Per my December article , Meta ( META ) keeps revolutionizing advertising. We now have the full-year 2025 numbers and the 4Q25 revenue came in above guidance. Additionally, revenue guidance for 1Q26 implies a 30% YoY increaseI'm an individual investor heavily influenced by Warren Buffett and Charlie Munger. Munger's 1994 USC Business School Speech is something I think about a lot: "Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the busin ...

左为王士立（Alexandr Wang）与马克・扎克伯格 据《信息》杂志获取的一份内部备忘录显示，元宇宙平台公司（Meta Platforms）对其新成立 AI 团队即 将推出的首款核心大模型，态度愈发乐观。 这份日期为1 月 20 日的备忘录由 Meta 超级智能实验室（Meta Superintelligence Labs）产品经理梅根・ 傅（Megan Fu）发布，其中明确指出，下一代大语言模型Avocado（牛油果）已完成预训练，是 "Meta 迄今能力最强的预训练基础模型"。预训练是 AI 模型开发的初始阶段，模型需接触海量数据，学习通用 知识、模式与关联关系。 备忘录称，Avocado 的性能已超越当前最优的开源基础模型。（基础模型指仅完成预训练、尚未通过 "后训练" 阶段优化的大语言模型；后训练阶段会通过人类反馈强化学习等技术，针对特定任务对模型 进行精调。）尽管 Avocado 尚未完成后训练，但其在知识储备、视觉感知及多语言能力上，已与顶尖 的后训练模型持平。 作者：乔蒂・曼（Jyoti Mann） 在 Avocado 正式公开发布前，Meta 内部对其 AI 模型进展的乐观评估，能否经受住 ...

Core Insights - Meta Platforms is recognized as one of the most well-known companies globally, indicating its significant presence in the market [1] Group 1 - The analysis focuses on identifying the best businesses to create a long-term portfolio that can outperform the market [1]

Core Insights - Meta Platforms is recognized as one of the most well-known companies globally, indicating its significant presence in the market [1]. Company Analysis - The analysis focuses on identifying the best businesses worldwide to create a long-term portfolio aimed at outperforming the market [1].

Group 1 - The core point of the news is the significant drop in precious metal prices, with gold experiencing its largest single-day decline in 40 years and silver hitting a historic intraday drop of 36% [1][2][4] - On January 31, spot gold prices fell over 12%, reaching a low of $4682 per ounce, while closing down 9.25% at $4880 per ounce [2][4] - Spot silver prices dropped to a low of $74.28 per ounce, closing down 26.42% at $85.259 per ounce [4][8] Group 2 - The sell-off in precious metals was triggered by the strengthening of the US dollar, following the announcement of Kevin Walsh as the new Federal Reserve Chairman, which raised concerns about the Fed's independence [4][6][7] - The dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [4][5] - The market was already experiencing a demand for a correction, and the combination of factors, including the Fed chair nomination and broader capital flow dynamics, acted as a catalyst for profit-taking [4][6] Group 3 - The broader US stock market also faced declines, with major indices closing lower due to uncertainties surrounding Federal Reserve policies, inflation pressures, and geopolitical risks [5] - The gold sector saw substantial losses, with major companies like Barrick Gold and AngloGold experiencing declines of over 10% [5] - The sell-off in precious metals was characterized by panic selling and profit-taking, particularly among leveraged positions, which exacerbated market volatility [8][12]

本文源自：金融界AI电报 美股大型科技股盘前涨跌互现，英伟达涨1%，亚马逊、特斯拉涨0.1%，Meta跌0.1%，苹果跌0.8%，微 软、谷歌A跌1%。 ...

Zelestra and Meta have signed a new power purchase agreement (PPA) for the Skull Creek Solar Plant in Texas, US, expanding their clean energy partnership. The agreement is part of Meta's commitment to powering its operations with 100% renewable energy. The project contributes to a total solar capacity of around 1.2 gigawatts-direct current (GWdc) across seven projects in the US under their collaboration, all set to be operational by 2028. Two of them entered construction late last year and the remainde ...

Core Insights - Meta Platforms has been a strong performer among the "Magnificent Seven" stocks, achieving a 539% return over the past decade, although it is the lowest performer in this group [3][2] - The company has a robust advertising business model, with nearly 98% of its projected $201 billion in net sales coming from advertising by 2025 [8] - Meta's board missed an opportunity to enhance retail investor interest by not executing a stock split, which could have made shares more accessible [5][19] Company Performance - Meta's stock has outperformed the S&P 500 over the last three years and is currently the top-performing stock among the Magnificent Seven [3] - The company closed 2025 with $81.6 billion in cash and generated $115.8 billion in net cash from operating activities, allowing for aggressive investments in technology [10] Market Position - Meta's social media platforms attract an average of 3.58 billion daily users, providing significant advertising power and a sustainable competitive advantage [6][7] - The company is heavily investing in artificial intelligence, which is expected to enhance its advertising capabilities and improve click-through rates [9] Stock Split Discussion - Meta has never completed a stock split since its IPO in 2012, which is unusual for a company with its growth trajectory [13] - The current share price of $716.50 may be restrictive for retail investors, and 29.3% of its shares are held by non-institutional investors, indicating a potential incentive for a stock split [15][16] - A stock split could help Meta attract more retail investors and support its ambitious capital expenditure plans, which are projected to be between $115 billion and $135 billion in 2026 [20]

Parliamentarian Lavu Sri Krishna Devarayalu, whose party is aligned with Prime Minister Also Read: The killer is lurking inside your child’s phoneSuch bills don’t represent government policy and typically don’t become laws, but can lead to wider parliamentary debate. State level officials and India’s finance ministry have also raised the issue of potential harms from social media.Any move to limit access to platforms in the world’s most populous nation would be a blow to the likes of Meta Platforms Inc.’s ...

Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Freedom Capital Markets analyst Saken Ismailov raised the price target on the stock to $825.00 (from $800.00) while maintaining a Buy rating. The rating affirmation follows Meta’s fourth-quarter 2025 results. The tech giant reported earnings that topped estimates and issued stronger-than-expected sales guidance. The company exceeded consensus expectations across all key metrics, the firm noted. In parti ...