Core Viewpoint - Meta Platforms is expanding its AI capabilities through a multi-year partnership with NVIDIA, aiming to enhance its data centers and improve user engagement across its platforms [2][3]. Group 1: AI Expansion and Infrastructure - The partnership with NVIDIA will support Meta's AI training and inference, allowing the company to build the world's largest personalization and recommendation systems for its 3.58 billion users [2][3]. - Meta is adopting NVIDIA Confidential Computing for WhatsApp and the Spectrum-X Ethernet networking platform to enhance its infrastructure [3]. Group 2: User Engagement and Advertising - The integration of AI is driving user and advertiser engagement across Meta's platforms, including Facebook, WhatsApp, Instagram, Messenger, and Threads [4]. - In Q4 2025, the number of daily active users generating media through Meta AI tripled year over year, indicating a significant boost in user engagement [5]. - Meta is testing a business assistant powered by Meta AI to help advertisers with campaign optimization and account support [5]. Group 3: Financial Outlook and Investment - Meta's capital spending for 2026 is projected to be between $115 billion and $135 billion, with a combined expected spending of $700 billion on AI infrastructure from major tech companies [7]. - The Zacks Consensus Estimate for 2026 earnings is $29.67 per share, reflecting a 26.3% growth from 2025, while revenues are expected to reach $247.15 billion, a 23% increase [11]. Group 4: Market Position and Valuation - Meta's shares have decreased by 7.4% over the past 12 months, underperforming the broader tech sector and competitors like Alphabet [9]. - The stock is currently considered overvalued with a forward price/sales ratio of 6.42X, compared to the industry average of 3.86X [10]. - Meta's Zacks Rank is 3 (Hold), suggesting that investors should wait for a more favorable entry point [14].

IT之家注：股权奖励是公司发给员工的"股票兑换券"。员工可以在未来某个时间点，以特定价格买入公 司股票（或者直接获得股票）。这是科技公司为了留住人才，让员工和公司利益绑定的一种常见福利， 通常占员工总收入的很大一部分。 知情人士透露，公司将年度股票期权分配额度下调了约 5%，这一调整波及数万名员工。继去年削减约 10% 之后，此次"再次缩水"让不少员工感到失望。 这一薪酬调整迅速在匿名职场社区 Blind 上引发了热议。有员工抱怨道："又是削减，看来我的努力白 费了，再见 Meta！"还有人调侃称将"相应减少 5% 的工作时间"以示抗议。 金融时报今天（2 月 20 日）发布博文，报道称 Meta 为筹集资金应对昂贵的 AI 军备竞赛，已连续第二 年削减员工股权奖励（Equity-based awards）。 这家市值 1.6 万亿美元的巨头预估，其 2026 年的资本支出可能高达 1300 亿美元。资金主要流向两个无 底洞：建设庞大的数据中心集群，以及从竞争对手那里挖角顶尖 AI 人才，后者的年薪包往往高达数百 万甚至上亿美元。 为了安抚因 AI 投资回报尚不明朗而感到不安的投资者，扎克伯格正极力在内部推行 ...

Nvidia has built an AI empire and dominates the AI chip market.Meta Platforms (META +0.24%) has been one of the most noteworthy names in the artificial intelligence (AI) space over the past couple of years. The company, known for its social media apps, has spoken of its intentions to pursue AI and even bring superintelligence to people around the world. As part of this, Meta has been spending billions of dollars to build out data centers, create large language models, and offer AI features to app users and ...

Meta Platforms Inc. (NASDAQ:META) has reduced annual stock awards for the majority of its workforce by approximately 5%, marking the second consecutive year of equity cuts as the company reallocates billions toward Artificial Intelligence.Funding The AI Arms RaceThe move of slashing stock awards comes as CEO Mark Zuckerberg prepares for a massive infrastructure expansion, with 2026 capital expenditure projected to reach a record-high range of $115 billion to $135 billion.The reduction in employee compensati ...

Meta is dialing back the metaverse to mean something far less futuristic: an app on your phone. The company, which spent billions of dollars to build Horizon Worlds — an immersive, virtual hangout zone on its Quest virtual reality headsets — is "shifting focus" for Horizon Worlds "to be almost exclusively mobile," according to a blog post published on Thursday.Horizon Worlds is part of Meta's Reality Labs division for VR products and smart glasses, a unit that has burned nearly $80 billion since 2020. "Last ...

据英国金融时报，Meta已连续第二年削减大部分员工的股权激励，与此同时，首席执行官马克·扎克伯 格正投入数十亿美元资金，用于招募顶尖 人工智能研究人员和建设 数据中心。据知情人士透露，Meta 已将大多数员工（涉及数万名员工）的年度股票期权分配额削减了约5%，而去年已削减约10%。Meta 预计，其2026年的资本支出可能高达1300亿美元。与此同时，扎克伯格正以数千万甚至数亿美元的年度 薪酬方案和奖金，从同行那里吸引顶尖人工智能人才。为了提高资金效率，扎克伯格寻求在其他方面进 行削减，以安抚因人工智能投资尚未见到回报而焦虑不安的投资者。今年1月，该公司在其亏损的 元宇 宙部门裁减了约1500个岗位。 ...

Key TakeawaysMeta Platforms (META) is cutting employee equity rewards by 5% to pivot capital toward massive investments in Artificial Intelligence infrastructure.President Trump announced a $7 billion international fund for Gaza reconstruction during the inaugural meeting of the Board of Peace.Australian bank shares are outperforming global peers in 2026, driven by a significant surge in domestic profits and high interest rate margins.US stock futures remain flat as investors brace for a high-stakes court r ...

Core Insights - Meta has reduced its annual distribution of stock options by approximately 5% for most of its staff as CEO Mark Zuckerberg reallocates funds towards artificial intelligence development [1] Company Actions - The decision to cut stock options is part of a broader strategy to invest billions of dollars into building out artificial intelligence capabilities [1]

市场消息：大多数Meta员工的股权奖励将减少5%。 来源：滚动播报 ...

U.S. equity markets experienced a volatile session on Thursday, February 19th, 2026, as investors weighed surprisingly resilient labor market data against a cautious full-year outlook from the world’s largest retailer. Despite a significant beat in weekly jobless claims, the major indexes struggled to maintain early momentum, ultimately drifting lower as concerns over consumer spending and geopolitical tensions in the Middle East dampened risk appetite.Major Market Indexes Performance RecapThe major benchma ...