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 reduces capital expenditure and leverages existing hardware. Meta aims to improve AI efficiency by 10x by 2027, while Apple bets on supply chain improvements and iCloud+ upgrades to support its AI services. Investors are watching which strategy will prove more cost-effective and scalable in the coming years.
As of Oct 23, 2026 00:02 WIB, Meta trades at USD 647.29, down 7.20% for the day and closer to its 52-week low of USD 525.72 than its high of USD 777.59, reflecting some investor caution. In contrast, Apple is up 0.58% at USD 345.98, well below its 52-week high but holding steady. On Pluang, Apple has a larger market cap of $5.02T compared to Meta's $1.78T, with Apple investors typically holding their shares longer (144 days) than Meta investors (128 days).
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 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...
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...
