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Meta's metaverse is going mobile — and leaving VR behind
Business Insider· 2026-02-20 00:07
Meta is dialing back the metaverse to mean something far less futuristic: an app on your phone. The company, which spent billions of dollars to build Horizon Worlds — an immersive, virtual hangout zone on its Quest virtual reality headsets — is "shifting focus" for Horizon Worlds "to be almost exclusively mobile," according to a blog post published on Thursday.Horizon Worlds is part of Meta's Reality Labs division for VR products and smart glasses, a unit that has burned nearly $80 billion since 2020. "Last ...
Most Meta staff to get 5% less in equity rewards as Zuckerberg cuts costs for AI spending, FT reports
Reuters· 2026-02-19 22:53
Core Insights - Meta has reduced its annual distribution of stock options by approximately 5% for most of its staff as CEO Mark Zuckerberg reallocates funds towards artificial intelligence development [1] Company Actions - The decision to cut stock options is part of a broader strategy to invest billions of dollars into building out artificial intelligence capabilities [1]
Meta Faces Margin Pressure as CapEx Surges but Free Cash Flow Holds Up
Investing· 2026-02-19 19:52
Market Analysis by covering: Meta Platforms Inc. Read 's Market Analysis on Investing.com ...
Facebook's Zuckerberg takes stand in historic trial on social media
Youtube· 2026-02-19 17:50
Kurt, There's so many directions we want to go here. I mean, there are some out there who are comparing this to what happened with tobacco company executives on the stand. You know, when when we were kids and the way that that changed that the the public health view of cigarettes and the way that that has looked back on historically, what's at stake here.Yeah. I mean, this is to your point, sort of in the same general vein as those those cigarettes, tobacco industry trials, opioid industry trials like this ...
Meta is shutting down Messenger's standalone website
TechCrunch· 2026-02-19 17:01
Core Viewpoint - Meta is shutting down its standalone Messenger website, redirecting users to Facebook for messaging starting April 2026 [1][2] Group 1: Service Changes - The Messenger website will no longer be available, and users will be redirected to facebook.com/messages for messaging on a computer [1] - Users without a Facebook account can only continue conversations on the Messenger mobile app [1] - Users can restore chat history using a PIN created during backup [1] Group 2: Historical Context - Messenger was launched as "Facebook Chat" in 2008 and became a standalone app in 2011 [4] - In 2014, Facebook removed messaging from its main app to promote Messenger, but began merging Messenger back into the Facebook app in 2023 [4] Group 3: User Reactions - Users have expressed frustration on social media about relying on the Facebook website for Messenger chats, particularly those who have deactivated their Facebook accounts [3] - The decision to shut down various Messenger platforms is seen as a cost-reduction strategy for Meta [3]
英伟达与Meta扩大合作,英特尔股价承压
Jing Ji Guan Cha Wang· 2026-02-19 16:46
经济观察网根据新浪财经报道,2026年2月19日,英伟达宣布与Meta Platforms扩大合作伙伴关系,将在 Meta数据中心部署其基于Arm的Grace中央处理器,这是英伟达首次大规模仅采用其CPU的部署,标志 着英伟达正式进军长期由英特尔和AMD主导的服务器CPU市场。该合作被视为数据中心向Arm架构加 速迁移的迹象,对英特尔的x86架构构成直接竞争压力。英伟达CEO黄仁勋同期预告将在GTC大会发 布"前所未见"的新芯片,进一步加剧了市场对英特尔竞争环境的担忧。 研究公司Radio Free Mobile创始人理查德.温莎在2月19日的报告中分析,英伟达与Meta的合作是"英特尔 杀手",凸显数据中心向Arm迁移的趋势正侵蚀英特尔的市场份额。温莎指出,英特尔数据中心事业部 2025年营收同比下滑9%,主因云巨头转向自研Arm芯片;同时,AMD服务器CPU份额从2016年的0%升 至2025年的27.3%,进一步挤压英特尔传统优势领域。温莎认为,能效优势与Meta高达1350亿美元的年 度支出计划可能推动更多基于Arm的替代方案,对英特尔构成长期挑战。 以上内容基于公开资料整理,不构成投资建议。 受英伟 ...
Zuckerberg grilled in court over social media harms on teens
TechCrunch· 2026-02-19 16:41
Meta CEO Mark Zuckerberg testified in court on Wednesday in a landmark trial aiming to determine if the tech giant’s social media applications are addictive and harmful to teens and kids. The trial, taking place in L.A. Superior Court, already revealed that Meta’s own research indicated that parental supervision couldn’t prevent teens from compulsive use of social media, and teens who faced traumatic life experiences were even more inclined to overuse social media.Lawyers for the plaintiff, a 20-year-old wh ...
Meta: The Market's Surprising Pessimism Offers Us A Solid Buying Opportunity
Seeking Alpha· 2026-02-19 16:30
JR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. My picks have consistently demonstrated market outperformance over time. My approach combines timely and sharp price action analysis with fundamentals as my foun ...
Meta Looks to Take on Apple With First Smartwatch
PYMNTS.com· 2026-02-19 15:42
Core Insights - Meta has revived its smartwatch project, aiming for a release in 2026 with health-tracking features and integrated AI [2][3] - The decision to resume the smartwatch project follows a strategy meeting in 2025 at CEO Mark Zuckerberg's home [3] - Meta is also streamlining its augmented reality (AR) and mixed reality (MR) projects to avoid consumer confusion [7] Smartwatch Development - The smartwatch project was initially shelved in 2022 due to budget cuts in the Reality Labs division [3] - The new smartwatch is expected to include health-tracking capabilities and the company's AI system [2] Augmented and Mixed Reality Projects - Meta is developing several AR and MR glasses, with a new version of the Meta Ray-Ban Display planned for 2026 [7] - The launch of the MR glasses, code-named Phoenix, has been delayed until 2027 [7] - The company is also working on consumer-facing AR glasses, code-named Artemis, expected to be released next year [9] Competitive Landscape - Other tech giants like Apple and Google are also planning new consumer device launches, indicating a competitive market for wearable technology [2][10] - Apple is reportedly accelerating its development of AI-powered wearable devices, including smart glasses and enhanced AirPods [10]
West Virginia says it has sued Apple over iCloud's alleged role in distribution of child sex abuse material
Reuters· 2026-02-19 15:03
 West Virginia sues Apple over iCloud's alleged role in distribution of child sex abuse material | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A truck from the child advocacy organization Heat Initiative calling on Apple to do more to police child sex abuse material on iCloud, is parked outside the Apple store as people line up to... [Purchase Licensing Rights, opens new tab] Read more- Companies- Summary- Apple filed far fewer ...