Meta Platforms' stock dropped 16.67% recently due to a $9.89 billion legal settlement, but its ad revenue grew 26.1%, driven by AI improvements boosting ad volume and prices. Despite rising costs and negative free cash flow from heavy AI infrastructure spending, analysts see nearly 40% upside with earnings expected to grow through 2027. The company's long-term value hinges on its strong ad business and new AI-powered products like Muse, though risks remain from legal trials and high capital expenditures. Investors await clearer 2027 spending guidance to confirm the bullish outlook.
Despite recent legal challenges mentioned in the news, Meta Platforms' stock shows resilience as it gained 2.68% on Pluang, trading at USD 622.99 as of Nov 04, 2026 01:02 WIB. The stock's market cap stands at $1.55 trillion, and investors typically hold it for about 129 days on the platform. Current order activity is nearly balanced, with 52% selling and 48% buying, reflecting mixed sentiment among Pluang users.
On November 2, three major AI investors—Alphabet, Oracle, and Meta—attempted to raise at least $36.7 billion in bond markets, with only $16.7 billion priced. Alphabet secured €6 billion at low spreads reflecting strong lender trust, while Oracle's $1...
Bill Ackman, through Pershing Square, argues that Big Tech's capital spending on AI data centers, which rose from $140 billion in 2023 to $740 billion in 2026, is a strong growth investment despite pressuring free cash flow. The spending surge is mai...
AMD's stock fell nearly 19% in the past month amid sector volatility, even as the company secures major AI contracts with Anthropic, OpenAI, and Meta. The firm forecasts a 501% profit growth over four years, driven by data center AI revenue expected ...
Alphabet Inc. is experiencing a slowdown in ad revenue growth, losing market share to META. However, its Cloud segment is thriving with a 103% year-over-year revenue increase, driven by diverse offerings like TPU hardware and AI development tools. Th...
In the third quarter of 2026, Class A shares of the Alger Growth & Income Fund underperformed the S&P 500 Index. Key contributors to the fund's performance included Microsoft, Apple, and Meta Platforms, while KLA Corporation, Corning, and Broadcom we...
