Meta Platforms (FB) 02 (Jun 22 - Dec 26)

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vested

Meta Platforms announced plans to increase its AI spending in 2025 to between $70 billion and $72 billion, up from between $66 billion and $72 billion.

During the earnings call, CEO Mark Zuckerberg maintained that the company is experiencing “returns in the core business” from its AI investments.

Source: Fortune

[winston]

vested

Meta Platforms, Inc. (META) delivered strong top-line growth but headline earnings that were skewed by a one-time tax charge, which sent the stock tumbling.

The company generated $51.2 billion in revenue, up 26% from a year ago, while earnings came in at $1.05 per share.

Excluding the non-cash $15.9 billion tax hit, however, Meta’s adjusted earnings would have been $7.25 per share, representing a 20% increase from a year ago.

The Family of Apps business continues to do the heavy lifting, with $50.8 billion in revenue supported by a 14% jump in ad impressions.

Diving deeper, the big headline was spending. Meta has raised its 2025 capital expenditures forecast to $70-72 billion and signaled that 2026 spending will climb even higher as it expands AI data center capacity and hires more engineering talent.

CEO Mark Zuckerberg called this “an exciting period in our history,” pointing to the company’s advances in AI glasses and its new Meta Superintelligence Labs.

So, Meta’s core ad business remains unstoppable, and its heavy AI investments show a company positioning itself for the next decade of growth. But I should add that it currently gets a “C” (neutral) in Stock Grader, which means you may want to hold off for now.

Source: Market 360

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Inside Meta's $16 Billion Scam Ad Economy
https://www.zerohedge.com/markets/insid ... ad-economy

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Inside Meta's $16 Billion Scam Ad Economy
https://www.zerohedge.com/markets/insid ... ad-economy

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The company would increase the price of ads for those flagged for scamming, rather than banning them from the platform, in order to maximize revenue.
https://x.com/Mayhem4Markets/status/1987895734583144729

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Smart glasses sales are soaring!
Meta focuses on the Christmas shopping frenzy.
Will smart glasses struggle to achieve widespread adoption?
Price and privacy remain key challenges.
The smart glasses market is fiercely competitive!
Android XR pushes for seamless integration.

智慧眼鏡銷量狂飆! Meta聚焦耶誕節購物熱潮 智慧眼鏡難拚普及化? 價格與隱私仍是考驗 智慧眼鏡競爭激烈! Android XR推無縫整合│記者 薛霈瑄│國際焦點20251127│三立新聞台

https://m.youtube.com/watch?v=jYNzqLW4r88

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Meta Shares Jump After Zuckerberg Prepares Deep Cuts To Metaverse Following Epic Flop
https://www.zerohedge.com/markets/meta- ... -epic-flop

[winston]

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<Research>M Stanley Lowers Meta TP to US$750, Maintains Overweight Rating

Morgan Stanley released a report expressing bullishness about Meta's (META.US) prospects before 2026, despite negative investor sentiment.

The broker believed three factors will drive stock revaluation and exceptional performance:
1. Revenue adjustments
2. 2026 opex guidance below US$155 billion and
3. The Superintelligence Team's model and monetization nodes.

Although the broker was optimistic about Meta's performance in 2026, it lowered EPS forecasts by approximately 8% due to expected increases in opex by 5% and 6% for 2026 and 2027, respectively.

Consequently, the target price was reduced from US$820 to US$750, while maintaining an Overweight rating.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN

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Meta Chose Revenue Over Policing Chinese Scam Ads, Documents Show
https://www.zerohedge.com/markets/meta- ... ments-show

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Experts say the company only bans advertisers when its systems detect a 95% probability of fraud, while charging higher ad fees to suspicious buyers, a system critics describe as “pay to play.”


The $16 Billion Question Haunting Mark Zuckerberg
https://www.zerohedge.com/markets/16-bi ... zuckerberg