Meta Platforms reported a strong Q1 2026 earnings beat with revenue up 33% to $56.3 billion and EPS of $10.44 versus estimates of $6.66. Despite this, shares dropped due to increased expenses, including a $4 billion loss in Reality Labs and higher capital spending on AI. CEO Mark Zuckerberg highlighted progress toward delivering personal superintelligence, but investors remain cautious about the impact of rising costs and upcoming litigation risks. Analysts remain bullish, with a consensus target price suggesting up to 40% upside, though reaching $910 per share by 2027 depends on stable losses, continued ad revenue growth, and successful AI product monetization.
Meta Platforms' stock has fallen over 6% in 2026 despite strong Q1 results showing 33% revenue growth to $56.31 billion and 3.56 billion daily active users. The stock dropped after Meta raised its full-year capital expenditure guidance to $125-$145 b...
Nvidia's recent earnings reveal an unusual trend: older GPUs like the three-year-old A100 and the newer H100 are increasing in rental price due to soaring AI infrastructure demand. This contradicts the typical semiconductor cycle where older chips de...
This week, investors focus on key inflation data with Thursday's core PCE price index report, the Fed's preferred inflation gauge, expected at 3.3%, influencing rate decisions under new Fed Chair Kevin Warsh. A series of Federal Reserve speeches will...
Mark Zuckerberg disclosed in leaked audio that Meta is reducing headcount while using remaining employees to train AI models, aiming to increase coding ability and operating leverage. This strategy reflects a shift to trade workforce size for compute...
Meta has raised its 2026 capital expenditure guidance to $125-$145 billion, nearly five times last year's $28 billion, focusing heavily on AI infrastructure. Despite strong ad revenue growth, investors worry about the lack of clear AI-driven monetiza...
