Meta’s stock been a Big Tech laggard, but a new frontier AI model could soon bridge the valuation gap relative to Alphabet’s stock, Jefferies analyst Brent Thill said.

Quick Summary Meta shares have entered a high-momentum phase driven by ad recovery and AI efficiency gains, creating opportunity for traders but elevated risk for long-term investors. Long-term ...

Quick Read Meta (META) announced $115-135B in 2026 capex for AI infrastructure while operating margins compressed to 41% from 48%. Meta’s $135B capex represents double prior year spending. Reality ...

Meta Platforms Inc (NASDAQ: META) shares jumped sharply in after-hours trading after the company delivered better-than-expected Q4 2025 earnings and issued a strong revenue forecast for the first ...

Billionaire activist investor Bill Ackman has poured about $2 billion into Meta, making a major bet that Mark Zuckerberg’s ...

I'm downgrading Meta to a sell due to deteriorating fundamentals despite recent stock gains. Ad impression growth is slowing, especially in the high-value U.S. and Canada market, signaling possible ...

Meta Platforms ($META) is expected to release its quarterly earnings data on Wednesday. You can see Quiver Quantitative's $META stock page to track data on insider ...

(Bloomberg/Josh Saul, Riley Griffin and Naureen S. Malik) — Meta Platforms Inc. is venturing into the complex world of electricity trading, betting it can accelerate the construction of new US power ...

Meta's stock been a Big Tech laggard, but a new frontier AI model could soon bridge the valuation gap relative to Alphabet's stock, Jefferies analyst Brent Thill argues Shares of Meta have fallen 18% ...