Core Insights - Meta Platforms Inc (NASDAQ:META) has been highlighted as a stock to watch due to its advancements in AI capabilities and strong performance in the advertising sector [1][2] Financial Performance - As of September 22, 2023, Meta's stock price increased to $778, reflecting a 30% gain year-to-date from around $645 in January [2] - In the June quarter, Meta reported a 9% year-over-year increase in price per ad, indicating a favorable supply and demand balance for its advertising services [4] AI and Advertising Strategy - Meta is leveraging its vast user base of approximately 3.48 billion daily active users to enhance ad targeting and monetization through AI [4] - The company plans to invest between $60 billion to $65 billion in capital expenditures in 2025 to expand its AI infrastructure [4] - Meta's ongoing investments in AI are expected to support its core advertising business while also exploring opportunities in the metaverse and other AI applications [6] Market Outlook - Despite current growth, the digital advertising market is projected to slow down, with annual growth expected to decrease from 20% (2014-2019) to 9% from 2025 to 2030 [4] - The company must demonstrate tangible results from its AI investments to unlock shareholder value in the short term, contrasting with hardware chip makers like Nvidia [4]

Core Insights - The emergence of new digital platforms can pose challenges for established social media companies like Meta Platforms, which experienced a decline in stock price amid rising competition [2][3]. Competition for Attention - OpenAI launched Sora 2, a new AI video generation model, which could enhance the attractiveness of its existing ChatGPT platform, potentially impacting Meta's user engagement [3][4]. - ChatGPT had nearly 5.4 billion visits in August, indicating its strong online presence and user interaction [4]. AI Ambitions of Meta - Meta Platforms is investing billions in developing proprietary AI technologies, with aspirations for "AI Superintelligence" as articulated by CEO Mark Zuckerberg [5]. - The competitive landscape in AI could hinder Meta's growth and ambitions in this sector [5]. Investment Considerations - Analysts suggest caution regarding investments in Meta Platforms, especially in light of the competitive threat posed by OpenAI's advancements [6][7].

Group 1 - OpenAI is likely to require advertising revenue to reconcile its income with its expenditure plans [1] - The AI-video generator app Sora is facing significant competition from platforms such as Facebook and TikTok [1]

CoreWeave  (CRWV) has become the purest play on the AI boom, evolving into a purpose-built neo-cloud platform that’s tailor-made for GPUs, low-latency networking, and AI-native performance. Although traditional hyperscalers balance storage, compute, and enterprise applications, CoreWeave’s edge is more singular, providing specialized infrastructure for training and running the largest AI models. That massive bet on AI is showing up in the numbers. In Q2, CoreWeave booked a whopping $1.21 billion in sale ...

Investors with a lot of money to spend have taken a bullish stance on Meta Platforms (NASDAQ:META).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with META, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner s ...

Group 1 - Blackstone Inc. is optimistic about data centers due to a surge in demand for computing and does not perceive a bubble in the sector [1] - The demand for data centers is driven by the increasing need for information, computing power, and content as the world becomes more digitized [2] - Major tech companies are planning to invest hundreds of billions of dollars in data centers, indicating strong market interest [3] Group 2 - There is a consensus on the attractiveness of real estate as an investment asset class, particularly following a decline in construction and an increase in cash flow [5] - The global themes influencing the real estate sector include demographics, digitization, decarbonization, deglobalization, and defense [6] - Investment strategies in the sector are focusing on logistics, living spaces, and data centers, with an emphasis on stable income or net leases [6]

Core Insights - Meta will utilize data from user interactions with its AI chatbot and other AI products to enhance ad targeting on its social media platforms [1] Group 1 - The implementation of hyper-targeted ads is expected to improve advertising effectiveness across Meta's platforms [1]

BREAKING: ADP Reports Surprise Drop In Private Jobs Meta Platforms (META) will soon target advertisements and other content recommendations to users based on their conversations with its generative-AI-powered chatbot. Meta stock slipped Wednesday. The plan will go into effect Dec. 16. The move comes as Chief Executive Mark Zuckerberg has pledged to spend hundreds of billions to build AI-related infrastructure, such as data centers. The spending is to support the company's Meta AI chatbot and other products ...

This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain Meta will begin using people's conversations with its artificial intelligence chatbot to tailor the ads and content they see on Facebook and Instagram, the social media giant announced Wednesday. The company said it would start notifying users about the change on Oct. 7, with the new system ta ...

A new analysis of political advertisers found that the platform profits from ads that include deepfakes and other content prohibited by its own policies. ...