META

The company outlined a $65 million budget last year when it embarked on an effort to elect state politicians friendly to the A.I. industry.

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to beat third-quarter revenue forecasts as artificial intelligence (AI) supports advertising growth, Bank of America has said. The bank forecasts revenue of $63.8 billion for the three months to September, above the $63.3 billion consensus estimate, and maintains a Buy rating with an $810 price target.

Meta Platforms is transitioning from a cash-burning lab to a coordinated AI-driven platform with multiple monetization paths. META's core ad business remains robust, with Q2 revenue up 28% and ad impressions and pricing both rising double digits. Muse, META's delegated AI agent, underpins new subscription, commerce, and enterprise revenue streams, supporting a more organized CapEx narrative.

The Dow looks to close higher for its second-straight week, while the Nasdaq hopes to avoid its worst trading week since July.

Besides Wall Street's top-and-bottom-line estimates for Meta Platforms (META), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended September 2026.

Meta is pouring over $130 billion into AI infrastructure while free cash flow craters and legal bills pile up, yet analyst sentiment sits near its most bullish in years.

Here are five key things investors need to know to start the trading day.

Plus, introducing the data center soft launch.

Mark Zuckerberg publicly thanked an Apple executive by name, ending years of bitter silence between the two tech giants. What the two companies quietly built together could reshape where serious AI work actually runs.

Dan Ives, Yorkville Ives and Co. partner, joins 'Fast Money' to talk Meta and Apple's recently announced partnership.