Meta Platforms (NASDAQ: META ) has been a surprising victim of the recent market selloff. The company might be exposed to a potential recession, but investors may be overlooking its dominant position in online advertising and its enviable profit margins. Moreover, there are clear signsJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriente ...

The market has never really liked Meta's Reality Labs or Zuckerberg's vision of the metaverse, but its core business Family of Apps is such a cash generating machine that many investors have been able to overlook the cashIn the process of finalizing my law PhD on corporate wrongdoing. Research assistant for 5+ years prior, focusing on regulatory governance, corporate compliance.Longstanding interest in the stock-market, focusing primarily on US small to mid caps, both long and short.Whatever peaks my intere ...

For those following news surrounding Magnificent Seven stock, Meta Platforms' NASDAQ: META LLaMa is the subject of constant headlines. But what exactly is LLaMa, and is Meta making money off of it? Is the development of LLaMa positive or negative for Meta stock in the long term? Below, I’ll work to answer these questions to provide a better understanding of LLaMa and how it can add value to the tech stock. Get Meta Platforms alerts:LLaMa: Meta’s Open-Source Answer to ChatGPT Meta Platforms Stock Forecast To ...

It's even better when you can find such a company that's not that sensitive to macro.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great com ...

Group 1: AI Market Overview - AI stocks have shown outstanding gains in 2023 and 2024, but face challenges in the current year due to external factors [1][2] - Investors are adopting a risk-off approach amid concerns of a U.S. economic slowdown, leading to stock pullbacks for major AI companies despite solid quarterly results [2] Group 2: Nvidia's Performance - Nvidia's shares are down 17% in the last month, yet the company reported strong quarterly results, with a trailing P/E ratio of 38, indicating attractive valuations [4][5] - Nvidia's fiscal 2025 earnings surged by 130% to $2.99 per share, with revenue more than doubling to $130.5 billion [5] - The company anticipates a 65% year-over-year increase in Q1 fiscal 2026 revenue, with analysts projecting 50% earnings growth for the current fiscal year [6] Group 3: Nvidia's Product Demand - Demand for Nvidia's Blackwell GPUs is robust, with $11 billion in sales during the fiscal fourth quarter, contributing significantly to data center revenue [7][9] - Blackwell GPUs outperform previous-generation processors in AI inferencing, driving increased demand as large language models gain traction [8] - Nvidia holds an impressive 85% market share in the AI chip space, benefiting from customers lowering operating costs while boosting performance [9] Group 4: Meta Platforms' Growth - Meta Platforms' stock has retreated 16% recently, trading at 26 times trailing earnings, making it an attractive buy [11] - The digital advertising market grew by 12% last year, while Meta achieved 22% growth in 2024, generating $164 billion in revenue and a 60% increase in earnings to $23.86 per share [12] - AI tools are enhancing Meta's advertising effectiveness, leading to a 14% year-over-year increase in average ad prices [13][14] Group 5: Meta's AI Advertising Tools - Meta's AI tools have driven a 32% increase in return on spending for advertisers, with over 4 million advertisers using generative AI ad creative tools, a fourfold increase in six months [14][15] - The Advantage+ shopping campaigns have surpassed a $20 billion annual run rate, growing 70% year-over-year in Q4 [15] - The digital ad market is projected to grow at 15% annually, providing Meta with significant growth opportunities in the long run [16]

When the history books are written in the not-too-distant future, one of a handful of companies that will stand out as one of the true growth stories will be none other than Facebook parent Meta Platforms (Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, ...

Meta's upcoming Community Notes feature for monitoring misinformation through crowdsourcing will use some technology developed by Elon Musk's X for its similar service.On Thursday, Meta revealed in a blog post more details of its new content moderation tool, and said it incorporates the same open-source algorithm that powers X's Community Notes. Meta said that over time it plans to modify the algorithm to better serve its Facebook, Instagram and Threads apps."As X's algorithm and program information is open ...

Next week, Meta will begin one of the company’s most significant overhauls ever for how it fact-checks information on its platforms.On March 18, Meta will start releasing its version of Community Notes for Facebook, Instagram, and Threads users in the United States. The program copies a crowdsourced fact-checking system that Twitter unveiled in 2021 and that became the sole means of correcting misleading information after Elon Musk turned the platform into X. Meta executives say they’re focused on getting ...

Equities have not performed well since Donald Trump took office as the 47th U.S. president. As of March 10, the S&P 500 was down 8.6% since Feb. 19, while the tech-heavy Nasdaq Composite was down 13.4% since Dec. 16 highs. Between trade wars, tariffs, and other potential macroeconomic headwinds, investors, especially those in the tech sector, fear that a major sell-off is on its way.Market downturns are rarely fun, but they always create opportunities to scoop up shares of excellent companies on the dip. Le ...

Core Points - Meta achieved a legal victory against the memoir "Careless People" written by former Facebook executive Sarah Wynn-Williams [1][4] - An emergency arbitrator's decision prohibits Wynn-Williams from promoting the book and making disparaging comments about Meta [2][4] - The ruling was issued by the International Centre for Dispute Resolution, part of the American Arbitration Association [1] Company Response - A Meta spokesperson stated that the book is "false and defamatory" and should not have been published [2][4] - Despite the ruling, the book remains available for purchase from major retailers like Amazon and Barnes and Noble [2] Ongoing Developments - Wynn-Williams and her publisher Macmillan did not respond to requests for comments regarding the situation [3]