Mark Zuckerberg's Meta is reportedly pleading with the Trump administration to intervene on the social media giant's behalf as it faces a massive fine under the European Union's strict antitrust rules. Though traditionally tough on Big Tech, Trump has been a vocal critic of the EU's habit of imposing massive fines on American companies. The president has referred to the penalties as "overseas extortion" and threatened retaliatory measures as part of his ongoing trade dispute with the EU. 4 Meta CEO Mark Zuc ...

Meta CEO Mark Zuckerberg holds a smartphone as he makes a keynote speech at the Meta Connect annual event at the company's headquarters in Menlo Park, California, on Sept. 25, 2024. Meta's head of artificial intelligence research announced Tuesday that she will be leaving the company. Joelle Pineau, the company's vice president of AI research, announced her departure in a LinkedIn post, saying her last day at the social media company will be May 30. Her departure comes at a challenging time for Meta. CEO Ma ...

In Brief Meta's VP of AI research, Joelle Pineau, is planning to leave the company, she announced in a post on Facebook Tuesday. Pineau said she's leaving in May after more than two years overseeing FAIR, Meta's internal AI research lab led by Yann LeCun. As for Pineau, the executive said she'll take some time off before jumping into an unnamed "new adventure." Pineau's exit comes as Meta ramps up its AI efforts, with the company planning to spend $65 billion on AI infrastructure in 2025. In a statement to ...

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: Companies developing AI models, such as OpenAI and Meta, train their systems on enormous datasets. These consist of text from newspapers, books (often sourced from unauthorized repositories), academic publications and various internet sources. The material includes works that are copyrighted. Meta is being sued in the United Stat ...

Meta in 2023 offered users in the EU, European Economic Area and Switzerland a choice between free access with personalized ads or a paid ad-free subscription. However, regulators flagged the policy for not complying with the EU's Digital Markets Act. The company then made some modifications, offering reduced subscription prices in November. However, the European Consumer Organisation (BEUC) said those changes were superficial and Meta's practices remained misleading. It called on regulators to investigate ...

Meta (NASDAQ: META ) shares are down more than 11% over the last month, and down 6.97% since I published my last coverage on the technology giant This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business ...

Meta Platforms Inc. (NASDAQ:META) stock is down 0.9% today, last seen at $571.76. The shares have pared steeper gains from this morning, after Jefferies trimmed its price target to $725 from $810. With a few hours to go, META is on track for its worst monthly performance since October 2022. On the charts, keep an eye on the equity's 260-day moving average, a trendline that's getting tested today, so far holding up. Longer term, the social media giant is 17.2% higher year-over-year. Nevertheless, the stock h ...

Jefferies also said it wasn't lowering its estimates on the stock for now. What's next for Meta Platforms? As of 10:11 a.m. ET, the stock was down 2% on the news, after opening down 4.1%. Meta Platforms sinks on tariff concerns As one of the most valuable companies in the world and a global leader in digital advertising, Meta Platforms has significant exposure to the health of the global economy. Advertising is one of the first expenses businesses tend to cut back on when they sense that a recession is comi ...

Investment Rating - The investment rating for the company is "Buy" [1] Core Insights - The report highlights that AI is empowering the entire advertising business chain, leading to an increase in both volume and pricing of ads. This results in improved advertising efficiency, higher ROI for advertisers, and ultimately, increased revenue for Meta [4][6][29] - Meta is currently the leader in the global VR/AR device market, with a market share of 79% in Q4 2024. The AI glasses market is also gaining momentum, positioning Meta as a key player [5] - The potential for Meta AI is vast, with projections indicating that subscription revenue could reach hundreds of billions annually as commercialization progresses [6] - Reels is experiencing rapid growth, with annual recurring revenue (ARR) surpassing $10 billion in Q2 2023, becoming a major driver for Meta's advertising business [7] - Threads is being tested for advertising monetization, which could provide significant revenue growth in the future [7] Summary by Sections Historical Stock Price & Valuation Review - Since its IPO in 2017, Meta's market value has been driven by performance, with a CAGR of 48% in revenue and 84% in GAAP net profit from 2014 to 2017 [16] Business Line Overview - Meta's business lines include Family of Apps (FoA) and Reality Labs (RL). FoA is the core revenue source, while RL currently contributes only about 2% of total revenue and is not yet profitable [32] Short-term Marginal Changes - AI is enhancing advertising efficiency, compensating for the impact of Apple's IDFA restrictions, and driving CPM growth [40][44] - Reels is a significant growth driver for advertising revenue, with plans to launch a standalone app [54] Long-term Outlook - Meta is positioned as a leader in VR/AR and AI glasses, with expectations for substantial market growth as technology advances [5][6] - The potential for Meta AI to generate significant subscription revenue is highlighted, with a focus on its commercialization timeline [6] Earnings Forecast and Valuation - Revenue projections for 2025-2027 are $188.1 billion, $213.6 billion, and $238.5 billion, respectively, with corresponding net profits of $63.7 billion, $69.7 billion, and $77.9 billion [8][10]

Investment Rating - The investment rating for the company is "Buy" [1] Core Insights - The report highlights that AI is empowering the entire advertising business chain, leading to an increase in both volume and pricing of ads, which enhances Meta's revenue potential [4][6][29] - Meta is currently the leader in the global VR/AR device market, with a market share of 79% in Q4 2024, and is positioned well in the emerging AI glasses market [5] - The potential for Meta AI is vast, with projections indicating that subscription revenues could reach hundreds of billions annually in the long term [6] - Reels is experiencing rapid growth, with annual recurring revenue (ARR) surpassing $10 billion in Q2 2023, and Threads is expected to contribute significantly to advertising revenue in the future [7] Summary by Sections 1. Historical Stock Price & Valuation Review - Since its IPO in 2017, Meta's market value has been driven by performance, with a CAGR of 48% in revenue and 84% in GAAP net profit from 2014 to 2017 [16] 2. Business Line Overview - Meta's business is divided into two main lines: Family of Apps (FoA) and Reality Labs (RL), with FoA being the core revenue source, primarily through advertising [32] 3. Short-term Marginal Changes - AI is enhancing advertising efficiency, leading to increased CPM and overall revenue growth for Meta [40][54] - Reels is a significant growth driver for advertising, with plans to launch a standalone app to compete with TikTok [7][54] 4. Long-term Outlook - Meta is positioned as a leader in VR/AR and AI glasses, with expectations for substantial market growth as technology advances [5][6] - The long-term revenue potential from Meta AI is projected to be substantial, with a focus on commercialization strategies [6] 5. Earnings Forecast and Valuation - Revenue projections for 2025-2027 are $188.1 billion, $213.6 billion, and $238.5 billion, respectively, with corresponding net profits of $63.7 billion, $69.7 billion, and $77.9 billion [8][10]