Meta Platforms, Inc. (META)
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NVIDIA and META: The AI Dream Team?
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive
Another day, another AI headline. Unsurprisingly, NVIDIA is the one in the news again this week, with an announced partnership with fellow Magnificent 7 member Meta Platforms keeping interest in the broader AI buildout red-hot.
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National Parent Teacher Association breaks ties with Meta amid child-safety trials
Published: February 20, 2026 by: CNBC
Sentiment: Negative
The National Parent Teacher Association is not renewing ties to Meta amid the social media giant's series of landmark child-safety court cases. Yvonne Johnson, the president of the nonprofit, said in a letter to members that the organization will not "pursue renewal funding from Meta.
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Meta's Pivot From VR Is Happening. Too Bad Glasses Aren't Ready for This Moment
Published: February 20, 2026 by: CNET
Sentiment: Neutral
Commentary: Meta's pushing its metaverse platform almost entirely to phones. It's the latest sign of a massive shift in the company's focus.
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META & OpenAI Deals Add to NVDA AI Stronghold Ahead of Earnings
Published: February 20, 2026 by: Schwab Network
Sentiment: Positive
Nvidia (NVDA) is "at the center of all things AI," says Paul McCarthy. He doesn't see that changing with its extended partnership in Meta Platforms (META) and $30 billion backing in OpenAI.
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Meta's metaverse leaves virtual reality
Published: February 20, 2026 by: TechCrunch
Sentiment: Neutral
Meta has announced a major update for its immersive virtual world, Horizon Worlds, on Thursday that will see it leave the metaverse behind. The tech giant said it's shifting focus for Horizons Worlds to be “almost exclusively mobile” and that it's “explicitly separating” its Quest VR platform from the virtual world.
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Meta's Data Quality Will, In My Opinion, Cause Its Moat To Widen
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Positive
Meta Platforms is ramping CapEx, with 2026 guidance of $115–135 billion, fueling concerns over near-term ROIC compression. Despite higher investment, META's ad impressions grew 18% YoY in Q4/25, and marketing expenses dropped to 6% of revenue, signaling operational efficiency. META's revenue per user ($16.56) far outpaces competitors like SNAP and Reddit, underscoring superior AI-driven ad targeting and monetization.
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Meta: The Direct AI Winner
Published: February 20, 2026 by: Seeking Alpha
Sentiment: Positive
Meta: The Direct AI Winner
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NVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous
Published: February 19, 2026 by: MarketBeat
Sentiment: Positive
The artificial intelligence (AI) trade has evolved from a speculative gold rush into a heavily industrialized arms race. On Feb. 17, 2026, two of the market's most dominant forces, NVIDIA NASDAQ: NVDA and Meta Platforms NASDAQ: META, announced an expansion of their partnership.
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Artisan Select Equity Fund Q4 2025 Portfolio Activity
Published: February 19, 2026 by: Seeking Alpha
Sentiment: Neutral
The semiconductor business is notoriously cyclical. In the past, the boom times led to overcapacity and periods of poor performance. Our top-performing stocks this quarter were Samsung, Alphabet and Lam Research Corp. Our worst performers were Meta, Progressive and Universal Music.
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Facebook's Zuckerberg takes stand in historic trial on social media
Published: February 19, 2026 by: Bloomberg Markets and Finance
Sentiment: Negative
Mark Zuckerberg testified that it's “very difficult” to enforce Instagram's age limits as he sought to defend the platform during a landmark trial over social media addiction. The chief executive officer of Meta Platforms was sharply questioned on the witness stand Wednesday about the company's efforts to attract and engage teenage users, and whether it adequately policed accounts belonging to children under 13, despite rules barring them from using the app.
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Meta is shutting down Messenger's standalone website
Published: February 19, 2026 by: TechCrunch
Sentiment: Neutral
Meta is shutting down its standalone Messenger website, the company shared in a help page. Starting April 2026, the website will no longer be available.
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Meta: The Market's Surprising Pessimism Offers Us A Solid Buying Opportunity
Published: February 19, 2026 by: Seeking Alpha
Sentiment: Neutral
Meta Platforms faces intense market skepticism over escalating AI CapEx without a cloud business to justify the spend, despite having. META's push to become a platform company is challenged by Apple's hardware dominance and Reality Labs' ongoing cash burn. Yet, Meta has validated its ability to infuse AI into its core advertising business, debunking AI critics over its CapEx outlay.
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Meta Platforms Taps NVIDIA for AI Expansion: Buy or Hold META Stock?
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Neutral
META teams with NVIDIA to scale AI infrastructure and personalization for 3.58B users, but soaring 2026 spending could pressure shares in the near term.
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Meta Looks to Take on Apple With First Smartwatch
Published: February 19, 2026 by: PYMNTS
Sentiment: Positive
Meta has reportedly resurrected its smartwatch project, aiming to release the device this year. That's according to a report Wednesday (Feb. 19) from The Information, which notes that the company's efforts are happening as its Big Tech peers like Apple, Google and OpenAI are also planning new consumer device launches.
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Nvidia: The Market Wants Proof, Meta Just Gave It
Published: February 18, 2026 by: Seeking Alpha
Sentiment: Positive
Nvidia Corporation remains the AI cycle's primary driver, despite recent stock underperformance and broader mega-cap tech consolidation. The multi-year Meta partnership, including large-scale Grace CPU deployment, solidifies NVDA's full-stack utility and entrenches it in Meta's $135B capex roadmap. NVDA's premium valuation, with a forward P/E of 39.4x, EV/Sales of 20.8x, hinges on sustained earnings power expansion, as PEG at 1.04x remains below the sector median.
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Worst outcome in Meta LA trial are structural changes to their apps: Big Technology's Kantrowitz
Published: February 18, 2026 by: CNBC Television
Sentiment: Negative
Alex Kantrowitz, Big Technology founder, joins 'The Exchange' to discuss the social media trial taking place in LA.
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Meta Deepens Nvidia Ties As Uber Plans To Spend $100M to Build Robotaxi Charging Stations
Published: February 18, 2026 by: Bloomberg Markets and Finance
Sentiment: Positive
Meta Platforms Inc. has agreed to deploy “millions” of Nvidia Corp. processors over the next few years, tightening an already close relationship between two of the biggest companies in the artificial intelligence industry. Meta, which accounts for about 9% of Nvidia's revenue, is committing to use more AI processors and networking equipment from the supplier, according to a statement Tuesday.
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Why Nvidia's deal with Meta is an ‘Intel killer,' according to this analyst
Published: February 18, 2026 by: Market Watch
Sentiment: Positive
The use of Nvidia CPUs could signal a significant shift toward Arm-based chips in the data center.
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Meta and Nvidia Team to Bolster AI Infrastructure
Published: February 18, 2026 by: PYMNTS
Sentiment: Positive
Meta formed a multiyear partnership with Nvidia to advance its artificial intelligence infrastructure plans. The collaboration will help support Meta's development of data centers designed for AI training and inference, as well as its core business, according to a Tuesday (Feb. 17) press release.
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Meta Begins $65 Million Election Push to Advance A.I. Agenda
Published: February 18, 2026 by: NYTimes
Sentiment: Positive
Meta's biggest election investment aims to prevent state legislation that it fears could inhibit artificial intelligence development. Its spending starts this week in Texas and Illinois.
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Billionaire David Tepper Goes Big on Micron, Meta, and Alphabet in AI All-In
Published: February 18, 2026 by: 24/7 Wall Street
Sentiment: Positive
It's 13F season when Wall Street funds release their holdings. One of the most widely followed 13F reports is David Tepper's Appaloosa Management.
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Got $5,000? 5 Tech Stocks to Buy and Hold for the Long Term
Published: February 18, 2026 by: The Motley Fool
Sentiment: Neutral
AI disruption fears are driving a sell-off across the tech sector. That has created some nice deals for some essential hardware and software leaders.
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Magnificent 7 stocks are down for 2 reasons in 2026. The second reason is outside their control
Published: February 17, 2026 by: Fast Company
Sentiment: Negative
The new year has so far not been kind to the share price of Big Tech stocks, particularly the so-called Magnificent 7. These seven companies—Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla—are America's tech crown jewels.
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Entergy: The Earnings Base Continues To Move Higher
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Positive
Entergy: The Earnings Base Continues To Move Higher
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Billionaire Investor Bill Ackman Just Dumped His Fund's Stake in Hilton and Piled Into a "Magnificent Seven" Stock Trading at a "Deeply Discounted Valuation."
Published: February 17, 2026 by: The Motley Fool
Sentiment: Neutral
Billionaire investor Bill Ackman has become a closely watched investor by the market. In a recent annual presentation, Ackman's fund, Pershing Square Capital Management, announced it exited a long-time holding in Hilton.
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Meta's Platfroms' New Bull: Why Billionaire Bill Ackman Is Buying
Published: February 16, 2026 by: MarketBeat
Sentiment: Positive
Since then, however, shares have given up all of those gains and more, closing near $640 on Feb. 13. This comes even though Meta is forecasting 30% revenue growth next quarter, something it hasn't achieved since 2021.
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Ackman's $2B Bet: Why Smart Money is Backing Up the Truck on “Deeply Discounted” Meta Stock
Published: February 16, 2026 by: 24/7 Wall Street
Sentiment: Positive
In a rather interesting but perhaps unsurprising move, Bill Ackman, the man who runs the show over at Pershing Square Capital Management, announced a huge bet on shares of Meta Platforms (NASDAQ:META | META Price Prediction).
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Meta says it won't chop the bottom 5% performers this year
Published: February 13, 2026 by: Business Insider
Sentiment: Positive
Meta denies plans for new performance-based layoffs amid online speculation. Meta previously considered annual job cuts based on performance to manage low performers.
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Wall Street Roundup: Economic Data, Earnings Updates
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Neutral
Macroeconomic data show a mixed picture: January jobs beat expectations, but 2025 revisions reveal anemic job growth and persistent inflation above the Fed's 2% target. AI-driven capital expenditures are fueling gains for select industrials like Caterpillar (CAT), while tech hyperscalers increasingly rely on debt to fund expansion.
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Meta Is Now A Bargain Mag 7 Stock
Published: February 13, 2026 by: Seeking Alpha
Sentiment: Positive
Meta Platforms is reiterated as a strong buy, driven by robust user metrics, accelerating ad impressions, and undervalued forward P/E. Q4 revenues grew 23.78% YoY, beating expectations by $1.42 billion, while FCF reached $14 billion despite a 49% YoY CapEx increase. Reality Labs remains a significant drag, with Q4 operating losses widening to $6 billion, but AI glasses show early promise.
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About Meta Platforms, Inc. (META)
- IPO Date 2012-05-18
- Website http://www.meta.com
- Industry Internet Content & Information
- CEO Mark Elliot Zuckerberg
- Employees 76834