Meta Platforms remains a Buy recommendation as it focuses on AI and personal intelligence for growth. The recent $18 billion settlement over social media addiction has a limited financial impact, spread over ten years, minimally affecting free cash flow. Meta's launch of the Muse AI personal agent shows ambition in personal superintelligence, though near-term monetization is uncertain. Trading below 20x forward P/E, Meta may offer a good long-term investment opportunity as the market undervalues its AI potential.
Meta Platforms announced it will release its third quarter 2026 financial results after market close on October 21, 2026. The company will hold a conference call at 1:30 p.m. PT / 4:30 p.m. ET the same day to discuss the results, accessible via a liv...
Meta's Superintelligence Lab introduced two new AI models, Muse Wonder and Muse Wonder Full, marking its first frontier model release. These models outperform previous versions in complex tasks like coding and memory retention, with benchmark scores ...
Meta Platforms' stock rose 4% after new data showed its AI agent Muse retains 73% of new users the day after installation, outperforming OpenAI's ChatGPT initially. Snap also gained 3%, while Reddit's stock fell 3%, diverging from its peers. Challeng...
Broadcom is building its AI business by co-designing custom chips and networking solutions for major hyperscalers under long-term contracts, unlike Nvidia which sells GPUs broadly. This approach has secured multi-year deals with companies like Google...
AMD's stock price has surged over 183% this year, recently surpassing $600, fueled by strong growth in its AI-focused Data Center segment and multi-gigawatt customer commitments from OpenAI, Meta, and Anthropic. Despite this rally, the stock trades a...
