About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Core Insights - Oklo Inc. (OKLO) has experienced significant volatility in its stock price, particularly following a major agreement with Meta Platforms (META), leading to sharp price movements as investors reassess the company's fundamentals [1][2][6]. Overview of the META Agreement - The agreement with META involves the development of a 1.2-gigawatt advanced nuclear power campus in Pike County, OH, aimed at supporting META's data center and AI infrastructure, with pre-construction activities starting in 2026 and full delivery targeted by 2034 [3]. - The deal includes a prepayment mechanism from META, providing upfront funding to OKLO, which enhances project certainty and capital visibility, facilitating the advancement of OKLO's Aurora technology towards commercialization [4][5]. Recent Share Price Movement - Following the announcement of the META agreement, OKLO shares surged over 45%, but subsequently pulled back approximately 10% within a week, indicating a cooling period after initial excitement [6][11]. - Despite the recent pullback, OKLO shares are still up about 265% over the past year, although they have declined around 40% in the last three months, highlighting the stock's sensitivity to investor sentiment [7]. Drivers of the Pullback - The recent decline in share price appears to be more related to profit-taking rather than a deterioration in fundamentals, as the project timeline and the significance of the META agreement remain unchanged [11][12]. - OKLO's valuation reflects high expectations for future success, making it susceptible to short-term fluctuations in investor sentiment [12]. Business Risk Profile and Earnings History - OKLO is classified as a high-risk investment, being pre-revenue and reporting a loss of $0.20 per share in Q3 2025, with negative earnings estimates expected to widen before narrowing as milestones are achieved [13]. - The company's earnings history has been inconsistent, missing consensus estimates in three of the last four quarters, contributing to its volatility and highlighting execution risks [14]. Investor Perspective - The META agreement reduces uncertainty regarding future demand and funding, enhancing OKLO's credibility in the advanced nuclear power sector, as demand for clean energy from data centers increases [17]. - However, near-term volatility is anticipated due to OKLO's pre-revenue status, ongoing losses, and a valuation that leaves little margin for error, contrasting with established companies like Constellation Energy that offer lower-risk exposure to nuclear energy [18]. Future Outlook - Looking ahead to 2026, OKLO presents a high-upside but high-risk investment opportunity linked to advanced nuclear power, with the META agreement bolstering its long-term narrative [20]. - Recent price movements indicate that enthusiasm can diminish quickly when expectations exceed fundamentals, suggesting that patience is necessary for potential investors [20].

Core Viewpoint - The Gambling Commission of Britain has accused Meta Platforms, the parent company of Facebook and Instagram, of neglecting the issue of illegal online casino advertisements on its platforms, suggesting that the company is willing to accept revenue from criminal activities [1] Group 1 - The Gambling Commission's statement highlights concerns regarding Meta Platforms' oversight of illegal gambling advertisements [1] - The accusation implies that Meta Platforms prioritizes financial gain over regulatory compliance and user safety [1] - This situation raises questions about the responsibility of social media companies in monitoring and controlling illegal content on their platforms [1]

In this article, we argue that Meta Platforms, Inc. ( META ) investments in AI are not visionary growth investments that the market currently prices them to be, but rather a reactive defensive moveI started my career in asset management one year before the GFC. Since then, I have accumulated knowledge and extensive experience in financial analysis and portfolio management of equity, government bond, corporate bond, and money market funds. Fascinated by psychology and the way we make investment decisions. Pa ...

Core Viewpoint - The potential social media ban for users under 16 in Australia may set a precedent that could negatively impact stocks of Meta Platforms, Snap, and Reddit if other countries adopt similar measures [1] Group 1: Impact on Companies - Meta Platforms, Snap, and Reddit could face significant stock declines if the Australian ban influences other nations to implement similar restrictions on social media usage for minors [1] - The proposed ban in Australia is part of a broader trend of increasing regulatory scrutiny on social media platforms regarding user age restrictions [1] Group 2: Industry Implications - The social media industry may experience heightened regulatory challenges as governments worldwide consider age-related restrictions, potentially leading to operational changes and increased compliance costs [1] - If the Australian model is replicated, it could reshape the user demographics and engagement strategies for social media companies, impacting their revenue models [1]

Group 1 - Wedgewood Partners anticipates stronger market volatility in the coming years and has moderated its enthusiasm for investments [1] - The Wedgewood Composite returned -1.8% (net) in Q4 2025, underperforming compared to the S&P 500's 2.7%, Russell 1000 Growth Index's 1.1%, and Russell 1000 Value Index's 3.8% [1] - Year-to-date, the Composite gained 4.3%, significantly lower than the indexes' returns of 17.9%, 18.6%, and 15.9% respectively [1] - Poor stock selection, valuation corrections of past performers, and underweighting in AI stocks contributed to the underperformance [1] - In 2026, crowded AI investments and stretched valuations are expected to pressure prudent investment decisions [1] Group 2 - Meta Platforms, Inc. was highlighted as a leading detractor to Wedgewood's performance in Q4 2025 [2] - On January 16, 2026, Meta's stock closed at $620.25 per share, with a one-month return of -6.24% and a 52-week gain of 1.22% [2] - Meta reported +26% revenue growth, but earnings per share grew less at +20% due to increased spending on AI initiatives [3] - Daily active users on Meta's platforms rose +8% year-over-year, with users spending +5% more time on applications [3] - Meta's platforms have over 3.5 billion daily users, generating significant data for global advertisers [3]

A Canadian licensed insolvency trustee is calling on Meta (NASDAQ:META) to explain why illegal debt-relief advertising continues to run on its platforms, despite repeated warnings, direct outreach, and mounting federal evidence that such practices are misleading, harmful, and in some cases criminal.Joshua Harris, CEO of Harris & Partners Inc., said unlicensed debt advisors posing as legitimate insolvency professionals are using Facebook and Instagram ads to target Canadians in financial distress, costing co ...

美股"七巨头"阵营因表现分化而瓦解，去年仅有Alphabet和英伟达两家公司跑赢了标普500指数。Michael Hartnett指 出，市场正扩大广度，未来的新"七巨头"将是能证明AI真实改变其业务结构的巨型企业。他借电影结局警示：并非所有巨 头都能在残酷竞争中幸存。 硬·AI 作者 | 张雅绮 编辑 | 硬 AI 曾经共同推动美股市场的"七巨头"阵营正在瓦解，这一曾被视为铁板一块的巨型科技股组合，如今已不再 是投资者眼中的单一资产类别。随着市场对人工智能热潮的看法趋于理性与审慎，这些万亿市值巨头的命 运在过去一年中发生了显著分化。 在刚刚过去的2025年， 仅有Alphabet和英伟达两家公司的表现跑赢了标普500指数。 进入新的一年，这 种分化趋势仍在延续，"七巨头"中已有五家公司的表现不及大盘基准。曾主导市场的AI交易策略正在发生 转变，资金不再盲目涌入整个板块，而是开始进行更具选择性的押注。 随着牛市的演进，围绕人工智能的交易逻辑已发生演变。部分投资者预计AI红利将向医疗保健等行业扩 散，而另一部分投资者则继续加码芯片制造商或能源公司。在这种背景下，曾经紧密的"七巨头"组合正在 被市场重新定义，或许 ...

Group 1 - The article discusses Meta Platforms as a significant player in the AI sector, despite being primarily recognized as a social media company [2][4] - Meta has a vast user base, with 3.5 billion people using at least one of its apps daily, which provides a strong advertising revenue stream [4] - The company has increased its focus on AI, developing its own chips and data centers, and creating a large language model called Llama [5][6] Group 2 - Meta's capital spending forecast for 2025 is between $70 billion and $72 billion, indicating a significant investment in AI infrastructure [6] - The company's AI initiatives aim to enhance user engagement on its platforms, potentially increasing advertising revenue as users spend more time on the apps [7][8] - Meta is also innovating in advertising through AI, enabling the rapid creation of effective ads, which is expected to further boost ad spending [8]

Meta is the cheapest Magnificent Seven stock at the moment, and it's expected to grow faster than Microsoft, Apple, and Alphabet.In this video, I will discuss Meta (META 0.09%), why it is so cheap, updates on CoreWeave, Micron, Rubrik, and OpenAI. Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Jan. 16, 2026. The video was published on Jan. 16, 2026. ...