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
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.…
A $9.89 billion teen mental health settlement charge sits inside the quarter, and excluding it diluted EPS would have been $7.40, so the EPS miss is a legal bill rather than a business problem. Revenue beat consensus by 1.9%, and management guided Q4 revenue to $73 billion to $76 billion.
We hit major milestones this quarter toward delivering personal superintelligence for everyone - including launching Muse and Muse Wonder, our first frontier model.
Meta now has its own frontier model family in the market, putting the heaviest AI capex budget in big tech to a direct test against OpenAI and Google. Shares are up 0.2% since the Q3 earnings remarks.
AMZNsouring fast
Meta tops the board with 281 comments and the mood there is bearish, with traders equally downbeat on the S&P 500 tracker, bitcoin and gold. Sentiment stays bullish on the leveraged Nasdaq fund, while chatter on Amazon is souring fast.
Source: RedditMeta tops the board with 1,012 comments and the mood there is souring fast, while traders stay bearish on bitcoin, gold and long Treasuries. Tesla chatter is heating up, and leveraged Nasdaq bets are the one corner Reddit still likes.
Source: RedditMeta 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
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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 $784.17, rated Buy. The Wall Street consensus target is $817.87. META price prediction →
