Meta is raising over $100 billion through a new share class to fund AI investments, despite strong AI-driven growth and popular apps like Muse. Tesla lowered its capital expenditure guidance due to efficiencies, while political factors may speed up a potential Tesla-SpaceX merger. Lam Research posted solid earnings but warned that ongoing supply bottlenecks could limit future growth. Market sentiment remains fragile amid concerns over AI spending returns, volatile yields, rising oil prices linked to geopolitical tensions, and mixed earnings reports, signaling cautious investor behavior during earnings season.
Meta Platforms holds a market cap of $1.78 trillion and shows a 1-day decline of 7.20% on Pluang as of Oct 23, 2026 00:02 WIB, reflecting cautious investor sentiment despite its AI funding efforts. Tesla, with a market cap of $1.53 trillion, is down 1.82% on the day, while Lam Research, valued at $326.38 billion, experiences a sharper 11.16% drop. These moves coincide with mixed earnings and concerns over AI spending returns, as investors weigh the impact of supply bottlenecks and geopolitical tensions on tech sector growth.
Scotiabank analyst Nat Schindler set a $650 price target for Meta Platforms, about 6.8% below its then-current price of $697.52. Despite Meta's strong revenue from Facebook, Instagram, and WhatsApp, investor concerns over increased artificial intelli...
Mark Zuckerberg, CEO of Meta, has arranged a deal to pay California's proposed 5% billionaire tax on his $240 billion wealth by creating a new class of shares he can sell more easily. This move allows him to stay in California and comply with the tax...
Meta is spending over $100 billion on centralized data centers to support its AI-driven ad ranking, resulting in high capital costs and negative free cash flow. In contrast, Apple focuses on on-device AI processing using its iPhones and Macs, which r...
Meta CEO Mark Zuckerberg claimed that Threads has overtaken X in monthly active users, though Meta has not published specific user numbers to confirm this. Despite this user lead, Meta's financial results show no revenue benefit from Threads yet, as ...
Meta Platforms' stock fell over 10% in five days due to a $2.12 billion free cash flow deficit caused by a sharp rise in third-quarter capital expenditures. Despite this, 44 Wall Street analysts have a bullish outlook, setting an average 12-month pri...
