Meta Platforms (Facebook) Stock News

This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acq...

Meta Platforms (META) remains a Buy despite recent disappointments in AI product launches and market skepticism about increased AI spending. META's core business is stable with growing revenue and gross profit, and the profit drop was due to a one-time tax write-off. Llama's open-source adoption in B2B and integration by major cloud providers positions META as a potential central player in dece...

Big Tech companies are expected to spend over $400 billion on AI infrastructure in 2025, with even higher spending planned for 2026. That spending extends beyond well chips to include networking equipment, data centers, cooling systems, and server integration.

Meta Platforms (META) stock has dropped about 16% over the past 21 trading days. This recent decline signals renewed worries regarding slowing user growth and substantial investments in artificial intelligence and reality labs, but significant drops like this often raise a more difficult question: is this weakness temporary, or an indication of deeper issues in the narrative?

Meta Platforms is using artificial intelligence to power the next stage of growth. Pinterest's underlying numbers show a company making strong progress.

Quarterly-filed Form 13Fs allow investors to look over the proverbial shoulders of Wall Street's smartest money managers to see which stocks they've been buying and selling. Billionaire Stanley Druckenmiller jettisoned his fund's entire stake in Palantir during the first quarter -- and profit-taking likely explains only part of the reason behind this selling activity.

Angesichts der schwindelerregenden Bewertungen im Bereich Künstliche Intelligenz stellen sich immer mehr Fragen nach der Nachhaltigkeit der Rallye.

Meta's advertising business remains incredibly strong, with improving engagement metrics and ad prices along with accelerating adoption of AI tools like Advantage+. The firm is currently in the middle of a very heavy CapEx cycle that will pressure margins over the near term but will likely improve sales in the future. The pros appear to vastly outweigh the cons for Meta, and my DCF model indica...