Meta Platforms (FB) 02 (Jun 22 - Dec 26)

[winston]

vested

Meta Platforms announced plans to increase its AI spending in 2025 to between $70 billion and $72 billion, up from between $66 billion and $72 billion.

During the earnings call, CEO Mark Zuckerberg maintained that the company is experiencing “returns in the core business” from its AI investments.

Source: Fortune

[winston]

vested

Meta Platforms, Inc. (META) delivered strong top-line growth but headline earnings that were skewed by a one-time tax charge, which sent the stock tumbling.

The company generated $51.2 billion in revenue, up 26% from a year ago, while earnings came in at $1.05 per share.

Excluding the non-cash $15.9 billion tax hit, however, Meta’s adjusted earnings would have been $7.25 per share, representing a 20% increase from a year ago.

The Family of Apps business continues to do the heavy lifting, with $50.8 billion in revenue supported by a 14% jump in ad impressions.

Diving deeper, the big headline was spending. Meta has raised its 2025 capital expenditures forecast to $70-72 billion and signaled that 2026 spending will climb even higher as it expands AI data center capacity and hires more engineering talent.

CEO Mark Zuckerberg called this “an exciting period in our history,” pointing to the company’s advances in AI glasses and its new Meta Superintelligence Labs.

So, Meta’s core ad business remains unstoppable, and its heavy AI investments show a company positioning itself for the next decade of growth. But I should add that it currently gets a “C” (neutral) in Stock Grader, which means you may want to hold off for now.

Source: Market 360

[behappyalways]

Inside Meta's $16 Billion Scam Ad Economy
https://www.zerohedge.com/markets/insid ... ad-economy

[behappyalways]

The company would increase the price of ads for those flagged for scamming, rather than banning them from the platform, in order to maximize revenue.
https://x.com/Mayhem4Markets/status/1987895734583144729