Meta's stock climbed 7.55% in the past month, outperforming the S&P 500 despite a tough summer marked by a Q2 earnings miss and heavy capital expenditures hitting $31.1 billion. Advertising revenue grew 27% year-over-year, driven by AI-powered ad tools, supporting a reasonable valuation at 18x forward earnings. However, free cash flow dropped sharply due to high spending, and legal costs add uncertainty. Investors may wait for Q3 results and upcoming product launches, but the stock currently offers about 17% upside against analyst targets, reflecting optimism about AI-driven growth and ad revenue expansion.
The Capital Group Dividend Value ETF (CGDV) is rated a Strong Buy due to its focus on dividend sustainability, profitability, and earnings growth among large-cap U.S. stocks. It has delivered superior 3-year annual returns of 23.7% and an 8.95% compo...
Jim Cramer expressed doubts about his loyalty to Amazon after seeing Meta's new AI shopping feature, highlighting Meta's 24% stock rise over the past month compared to Amazon's decline. He noted that Meta's AI assistant could challenge Amazon's domin...
Meta introduced Muse Gadgets, an open-source project allowing developers to build hardware that connects to its AI assistant, Muse. The company provides firmware, a Linux SDK, and project ideas like adding e-ink displays or using Raspberry Pi and ESP...
Jim Cramer highlighted companies vulnerable to Meta's new AI platform, Muse for Small Business, but notably excluded Intuit, which is a launch partner integrating QuickBooks into Muse. Intuit's stock has dropped 58% in the past year, yet investors re...
The Global X LLM ETF launched on October 1, 2026, focuses on companies building large language models, with major holdings in Meta, SpaceX, and Alphabet. However, the fund excludes private AI leaders OpenAI and Anthropic, includes about a third of as...
