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
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.…
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.
Meta just handed investors a legal charge, negative free cash flow, and a brand-new share class designed for raising capital, all in one earnings report. Whether that combination signals a buying opportunity…
Alphabet just doubled its capital spending while suspending buybacks, yet its AI flywheel connecting YouTube and Search keeps accelerating in ways most investors have not fully priced in.
A single afternoon's trading reshuffled the global wealth rankings in a way that would have seemed impossible six months ago, and it raises an urgent question for anyone holding US energy stocks…
Omor Ibne Ehsan Alphabet just posted its fastest cloud growth in years, yet its stock trades at a fraction of what rivals command. Whether that gap is a rare opportunity or a warning sign depends…
AI valuations are on the march. Meta (NASDAQ: META | META Price Prediction) has already shot itself in the foot by saying it would need significant funding to be among the AI…
Meta just broke a 13-year silence on new stock, and the chip suppliers powering its AI ambitions are lining up to buy in. Whether that signals genuine confidence or a circular bet…
Alphabet just posted its biggest Cloud growth quarter yet while the stock sits more than 20% below its highs, but the bear case risks are real enough to give even bulls pause.…
Corporate bond sales just shattered a pandemic-era record, and the borrowing binge fueling AI hardware is starting to crack the credit markets in ways that could flip the entire trade on its…
A single share of stock with no economic value will hand Anthropic's seven co-founders permanent majority voting control the moment the company goes public, and the mechanism buried in its S-1 is…
Oracle's bonds are now trading wider than the average junk-rated debt, and the fallout reaches further than most retirees realize. If you keep your "safe" money in a bond fund, there are…
Alphabet shares sit roughly 21% below their 52-week high even as Google Cloud posts explosive growth and its backlog swells to half a trillion dollars. Whether that gap represents a rare buying…
Reddit‘s (NYSE:RDDT | RDDT Price Prediction) guidance for slower third-quarter 2026 revenue growth looms over its upcoming earnings report, and Reddit stock is taking the biggest selling among social media names. At…
Bittensor (CRYPTO:TAO) and NEAR Protocol (CRYPTO:NEAR) have experienced significant drops in price over the past two weeks, with declines of up to 19%. In contrast, Bitcoin (CRYPTO:BTC) saw a smaller drop of…
Neocloud stocks drew attention Monday after Elon Musk said more than 200 of them face “guppy-level death and consolidation,” according to CNBC. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) traded at $158.73…
Bitcoin (CRYPTO:BTC) fell below $80,000 today, driven by investor anxiety about AI spending. The top cryptocurrency slipped as much as 1.4%, hitting under $79,300, and was trading at $79,859 in early New…
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 $794.49, rated Buy. The Wall Street consensus target is $844.26. META price prediction →
