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
Retail 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: 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.
Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a broken trade, consider what the market may be…
Truist just slapped a $1,000 price target on Meta, but our proprietary model pushes the bull case even further while flagging a bear scenario that could leave the stock with almost no…
Meta shipped an agentic AI model to 3.6 billion daily users before most labs even found their audience, and that gap in distribution could reshape which AI investments actually compound over the…
Nvidia dominated the AI chip conversation for two years, but a quiet shift toward custom accelerators is reshaping where the real money flows, and one semiconductor company is booking orders deep into…
AMD just posted record Data Center revenue and claims its Helios racks deliver cheaper tokens than anything NVIDIA sells. Whether that disrupts the world's most dominant AI platform or just keeps hyperscalers…
The S&P 500 sits near record highs, but that headline number may be hiding a very different reality for the stocks most Americans actually own, and the timing could not be more…
On Monday, two fortunes rose by billions of dollars, and by similar amounts. According to the Bloomberg Billionaires Index, Mark Zuckerberg made $8.37 billion, which brought his total to $263 billion. The…
Meta Platforms (NASDAQ:META | META Price Prediction) stock is at $770.07, up 4% in morning trading. That gain follows a Street-high price target that put fresh weight behind the company’s machine-learning advertising…
Trump's ethics filings reveal he swapped Coinbase shares for more Strategy stock on a single August day, but the story behind the timing and which bet paid off raises some pointed questions…
Fresh third-party data on Muse, the AI agent from Meta Platforms (NASDAQ:META | META Price Prediction), is lifting shares of the social media giant and splitting its category. Meta Platforms stock is…
Broadcom competes with Nvidia without selling a single GPU to the general market, and that unusual strategy has locked in hyperscaler contracts stretching years into the future. Whether the stock has already…
AMD has surged 184% this year and now trades above $600, but the real question is whether its Helios chip ramp can grow into that valuation before the market loses patience with…
AI-related companies now control a share of the S&P 500 that rivals the most dangerous concentration episode in American financial history, and the last time anything came close, investors lost fortunes even…
Amazon and Meta are both slashing jobs while pouring record billions into AI, but the strategies behind their cuts reveal something unexpected about which company actually profits from replacing its own workers.
Ray Dalio used his appearance at the Milken Institute Asia Summit on Oct. 8 to warn about the stocks leading this market. The Bridgewater Associates founder said equities have absorbed rising interest…
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 $943.80, rated Buy. The Wall Street consensus target is $799.00. META price prediction →
