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Meta's advertising business drives growth while Reality Labs losses peak in 2026. AI glasses and business messaging provide promising non-core avenues, supported by AI-driven efficiency gains and pot…
Microsoft’s strong earnings overshadowed by heavy AI-related capital expenditure and slower Azure growth, causing a share decline. Meanwhile, Meta beat earnings with solid ad growth and user metrics,…
Meta Platforms' stock fell nearly 20% after mixed Q3 earnings, with concerns on ad growth and AI costs despite strong WhatsApp user growth in the U.S.
Meta shares have dropped 19% post-Q3 2025 earnings due to rising AI spending and capex concerns. However, accelerating ad revenue growth and a low valuation present a strong upside risk, suggesting p…
Meta reported strong Q3 2025 revenue and AI-driven growth but faced a steep earnings shortfall due to rising expenses in AI talent, infrastructure, and legal costs, leading to a negative market react…
Meta shares fell nearly 7% after reporting weaker earnings due to a $16 billion tax charge, despite revenue exceeding forecasts driven by strong advertising growth and user engagement.
Meta expects solid Q3 2025 ad revenue growth and stronger gains from other segments, backed by a $30B financing for its Hyperion AI data center and a new data center partnership with AMD.
Meta boosts ad revenue and profit through AI investments and new hardware, with strong sales growth and optimistic analyst ratings signaling continued upside.
TD Cowen maintains a Buy rating on Meta ahead of Q3 earnings, highlighting strong ad revenue growth and AI investments, including acquiring chip startup Rivos to enhance semiconductor capabilities an…
Meta rises on strong ad performance, AI foundation model potential, and launches $800 smart glasses, while a Dutch court orders easier opt-outs for profiled timelines on Facebook and Instagram.
Barclays reaffirmed an Overweight on Meta (META) with an $810 target, citing potential ad revenue from WhatsApp and Threads and upside from Meta AI, while noting cannibalization risks and mixed analy…
Reddit's ad revenue jumped 84% in Q2 to $465M on rising advertisers and AI tools, boosting engagement and challenging rivals while Meta's ad sales rose 21.5% amid AI integration.
Meta reported 3.48 billion daily active people in 2Q25; AI features and safety improvements are boosting engagement and ad revenue, with 2025 ad revenues estimated at $190.29B. Alphabet and Amazon re…
Zacks: Apple and Meta beat 2025 Q2 expectations—Apple set sales, iPhone, services and EPS records; Meta posted double-beat with strong ad growth and margin gains.