META News

Latest updates and analysis for Meta Platforms, Inc.

R40 Coverage

Bill Ackman Drops $2B on Meta, Calls It 'Deeply Discounted'

Pershing Square reveals 10% position in Meta, betting AI fears have created a bargain entry into one of tech's greatest businesses.

R40

NewsFeb 6

The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race

The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.

R40

Prediction Markets

Will Mark Zuckerberg be richest person on March 31?

No100%

$0 24hPolymarket

Will Mark Zuckerberg be richest person on December 31?

No99%

$0 24hPolymarket

February 2026

NewsFeb 3

Meta Platforms Stock Analysis

Combined technical/sentiment analysis; hold recommendation with medium confidence, short-term $754.10 target.

@StockSense on X

January 2026

NewsJan 31

Meta Q4 Earnings and Upbeat Guidance

Better-than-expected Q4 revenue $59.89B, EPS $8.88; Q1 guidance $53.5-56.5B exceeding $51B; capex $115-135B for AI.

@YahooFinance on X

NewsJan 30

Meta Stock Climbs on Q4 Earnings Beat

Q4 EPS $8.88 on $59.9B revenue; AI ad improvements and engagement drive growth.

Byul Finance

NewsJan 29

Meta Acceleration

Expected revenue acceleration in Q1 26; strong Q4 performance and guidance.

@fundaai on X

NewsJan 28

Meta Platforms Q4 FY 2025 Earnings Analysis

All-in on AI with high capex; stock rises on revenue beat.

Seeking Alpha