Our top five holdings demonstrate the importance of focusing on long-term fundamentals over short-term market volatility, with Meta, Spotify, The Trade Desk, Shopify, and Topicus delivering strong IRRs. Meta Platforms shows a 22% IRR, driven by growth in earnings and free cash flow, with promising future growth initiatives in AI, Reels, business messaging, and the metaverse. The Trade Desk, our...
Meta is testing a highly requested pause feature with a small group of users on Instagram Reels. The new feature is the latest sign that Meta is looking to capitalize on TikTok's uncertain future in the U.S.
In a meeting with Meta employees on Thursday, Mr. Zuckerberg also defended recent changes to the company's online speech policies and ending its diversity initiatives.
Mark Zuckerberg addressed several recent policy changes in a company all-hands meeting on Thursday. Zuckerberg admitted that the company was slow to respond to TikTok's rapid growth.
Meta CEO Mark Zuckerberg addressed Chinese AI startup DeepSeek's latest model in an all-hands. The Meta chief praised its "novel infrastructure optimization advances" in a recording seen by BI.
Artificial intelligence was the focus on Wednesday when tech giants Microsoft (MSFT) and Meta (META) kicked off the first round of Big Tech earnings of 2025.
Meta CEO Mark Zuckerberg told staffers in a Thursday all-hands to be ready for an "intense year." Meta said earlier this month it would cut 5% of its "low-performers" from its workforce in February.
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