, CA Fiscal year ends December NASDAQ: META meta.com
Meta Platforms, Inc. builds technologies that connect people through its Family of Apps — Facebook, Instagram, Messenger, and WhatsApp — which collectively reach over 3.6 billion daily active people. The company generates the vast majority of its revenue from digital advertising sold across these platforms. Meta also operates a Reality Labs division focused on virtual and augmented reality hardware, software, and content. The company is investing heavily in artificial intelligence infrastructure to accelerate its core advertising business, power next-generation products, and pursue enterprise AI opportunities. Updated
Meta goes first, which makes its capex guidance the reference point for every AI-levered name that sold off into this week.
JUST IN: Big Tech earnings kick off this week with Meta after sharp "AI-driven selloff" https://t.co/tCkwxwD9Uw
A court order dictating how Meta's algorithm and AI treat candidates in one of its largest user markets puts platform rules, and ad revenue, under direct state supervision through the runoff.
JUST IN: Meta denies "anti-Lula political bias" in Brazil after electoral court orders equal treatment for both candidates ahead of runoff https://t.co/rt62De7D8A
Tesla bulls dominated the boards today with 981 comments, the loudest single-stock chatter on the list, while Nvidia talk is souring fast even as it draws the most upvotes. Traders are also leaning bearish on the S&P 500 tracker, a tell worth watching.
Source: RedditRetail boards are leaning bearish on the index itself and on Nvidia even as megacap tech dominates the conversation, with Alphabet pulling 1,416 comments. Meta chatter is heating up while Micron talk sours fast.
Source: RedditRetail traders have swung away from the AI trade today: Bumble and Reddit itself are drawing the bullish crowd while Nvidia chatter is souring. Reddit is heating up fast with 366 comments, the busiest thread count on the board.
Source: RedditTrading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
The optical names took the worst of it at the close, with Ciena down 10.49% and Lumentum and Applied Optoelectronics close behind. Shopify's gain led a much tamer move on the other side of the 382-stock board.
Nvidia owns the board today with 167 comments and the only clearly bullish mood, while Meta, Nike and Oracle all lean bearish and Microsoft splits the room. Memory names are heating up with Micron, and traders are souring fast on the broad S&P 500 fund.
Source: RedditRetail traders are piling into Microsoft with 1,367 comments, yet the mood there is bearish, with bullish sentiment going to Alphabet and the broad S&P 500 fund. Nvidia is the notable absence, souring fast after months as the crowd favorite.
Source: RedditMUsouring fast
Adobe owns the room today with 579 comments, and the mood is bearish as retail traders argue AI tools are coming for its software moat. Micron is souring fast, while Nvidia stays the lone bullish name on the board.
Source: RedditCoreWeave's GPU empire carries a $104 billion backlog and a debt load that turns every NVIDIA headline into a margin call on its equity. Find out what has to happen before this…
CoreWeave's stumble has put a spotlight on how Nvidia and AMD are bankrolling the AI chip boom, and the two approaches carry very different kinds of danger lurking beneath blockbuster revenue numbers.
Bank of America just invoked the ghost of the 1990s fiber optic collapse to explain why AI's biggest winners could still leave investors with nothing, even if the technology reshapes the world…
AMD's data center revenue just doubled and gigawatt-scale AI deals keep piling up, but a trailing P/E of 228 and a beta above 2.4 mean the stock can hurt as fast as…
Meta is pouring over $130 billion into AI infrastructure while free cash flow craters and legal bills pile up, yet analyst sentiment sits near its most bullish in years. Here is what…
Vandita Jadeja Bond investors are quietly repricing the debt that funds AI's massive buildout, and some of the numbers coming out of quarterly filings suggest the easy money phase may already be over.
Mark Zuckerberg publicly thanked an Apple executive by name, ending years of bitter silence between the two tech giants. What the two companies quietly built together could reshape where serious AI work…
AMD cleared $600 twice and failed twice, and that pattern is telling investors something the revenue growth numbers alone cannot explain. Two quarters of upcoming shipment data will determine whether the 2027…
AMD just absorbed a brutal sell-off and an $800 million export hit, yet its biggest customers keep signing billion-dollar commitments. Here is why the pain might be the point.
Meta Platforms (NASDAQ:META | META Price Prediction) stock has pulled well ahead of its megacap peers on the strength of its newest artificial intelligence (AI) model. Shares of Meta Platforms are up…
For years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
Everyone is watching AMD's GPU ramp, but a quieter force inside the data center may be the one that actually drives the stock through 2027. Here is why most investors have their…
Seven Senate Democrats want Mark Zuckerberg to explain how building AI data centers qualifies as frontier research, and the answer could reshape the tax math behind every major technology company's infrastructure ambitions.
Omor Ibne Ehsan Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
Meta is pouring over $130 billion into AI while free cash flow craters and Reality Labs keeps bleeding billions. Whether that spending is a catastrophic overhang or the setup for a massive…
Meta Platforms, Inc. builds technologies that connect people through its Family of Apps — Facebook, Instagram, Messenger, and WhatsApp — which collectively reach over 3.6 billion daily active people. The company generates the vast majority of its revenue from digital advertising sold across these platforms.
24/7 Wall St.'s 12-month price target for META is $913.69, rated Buy. The Wall Street consensus target is $814.51. META price prediction →
