Key Points Meta's Q3 revenue and adjusted earnings both beat expectations, but expenses and capital expenditures grew faster than sales. Management raised its 2025 capital-expenditure outlook and warned that 2026 spending will grow at an even faster rate. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) stock dropped as much as 12.1% on Thursday after the company reported strong third-quarter revenue but paired it with a forecast for significant growth in spending and cap ...

You know, Meta, I think, has the best track record of any company out there of taking a new product that people love and getting it to billions of people in terms of of usage. A lot of people use Meta AI today. I mean, as I said in my my comments up front, there's more than a billion people who use it on a monthly basis.And what we see is that um as we improve the quality of the model primarily of for post-training llama 4 at this point we are um we continue to see improvements in and usage. Um so our view ...

The S&P 500 slipped 0.2% from its all-time high earlier this week, while the Nasdaq composite lost 0.6%. The Dow Jones Industrial Average, however, gained 199 points, or 0.5%, by mid-morning trade, AP reported.Markets were reacting to comments from US President Donald Trump, who called his meeting with Chinese President Xi Jinping a “12 out of 10” and announced plans to reduce tariffs on Chinese goods. Analysts, however, warned that despite the warm rhetoric, structural trade tensions remain unresolved.“The ...

直面AI . 聚焦前沿科技，抢先看到未来。 本文来自微信公众号： 直面AI ，作者：毕安娣，题图来自：视觉中国 Meta为了人工智能，不仅大力投入，还大力改革，大力裁员。但还没看到曙光，却被特朗普抽走大 部分利润，差点成了《活着》里失血过多的有庆。 以下文章来源于直面AI ，作者毕安娣 从财报中不难看到，Meta的资本支出还在扩大，而且该公司提高了全年资本支出的预估值，还暗示 明年这一数额会再增加。 过去八个月里， Meta对其人工智能部门进行了四次重组，前不久还传出裁员600人的消息。Meta 说，希望人工智能组织"更灵活"。 改革的力度很大，但Meta还没有收获改革的果实，自新的"Meta超级智能"部门组建之后，Meta发布 了一款人工智能眼镜和一个嵌入Meta AI应用的AI短视频信息流，后者还被OpenAI的Sora独立应用 对比得黯然失色。 "我们本季度表现强劲。Meta超级智能实验室开局良好，我们将继续引领人工智能眼镜行业。如果我 们能够把握住未来机遇的一小部分，那么未来几年将是我们历史上最激动人心的时期。" 但是市场显然没买账，美股盘后交易中，Meta的股价暴跌8%，市值蒸发约1600亿美元。 ...

ToplineMeta shares dropped by more than 12% as trading opened Thursday, pacing what would be the company’s largest single-day loss in years after a nearly $16 billion tax charge lowered its quarterly earnings well below Wall Street’s forecasts. Earnings fell significantly below Wall Street’s expectations, though Meta said it would have exceeded projections before the tax charge.Getty ImagesKey FactsShares of Meta fell 12.3% to around $658.50 after the bell rang Thursday morning, the largest intraday loss fo ...

Meta's spending is hard to rationalize, some analysts say, as it's uncertain whether heavy investments into the metaverse will generate compelling returns. ...

Core Insights - Tech investors are facing a paradox as both Meta Platforms Inc and Microsoft Corp reported better-than-expected quarterly results, yet their stock prices are under pressure [1] Company Performance - Meta Platforms Inc and Microsoft Corp both exceeded earnings expectations for the quarter, indicating strong performance in the AI sector [1] - Despite the positive earnings reports, both companies are experiencing stock price declines, highlighting a disconnect between financial performance and market sentiment [1] Market Reaction - The market's reaction to the earnings reports of these tech giants suggests a cautious outlook among investors, potentially due to broader economic concerns or market volatility [1] - The contrasting performance of these companies in the stock market raises questions about investor confidence in the tech sector, particularly in relation to AI investments [1]

This is a heavy earnings week, with 173 of the S&P 500 companies reporting earnings. Apple and Amazon.com report after Thursday’s close. Q3 earnings have been running strong so far. According to Bloomberg Intelligence, 84% of the S&P 500 companies that have reported so far have beaten forecasts, on course for the best quarter since 2021. However, Q3 profits are expected to have risen by +7.2% y/y, the smallest increase in two years. Also, Q3 sales growth is projected to slow to +5.9% y/y from +6.4% in Q2.St ...

Meta Shares Drop 12% After Trump’s Megabill Casts $16 Billion Tax Chargehttps://t.co/5o0ECnF8Wj https://t.co/mI9tzETc7c ...

10月29日，美国联邦公开市场委员会(FOMC)公布最新利率决议，降息25个基点。 在随后的记者会上，美联储主席鲍威尔表示，尽管不少投资者预计12月继续降息，但这并非板上钉钉之事。 当日，主要股指收盘涨跌互现。道琼斯指数下跌近0.2%；标准普尔500指数收盘持平；纳斯达克综合指数上涨近 0.6%，再创历史新高。 与此同时，在科技股七巨头中，公布了财报的微软、脸书母公司Meta、谷歌母公司Alphabet收盘涨跌不一。投资者 将重点关注亚马逊、苹果两家公司的财报与股价表现。 AI支出拖累股价 10月29日，微软公布了超预期财报：三季度营业收入776.7亿美元，同比增长约18%；营业利润379.6亿美元，同比增 长约24%；稀释后每股收益(EPS)为3.72美元，同比增长约13%。备受关注的Azure云业务实现了约40%的增长，与二 季度创下的两年半最高增速持平。 尽管业绩亮眼，但并未能打动投资者，公司股价在盘后交易中出现小幅下跌，因为微软宣称，其云服务已经供不应 求。 为应对云计算与人工智能服务需求的迅猛增长，微软计划今年将人工智能算力提高80%，在未来两年内将数据中心 规模扩大一倍。 Meta的境遇则更为糟糕 ...