Meta Platforms, Inc. (META)

Alphabet Vs. Meta: AI Circular Financing Winner

Meta Platforms, Inc. and Alphabet Inc. are compared on CapEx strategies, AI investments, and strategic positioning amid concerns of circular financing in big tech. GOOGL stock is better positioned due to multi-channel monetization, lower CapEx as a percentage of revenue, and stronger profitability trends versus META's heavier reliance on ads. Despite META's aggressive spending and slower net income growth, its valuation appears temporarily depressed, presenting a potential accumulation opportunity.

Facebook Dating Has Become a Surprise Hit for the Social Network

Facebook's free dating service has 21 million users, more than the popular dating app Hinge, as the social network reinvents itself.

Meta bought 1 GW of solar this week

Meta signed three deals this week to procure nearly 1 gigawatt of solar power as it races to power its lofty AI ambitions.

Meta, Amazon, Apple, Microsoft, Alphabet: Big Tech leads packed week of earnings

Expectations for Rate Cuts, Meta's Record-Breaking Bond Sale | Real Yield 10/31/2025

"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: TCW Fixed Income Generalist Portfolio Manager Bryan Whalen, Societe Generale Americas Head of Research Subadra Rajappa, Pinebridge Investments Global Head of Credit and Fixed Income Steven Oh and AllianceBernstein Director of Credit William Smith.

Wall Street Roundup: Is This Time Really Different?

The Fed's latest rate cut highlights internal division and ongoing tension between inflation concerns and signs of economic slowdown, especially in the labor market. Meta (META) reported strong earnings but faced investor skepticism over rising R&D and CapEx, contrasting with more disciplined spending at Alphabet (GOOGL) and Microsoft (MSFT).

Oppenheimer on Meta downgrade: Significant AI investments despite unknown revenues

Jason Helfstein, Oppenheimer head of internet research, joins 'The Exchange' to discuss the firm's downgrade of Meta, what's distinguishing it from Alphabet and much more.

Tony Wang: Earnings reinforce that AI continues to be the key investment for Mag 7

Tony Wang, T. Rowe Price science and technology fund manager, joins CNBC's 'Squawk on the Street' to discuss outlooks on earnings.

Meta Platforms: $73 Billion Lost In VR, The Ghost Of 2022 Has Returned To Haunt Shareholders

Meta Platforms, Inc. continues to deliver strong core business growth, with Family of Apps revenue up 26% and daily active users exceeding 3.5 billion. META's aggressive CapEx, especially in AI and VR, raises concerns as cumulative VR losses approach $73 billion, and 2026 CapEx could near $100 billion. Despite robust fundamentals, META's profitability is pressured by heavy investments and unclear returns from new ventures, making META stock riskier than its peers.

Meta Platforms Stock Falls Despite Strong Growth—Here's Why

Magnificent Seven giants Meta Platforms NASDAQ: META, Alphabet NASDAQ: GOOGL, and Microsoft NASDAQ: MSFT all reported earnings on Oct. 29. Based on after-hours trading, Meta clearly got the short end of the stick.

Opinion: Meta Stock's Post-Earnings Plunge is a Golden Opportunity to Buy

Meta Platforms (NASDAQ:META) shares really imploded on Thursday, as investors grew concerned about the hefty AI spending as well as the rare miss on earnings.

Wall Street Doesn't Grasp Meta's $65 Billion Spend (The Goal Is Personal Superintelligence)

Wall Street is staring at a $65 billion commitment from Meta Platforms, yet many analysts are openly confessing they don't understand what they're seeing.

Tech's $380 billion splurge: This quarter's winners and losers of the AI spending boom

Google, Microsoft, Meta and Amazon all raised their forecasts for capital expenditures in their earnings reports this week. Their announcements show that the hefty spending on artificial intelligence is only increasing.

Meta Stock Drops 10%, How Low Can It Go?

Meta Platforms (META) stock fell 11.3% in a single day after investors reacted negatively to the company's plans to meaningfully increase capital spending next year to support its growing AI compute needs.

Is Meta Placing an Unrealistic Bet on AI?

Meta is pouring billions into its biggest artificial intelligence (AI) bet yet. CEO Mark Zuckerberg told analysts in the company's Q3 earnings call that he is “very focused on establishing Meta as the leading frontier AI lab” and on “building personal superintelligence for everyone.

Meta, Microsoft shares plunge as investors fear AI spending is overhyped

Fears that artificial intelligence investments have been overhyped sent the tech-heavy Nasdaq down 1.2% by approximately 2:45 p.m. ET.

Meta's AI spending plan divides analysts, spooks investors

Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SWX:FB)'s third quarter earnings have been overshadowed by debate about the company's ramping investment in its AI initiatives, with analysts at Wedbush, Jefferies, and Oppenheimer offering sharply differing takes on the company's long-term trajectory. Shares of Meta traded down 11.5% at about $665 amid investor concerns about Meta's ballooning AI investments.

Meta Platforms' Q3 Earnings and Revenues Surpass Estimates, Rise Y/Y

META's third-quarter earnings beat estimates as ad revenues and user engagement surged, fueled by AI-driven content and global growth.

'Compute' 22, 'metaverse' 0: The words Meta execs did and didn't say on its earnings

On Meta's third-quarter earnings call, "compute," "capacity," and "novel" were the words of the night. "Metaverse," a peak priority a few years back, was not mentioned once.

Mark Zuckerberg Loses $25 Billion—Now World's Fifth-Richest As Meta Shares Plummet

Zuckerberg ranks the world's fifth-richest person with a net worth estimated at $232.6 billion. He ranked No.

Top Stock Movers Now: Chipotle, Meta Platforms, Alphabet, and More

Major U.S. equities indexes were mixed Thursday afternoon as President Donald Trump met with Chinese leader Xi Jinping on trade issues and investors digested several big tech earnings reports. The Dow Jones Industrial Average rose but the S&P 500 and Nasdaq were lower.

Meta Could Be Get Left Behind in the AI Arms Race—and the Stock Is Paying for It

“We expect to invest aggressively to meet these needs,” Meta's CFO said.

‘We expect to invest aggressively': Meta stock tumbles as tax hit and AI spending spree rattle investors

Shares of Meta Platforms (Nasdaq: META) were down about 9% in premarket trading on Thursday. It follows what can only be described as a mixed bag of a quarter-three earnings report on Wednesday, October 30.

Looking to see if Meta AI can reach consumer scale, says Goldman Sachs' Sheridan

CNBC's “Squawk on the Street” team discusses Alphabet and Meta's third-quarter earnings results with Eric Sheridan of Goldman Sachs.

Meta, Microsoft, Google Are Spending Like It's 2021 — And These AI Stocks Are The Real Winners

Big Tech's back on a spending binge — only this time, it's not about COVID-19 pandemic-fueled growth or cloud land grabs. Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google are spending like it's 2021 again, with data centers, GPUs and AI infrastructure replacing metaverse dreams and remote-work hardware as the new capital obsession.

Analysts Hit META with Price Target Cut Over A.I. CapEx Spending

Meta Platforms (META) sold off more than 10% after earnings with investors and analysts alike sharing concerns for the company's increased CapEx spending. Marley Kayden takes traders through the list of price target cuts from analysts to highlight the heart of their concerns.

Meta Platforms Enters Oversold Territory

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Meta Platforms presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.

Options Traders Unfazed by META's Worst Day Since 2022

Meta Platforms Inc (NASDAQ:META) earnings, along with Microsoft (MSFT) are a weight on the tech sector today.

Zuckerberg: Meta AI has more than a BILLION MAUs.

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Wall Street Loves Carvana, Coinbase and META

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