Core Viewpoint - Meta Platforms (NASDAQ:META) is maintaining a strong position in the digital advertising market, with Roth Capital reaffirming a "Buy" rating and raising the price target from $800 to $850 due to strong financial performance and growth potential [1][6]. Financial Performance - Meta exceeded earnings and revenue expectations in Q4, driven by robust holiday advertising demand, which has contributed to a positive outlook from Roth Capital [2][6]. - Despite significant capital expenditures for AI investments and strategic acquisitions, Meta maintains impressive free cash flow, supporting the raised price target [2]. Valuation Metrics - The stock is currently valued at 20.2 times projected earnings for fiscal year 2027, which is attractive compared to major tech competitors [3]. - A fair value target for Meta's stock is set at $826, based on an industry-standard price-to-earnings ratio of 25 times, indicating potential for growth [3]. Stock Performance - As of the latest trading session, META's stock is priced at $668.73, reflecting a slight decrease of 0.63% or $4.24, with fluctuations between a low of $667.45 and a high of $677.68 during the day [4]. - Over the past year, META's stock has ranged from a low of $479.80 to a high of $796.25, indicating significant volatility [4]. Market Capitalization and Trading Activity - Meta's market capitalization is approximately $1.69 trillion, highlighting its substantial presence in the tech industry [5]. - Today's trading volume on NASDAQ is 16,982,940 shares, reflecting active investor interest, which, combined with strong financial performance, supports the positive sentiment from Roth Capital [5].

MENLO PARK, CALIFORNIA - OCTOBER 28: Facebook employees gather in front of a sign displaying a new logo and the name 'Meta' in front of Facebook headquarters on October 28, 2021 in Menlo Park, California. A new name and logo were unveiled at Facebook headquarters after a much anticipated name change for the social media platform. (Photo by Justin Sullivan/Getty Images)Getty ImagesMeta stock has declined 1% in the last year, according to CNBC, with a 10% pop in pre-market trading after a fourth quarter earni ...

US stock market crashes today: Dow, S&P 500, Nasdaq down today. The US stock market faced a significant retreat during Thursday’s mid-morning session, driven by a sharp selloff in megacap technology shares and escalating fears of military conflict in the Middle East. As of 10:41 AM EST, the tech-heavy Nasdaq Composite plummeted 2.21%, shedding 527.24 points to reach 23,330.21. This downward pressure was mirrored across broader indices, with the S&P 500 dropping 1.21% to 6,893.47 and the Dow Jones Industrial ...

Core Insights - Tech giants Meta Platforms Inc and Microsoft Corp reported strong earnings results, but their stock movements diverged sharply in the market [1] Group 1: Meta Platforms Inc (META) - META's stock rose by 7.7% to $719.96, reaching its highest level since October and on track for its largest single-day percentage gain since July [2] - The company announced better-than-expected fourth-quarter earnings and revenue, along with an increase in current-quarter sales guidance [2] - META plans to nearly double its AI spending by 2026, indicating a strong commitment to technology investment [2] Group 2: Microsoft Corp (MSFT) - MSFT's stock fell by 11.3% to $427.01, marking its lowest level since May 2025 and potentially its worst single-day percentage loss since the Covid-19 crash [3] - Despite reporting better-than-expected fiscal second-quarter results, the stock is negatively impacted by higher capital spending and slower growth in cloud computing [3] - A soft operating margin outlook is also contributing to the downward pressure on MSFT shares [3] Group 3: Options Activity - Both META and MSFT are experiencing significantly higher trading volumes in the options market [4] - The most popular options for META are the weekly 1/30 750-strike call, while for MSFT, it is the March 435 call, with new positions being opened for both [4]

It's a tale of two different megacaps so far this earnings season when it comes to artificial intelligence.Meta Platforms surged after showing signs that investments in AI is boosting the bottom line, while Microsoft shares dropped as the company struggled to justify recent spending plans to investors and showed a slowdown in its cloud segment. The money flowing into AI and new technology has been a major source of debate on Wall Street as investors increasingly want to see that companies are reaping reward ...

1月29日，挪威央行投资管理（Norges Bank Investment Management）正式发布 2025 年年度投资报告。 数据显示，全球最大主权财富基金之一的挪威政府全球养老基金（Government Pension Fund Global，GPFG）在2025年实现15.1%的整体回报率，基金规模 于2025年12月31日达到21.268万亿挪威克朗（约合15.47万亿人民币）。 从基金规模变动细节来看，2025年基金会计收益达2.362万亿克朗（约1.72万亿人民币），但受挪威克朗对多国主要货币升值影响，汇率因素导致基金价值 缩水。同时，扣除管理费用后的资金净流入为319亿克朗，多重因素共同作用下，基金全年规模净增1.526万亿克朗。 从资产类别表现来看，权益类投资成为基金收益的核心驱动力。2025年，基金股票投资回报率高达19.3%，显著跑赢其他资产类别。其中，科技、金融及 基础材料板块表现尤为突出，贡献了权益投资的主要收益。挪威央行投资管理首席执行官尼古拉・丹根（Nicolai Tangen）在声明中强调："2025年基金交 出了极具说服力的成绩单，科技、金融与基础材料领域的优质股票持续 ...

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AI再传重磅利好催化。 受业绩超预期刺激，今晚，美股开盘后，美国科技巨头Meta股价一度暴涨超11%。其最新公布财报显示，2025 年第四季度营收及2026年第一季度营收指引均大超市场预期。Meta预计2026年资本支出最高达1350亿美元， 接近去年的两倍。 对于Meta、微软等科技巨头强劲的资本支出，摩根大通分析师Harlan Sur分析称，AI（人工智能）基础设施的 支出强度已明确进入新一轮扩张周期，相关投入将重点集中于数据中心、网络及定制芯片等领域，并带动半导 体产业链持续受益。 另外，贵金属市场再度全线大涨，现货黄金一度大涨超2%，现货白银一度大涨超3%，LME伦铜一度暴涨超 11%，集体创出历史新高。有分析指出，AI基础设施和电网建设带来的需求逻辑仍在，海内外流动性宽松的趋 势未变，为铜价提供有力支撑。 超级巨头暴涨 北京时间1月29日晚间，美股三大指数开盘涨跌不一，Meta的股价大幅攀升，一度大涨超11%，截至发稿，涨 幅略微收窄至9%。 Meta还预计，全年资本支出将达1150亿美元至1350亿美元，超过分析师平均预期的1106亿美元。这一数字几乎 是其2025年资本支出（722亿美元）的两倍 ...

Market Overview - S&P 500 slipped 0.01% to 6,978.03, while Nasdaq Composite rose 0.17% to 23,857.45, and Dow Jones Industrial Average inched up 0.02% to 49,015.60 in muted post-Fed trading [1] - Federal Reserve held interest rates steady at a range of 3.5%-3.75%, with expectations of two rate cuts later this year, potentially starting in June [4] Company Performance - Badger Meter experienced an 11.00% drop to $146.32 due to a revenue miss [2] - Tesla reported earnings after market close, beating estimates but showing a decline in revenues [2] - Meta surged in after-hours trading after exceeding analyst expectations, while Microsoft slipped despite better-than-expected results, likely due to concerns over high AI spending [5] - C3.ai rose 4.21% to $13.13 on merger headlines [3] Industry Insights - Upcoming earnings from major tech companies will provide insights into the development of the AI market, amid concerns of elevated prices and potential corrections in 2026 [6]

每经AI快讯，1月29日，META股价开盘上涨11%，升至10月份以来最高。 ...