Meta Platforms(META)
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Jim Cramer Says “I Think Meta Has a Terrific Quarter”
Yahoo Finance· 2025-10-28 16:02
Group 1 - Meta Platforms, Inc. (NASDAQ:META) is recognized as a stock of interest, particularly noted in a discussion about portfolio diversification alongside other companies like Microsoft, Walmart, Valero, and AbbVie [1] - The company develops products that facilitate connection and communication through various platforms, including social media, messaging apps, and virtual, augmented, and mixed reality devices [2] - There is a belief that while META has investment potential, certain AI stocks may offer greater upside potential and lower downside risk, indicating a competitive landscape in the tech sector [3]
Big Tech has to 'walk the line' with AI spending this earnings season
Yahoo Finance· 2025-10-28 15:19
Tech giants are expected to have continued ramping up their AI investments in the most recent quarter — and investors will be closely watching the results this week. Alphabet (GOOG, GOOGL), Meta (META), and Microsoft (MSFT) are scheduled to report quarterly earnings after the bell Wednesday, while Amazon (AMZN) will release its results Thursday after market close. Enthusiasm over artificial intelligence has powered the stock market to new records this year. At the same time, some strategists have express ...
Microsoft's $135B stake in OpenAI, why Microsoft and Google are well-positioned for earnings
Youtube· 2025-10-28 15:11
Market Overview - The US stock rally continues as investors await earnings reports from major tech companies, which will provide insights into the artificial intelligence sector [1] - The Federal Reserve's FOMC meeting is underway, with a rate decision expected soon, and attention on Chair Powell's comments regarding future monetary policy [2][3] Corporate Job Cuts - Amazon plans to cut approximately 14,000 jobs across various departments, including logistics and cloud computing, as part of a strategy to become a leaner organization [2][7] - Reports suggest that Amazon's layoffs could eventually affect up to 30,000 jobs, with CEO Andy Jassy indicating a workforce reduction due to increased AI utilization [3][6] - UPS also announced plans to reduce its workforce by about 34,000 positions, citing a significant strategic shift aimed at delivering long-term shareholder value [11][12] Earnings Reports - PayPal raised its full-year earnings guidance and announced a partnership with OpenAI to integrate its digital wallet into ChatGPT, contributing to a 9% increase in its shares [4][16][18] - United Health exceeded third-quarter earnings expectations and raised its outlook for the year, indicating a recovery in its business [4][37] - Skyworks is acquiring Corvo in a $22 billion deal to create a major supplier of radio frequency chips, aiming to capitalize on recovering smartphone demand [38] AI Developments - OpenAI has completed its recapitalization, with Microsoft acquiring a 27% stake in the nonprofit entity valued at approximately $135 billion, and a commitment to purchase $250 billion worth of Azure services [31][33][34] - The partnership between PayPal and OpenAI is part of a broader trend of companies integrating AI into their business models, with Adobe also announcing new AI capabilities [17][18] Market Sentiment - The top 10 stocks in the S&P 500 are showing dominance reminiscent of the dot-com era, raising concerns about market concentration and potential pullbacks [41][22] - Analysts are observing signs of fatigue in tech stocks, with expectations for a possible short-term pullback as earnings reports approach [20][21]
Assessing Meta Platforms's Performance Against Competitors In Interactive Media & Services Industry - Meta Platforms (NASDAQ:META)
Benzinga· 2025-10-28 15:00
In the ever-changing and fiercely competitive business landscape, conducting thorough company analysis is crucial for investors and industry experts. In this article, we will undertake a comprehensive industry comparison, evaluating Meta Platforms (NASDAQ:META) and its primary competitors in the Interactive Media & Services industry. By closely examining key financial metrics, market position, and growth prospects, our aim is to provide valuable insights for investors and shed light on company's performance ...
Monness Maintains Buy Rating on Meta Platforms (META) Stock
Yahoo Finance· 2025-10-28 14:46
Meta Platforms, Inc. (NASDAQ:META) is one of the Most Promising AI Stocks to Buy Right Now. On October 22, Brian White, an analyst from Monness, maintained a “Buy” rating on the company’s stock, and the associated price target was same at $860.00. The analyst’s rating is backed by a combination of factors demonstrating Meta Platforms, Inc. (NASDAQ:META)’s robust growth potential and strategic positioning. Meta Platforms, Inc. (NASDAQ:META) continues to aggressively expand its AI initiatives, which can open ...
鼎锋优配股票杠杆交易“一金落,万股升”,黄金大跌,美股创新高
Sou Hu Cai Jing· 2025-10-28 14:22
Market Performance - US stock markets reached historical highs, with the Nasdaq and S&P 500 indices both rising over 1% [1] - Major tech stocks, including Tesla, Google, and Nvidia, saw significant gains, with Tesla increasing by over 4% [1] - Chinese concept stocks also experienced a majority increase, particularly in the new energy sector, with Daqo New Energy rising over 14% [1][3] Sector Analysis - The US solar and new energy indices rose by 8.46% and 8.22%, respectively, indicating strong performance in the renewable energy sector [2] - The autonomous driving and new energy vehicle indices also showed positive growth, with increases of 3.33% and 3.12% [2] Commodity Market - Gold prices fell below the $4000 mark, with the latest spot price reported at $3986.28 per ounce, reflecting a decline of over 2% [5] - The Philadelphia Gold and Silver Index dropped nearly 4%, with several mining stocks declining over 5% [5] Market Sentiment - Analysts noted a decrease in safe-haven demand for gold, as investors shifted towards equities and high-yield assets [8] - There is a prevailing expectation that the Federal Reserve will lower interest rates by 25 basis points, which is seen as a factor contributing to the strength of the stock market [8]
Meta's earnings are on deck. These are the four biggest numbers to watch.
MarketWatch· 2025-10-28 14:12
When Meta reports earnings on Wednesday, investors should focus on its capital-spending forecast, ad revenue, engagement trends and holiday-quarter expectations. ...
Jim Cramer offers his take on the earnings week action ahead
CNBC Television· 2025-10-28 13:46
When you have stocks with market capitalizations that are larger than some count's GDPs, you can't ignore them. You have to handicap them. They're behemoths that deserve in-depth consideration before the report.If only to keep them on your radar screen. So, on a very good day where the Dow gained 337 points, S&P jumped 1.23%, NASDAQ pulled at 1.86%. Let's talk about the potential impact of the upcoming quarters from Alphabet, Microsoft, Meta Wednesday, Amazon, Apple Thursday, multi-trillion dollars, all uh ...
Jim Cramer offers his take on the earnings week action ahead





Youtube· 2025-10-28 13:46
Group 1 - The article emphasizes the importance of large-cap stocks, particularly those with market capitalizations exceeding some countries' GDPs, indicating they require thorough analysis and consideration [1] - Major tech companies such as Alphabet, Microsoft, Meta, Amazon, Apple, Tesla, and Nvidia collectively account for nearly 35% of the S&P 500, highlighting their significant influence on the market [2] - The article describes these companies as exceptional, suggesting that each one is worthy of investment consideration due to their unique market positions and product offerings, akin to a legendary sports team [3]
I want to hear Meta's Zuckerberg talk about competitive advantage, says Jim Cramer
Youtube· 2025-10-28 13:46
Hey I'm Cramer. Welcome to Mad Money. Welcome to Cramer.My friends I'm trying to make you a little bit of money. My job is to entertain but to educate do some teaching here. So call me one 873 CNBC or tweet me JimCramer.When you have stocks with market capitalizations that are larger than some countries GDP you can't ignore them. You have to handicap them. They're behemoths that deserve in-depth consideration before they report if only to keep them on your radar screen.So on a very good day where the Dow ga ...