Meta has secured a $27 billion financing partnership with Blue Owl Capital to build its largest data center—the $10 billion Hyperion project in Richland Parish, Reuters writes. Under the agreement, Blue Owl will hold the majority stake while Meta retains about 20% equity. The project will deliver more than 2 gigawatts of computing capacity to power AI systems such as ChatGPT and Google Gemini. Blue Owl invested roughly $7 billion in cash, giving Meta a $3 billion payout. The deal is Meta’s biggest private-c ...

Core Insights - Meta is reorganizing its metaverse unit, shifting key executives to focus on AI and metaverse integration [1][3][9] - The company maintains that the metaverse remains a top priority, with ongoing competition in the space [2][6] - Leadership changes include Gabriel Aul taking over the Metaverse Product Group and Ryan Cairns continuing to lead Horizon OS [4][5] Company Strategy - Meta's metaverse strategy is focused on creating high-quality experiences for both VR and mobile platforms [4][5] - The company aims to leverage its competitive advantage in the metaverse as new competitors emerge [2][6] - The integration of AI capabilities is seen as essential for enhancing user experiences in the metaverse [12][13] Leadership Transition - Vishal Shah is transitioning to a new role as VP of AI Products within Meta Superintelligence Labs, emphasizing the importance of AI in future developments [3][9][12] - The leadership team is confident in their ability to execute the metaverse vision, with a strong focus on product management and cross-company integration [4][11] - New leadership, including Saxs Person for Horizon Experiences, is expected to drive innovation within the metaverse [4][5] Product Development - Meta has made significant advancements in VR hardware and software, positioning itself as a market leader [10] - The company is developing a roadmap for new devices and enhancing its Horizon engine for better performance [10] - AI tools are being integrated to facilitate easier world-building and enhance user engagement in the metaverse [10][12]

Core Insights - Meta Platforms has appointed Vishal Shah to a significant role in artificial intelligence, overseeing product management for AI products [1] Group 1 - The appointment of Vishal Shah is part of Meta's strategy to enhance its capabilities in artificial intelligence [1] - This move indicates Meta's commitment to advancing its AI product offerings [1]

A portion of this post originally appeared in the Business Insider Today newsletter. You can sign up for Business Insider's daily newsletter here. Buckle up: Roughly $15 trillion of market cap is set to report earnings in a span of less than 36 hours. This Wednesday and Thursday are setting up to be an absolute whirlwind, with Alphabet, Meta, Microsoft, Amazon, and Apple all checking in on Wednesday and Thursday. It's not just the size of the companies reporting. They're also in the middle of the on ...

Meta moved its top metaverse executive to oversee AI products following hundreds of job cuts last week, a sign the company is still working to structure its teams as it spends aggressively to compete in the heated artificial intelligence race https://t.co/j7g2YIN6Nf ...

Hey Meta, >> can you describe the person that's sitting in front of me. >> The person is wearing a white sweater and light colored pants. >> Can you describe what hair color and does and what eye color they have.>> The person has blonde hair and their eye color appears to be blue or light colored. >> Meet Cricelle Brown, a native Washingtonian who's fiercely independent. She rides metro, takes the bus, even shops for groceries, all while being declared legally blind at birth.I can see people and objects um ...

Core Insights - The article emphasizes the importance of research in making informed investment decisions, highlighting the dynamic interplay between company operations and market conditions [1]. Group 1 - The author expresses a keen interest in various fields, including markets and investing, indicating a diverse background that may contribute to a well-rounded investment perspective [1]. - The article mentions that the author has no current stock or derivative positions in any companies discussed, suggesting an unbiased viewpoint [2]. - The author has a specific interest in technology stocks, with Meta being noted as a company on the watch list, indicating potential future investment interest [2].

Core Insights - The article emphasizes the importance of research in making informed investment decisions, highlighting the dynamic interplay between company operations and market conditions [1]. Group 1 - The author expresses a keen interest in various fields, including markets and investing, indicating a broad perspective that can enhance investment analysis [1]. - The article mentions that the author has no current stock positions in the companies discussed, which may suggest an unbiased viewpoint [2]. - The author is actively monitoring Meta, indicating it as a potential investment opportunity in the technology sector [2]. Group 2 - The article does not provide specific financial data or performance metrics related to any companies or industries [3]. - There is no discussion of past performance guarantees or investment suitability, reinforcing the focus on research rather than specific investment advice [3].

Core Insights - Meta Platforms is expected to report third-quarter 2025 results on October 29, reflecting benefits from increased advertising revenues, with estimates at $48.5 billion, indicating a year-over-year growth of 21.6% [1][9] - The company has consistently beaten earnings estimates in the past four quarters, with an average surprise of 20.47% [1] Advertising Revenue Growth - Meta's advertising revenues are projected to grow significantly, with the Asia-Pacific region estimated at $9.66 billion (20% growth), Europe at $11.65 billion (24.5% growth), the U.S. and Canada at $21.7 billion (24.8% growth), and the Rest of the World at $6.37 billion (25.1% growth) [6][9] - The global ad spending is anticipated to rise by 7.4% to $1.17 trillion in 2025, with Meta, Alphabet, and Amazon expected to capture about two-thirds of this new spending [3] Competitive Landscape - Meta is positioned as a key player in the digital ad market alongside Alphabet, Amazon, and Snap, with a reported 11% increase in ad impressions year-over-year in Q2 2025 [3] - Competitors like Alphabet and Amazon have also shown strong growth in their advertising revenues, with Alphabet's revenues at $82.54 billion (11.7% growth) and Amazon's at $15.6 billion (23% growth) [4] AI and User Engagement - The company is leveraging AI and machine learning to enhance ad ranking and measurement, which is driving advertisers' return on investment and user engagement across platforms like WhatsApp, Instagram, Facebook, and Threads [5][9] - AI-driven feed recommendations are noted as a significant factor in maintaining user engagement and driving user base growth [5] User Metrics - The consensus estimate for Family Daily Active People (DAP) is expected to reach 3.49 billion for Q3 2025, indicating strong user engagement across Meta's platforms [7]

Social media giant Meta launched on Monday posts that are automatically archived 24 hours after being uploaded, dubbed "ghost posts," on its Threads app, mimicking a popular feature available on its o... ...