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Meta's Q2 earnings and revenue guidance missed estimates, with free cash flow plunging 91% due to massive AI infrastructure capex ($130-145B guided). Investors are skeptical of Zuckerberg's superinte…
24/7 Wall St. issues a high-confidence BUY on META with $892.70 target (38% upside) after Q1 EPS beat by 57%, despite 8% share drop on raised AI capex guidance to $145B.
Meta stock is sliding as the company explores a massive equity raise to fund its aggressive $125–145 billion AI capital expenditure plan. Investors are wary of the dilution risk and the company's tra…
Meta plans massive $135B AI data center investment amid $80B Reality Labs losses, job cuts, costly legal verdict, and leadership changes, weighing on shares amid uncertainty.
Meta signed a $27B AI infrastructure deal with Nebius, faces significant Reality Labs losses, cuts Horizon Worlds support on Quest, and launches new creator monetization and flagship showrooms.
Meta is shutting down Horizon Worlds VR by June, pivoting to mobile to cut massive Reality Labs losses after years of unprofitable metaverse investments.
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…
Meta Platforms beat Q4 revenue and EPS estimates, raised strong Q1 2026 revenue guidance, and plans massive AI-related capital expenditure despite ongoing Reality Labs losses and legal risks.
Meta reported 24% revenue growth in Q4 2025 with strong ad and user engagement despite losses in Reality Labs. Operating income is expected to improve in 2026 amid higher costs and investments.
Meta Platforms anticipates strong Q4 2025 ad revenue growth driven by AI use but faces pressure from rising AI-related expenses and Reality Labs losses, resulting in a modest positive outlook with ri…
Meta plans to cut 10% of staff from its Reality Labs metaverse division to focus more on AI, reallocating funds toward wearables after heavy losses totaling $70 billion since 2020.
Meta plans to cut Reality Labs spending by up to 30%, improving earnings and signaling a major strategic shift away from the costly metaverse effort, potentially unlocking stock upside amid mounting …
Meta is expected to report strong Q3 earnings driven by continued ad revenue and AI engagement growth, supporting its 28% year-to-date stock rise, though risks remain from Reality Labs losses and hig…