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
MUsouring 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: RedditKindig is putting a number on the AI buildout that anchors the capex debate: up to $6.5 trillion by 2030, with Nvidia and the four hyperscalers sitting on the receiving end of most of it.
Bain projects nearly 150GW of new data center capacity to be built out by 2030, requiring $5 trillion to $6.5 trillion in spending. $NVDA $MSFT $META $GOOG $AMZN
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.
Micron's memory story has Reddit's traders piled in, drawing more comments than the next four names combined and firmly bullish. Nike is the crowd's punching bag, while the long Treasury bond fund is heating up and Meta chatter is souring fast.
Source: RedditMortgage rates at multi-decade affordability lows are draining builders, appliance makers and the home-improvement aisles at once, so holders are really running a single trade. Cramer says the group does not recover until the war ends, oil retreats and rate hikes come off the table.
Moderna is the session's widest move at the open, off 7.34% to $188.54, while Hewlett Packard Enterprise leads the upside at +6.27%. The gainer list skews toward AI infrastructure names; the losers span biotech, power and defense.
Cramer's message: public perception is now the AI trade's problem, and he thinks that plus long-end yields sets up a rough October. He still wants Goldman Sachs on weakness, calling it the most beaten-down of the bank names raised by a caller.
With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.
President Trump's largest August stock purchase landed in a tech company already moving fast, and the trade raises questions about what investors betting on AI and advertising growth are actually pricing in.
Wells Fargo just slapped a four-digit price target on Meta, but the stock has gone nowhere in a year despite 28% revenue growth. Here is what has to happen for the math…
Vandita Jadeja CoreWeave carries a debt load that would make most investors close the browser tab, yet one investor keeps hitting the buy button after every earnings report. Here is the specific logic behind…
Alphabet trades at a lower earnings multiple than Microsoft and Meta while growing faster than both, yet the stock sits nearly 15% below its 52-week peak. One specific catalyst in 2027 could…
Alphabet and Meta each doubled down on AI spending last quarter, but one is converting those data centers into external revenue while the other bets the bill pays off inside its own…
Nebius has already signed tens of billions in AI compute contracts, crushed revenue estimates, and handed investors a triple-digit return this year, but its balance sheet carries threats that could unwind everything…
Every analyst covering Alphabet leans bullish, yet the stock sits well below its 52-week high while free cash flow just turned negative and long-term debt doubled. Something has to give, and Wall…
Meta and Amazon are burning through cash at a historic pace, but only one of them can show investors exactly when the bills stop and the returns begin.
BNP Paribas just slapped a price target on AMD that towers over Wall Street consensus, but reaching it would demand a sequence of wins that our model says the stock has not…
Florida just rejected an $18 billion settlement that every other state accepted, and now its attorney general wants a judge to gut the very features that make Instagram and Facebook profitable. Here…
Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is $434.48 over the next 12 months. That is 27.66% above the latest $340.35 close and ahead of the…
For 15 years, borrowing was close to a free lunch. Companies locked in 3% debt, homeowners secured sub-4% mortgages, and Washington financed deficits at yields that barely registered. That era is over. …
AMD has turned a few thousand dollars into life-changing wealth over the past decade, but the same run from a trillion-dollar market cap would dwarf every chip giant alive today. Here is…
A Wells Fargo analyst just slapped the highest price target on Meta that anyone is tracking, yet his own model expects the stock to have a rough year before that target becomes…
AMD surged 221% in the past year while NVIDIA gained just 31%, yet one of these AI chip giants still dominates every metric that matters for a decade-long hold in a retirement…
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 $906.46, rated Buy. The Wall Street consensus target is $794.96. META price prediction →
