Core Insights - Meta Platforms is positioned as a leading AI stock for 2026, driven by significant advancements in its advertising business and productivity enhancements through AI technologies [1] Group 1: Advertising Business Transformation - Meta's ad revenue increased by 24% year over year in Q4, reaching $58.1 billion, with AI playing a crucial role in enhancing revenue and profits [2] - The company revamped its ad ranking model and doubled GPU usage for AI training, resulting in a 3.5% rise in ad clicks on Facebook and over 1% increase in ad conversions on Instagram [3] Group 2: Productivity Improvements - The implementation of agentic coding has led to a 30% increase in output per engineer since early 2025, with power users experiencing an 80% year-over-year productivity boost [4] - CFO Susan Li indicated that growth is expected to accelerate in the latter half of 2026 [5] Group 3: Product Innovations - Sales of Meta's AI-powered smart glasses tripled in 2025, with CEO Mark Zuckerberg comparing their potential impact to that of smartphones [5][6] - Meta is committed to developing personal superintelligence, which is anticipated to significantly enhance user experience by understanding individual preferences and relationships [7] Group 4: AI Infrastructure Development - Meta established a new division, Meta Compute, aimed at creating custom silicon and energy sources for AI, which is expected to reduce reliance on third-party chips and lower energy costs [8][9] - The Andromeda ad retrieval engine is now compatible with various GPUs, including Nvidia and AMD, enhancing operational flexibility [9] Group 5: Business-to-Business Revenue Growth - Agentic AI is also contributing to B2B revenue, with Meta's business AIs on WhatsApp facilitating over 1 million weekly conversations between customers and businesses in Mexico and the Philippines [10][11] - Plans are in place to expand the availability of these AI agents to more markets in 2026 [11] Group 6: Reality Labs Financial Outlook - Reality Labs reported a $6 billion loss in Q3, which impacted overall profits, but losses are expected to stabilize in 2026, with a focus on AI glasses and wearables [12][13]

Core Insights - Apple's revenue growth is accelerating, while Meta's outlook is strong but impacted by rising costs [1][2] Group 1: Apple - Apple reported a 16% revenue growth in its fiscal first quarter, a significant increase from 8% in the previous quarter [7] - The growth was driven by the successful iPhone 17 family, which contributed to a 23% year-over-year growth in the iPhone segment [7] - In Greater China, Apple's revenue rose 38% year over year, indicating strong demand in this key market [8] - For fiscal Q2, Apple expects revenue growth of 13% to 16% year over year, despite anticipated supply constraints for iPhones [9] - The services segment grew by 14% in fiscal Q1, with a gross profit margin significantly higher than that of the products segment, suggesting a potential shift in revenue reliance [10] Group 2: Meta - Meta reported fourth-quarter revenue of $59.9 billion, a 24% increase year over year, although this was a deceleration from 26% growth in Q3 [4] - The company's earnings per share of $8.88 exceeded analysts' expectations but only reflected an 11% year-over-year increase, while costs surged by 40% [6] - Meta's first-quarter revenue guidance suggests a midpoint of $55 billion, indicating a 30% year-over-year growth, but this includes a 4% foreign exchange tailwind [5] - Management anticipates that the full-year fiscal 2026 revenue growth rate will be below Q1 levels, indicating potential challenges ahead [5] Group 3: Investment Comparison - At current valuations, Apple is considered a better investment due to faster earnings per share growth and a more durable business model [11] - Apple's price-to-earnings ratio is 33, slightly higher than Meta's 30, but the valuation gap is justified by Apple's stronger business fundamentals [12] - While Meta is viewed as an attractive stock, Apple is deemed the superior buy at this time [13]

在东南亚数字经济浪潮中，马来西亚正以独特的文化基因、政策红利与消费潜力，成为TikTok公会突围的"黄金战场"。截至 2026年1月，这个拥有3300万人口、互联网渗透率达89%的市场，日均使用TikTok时长超85分钟，电商直播观看转化率稳居东 南亚前三。随着RCEP协议深化、本地物流基建升级，以及TikTok Shop在马来西亚市场份额突破35%，一场万亿级蓝海市场的 争夺战已进入关键窗口期。 一、窗口期：政策红利与市场空白双重驱动 1. 政策红利释放期 马来西亚作为RCEP核心成员国，为TikTok公会构建了低成本运营的黄金通道： 2. 市场空白红利期 税收优惠：90%以上商品实现零关税，中国卖家出口成本降低15%-20%。某3C配件品牌通过公会运营，年节省关税超200 万林吉特。 数字自由贸易区：吉隆坡数字枢纽提供仓储、物流、支付一站式服务，企业入驻成本较传统模式下降30%。公会利用本 地仓配网络，将配送时效从7天压缩至3天。 官方扶持计划：TikTok Shop推出的"飞轮计划"为新商家提供90天免佣金、免邮权益、任务体系商品券三重福利。某中国 母婴品牌通过该计划首月GMV突破50万林吉特，ROI达 ...

追踪新商业、好公司，提供一手情报与领先认知。 作者：MD 出品：明亮公司 1月26日，腾讯集团内部员工大会上，马化腾在讲话中关于"元宝派"的细节进一步"出圈"——此前， 腾讯元宝 宣布，春节期间 将派送10亿元现金红包，并低调启动了AI社交功能"元宝派"的内测。 据多家媒体公开信息，马化腾表示，元宝希望把节省下来的营销费用，转成给用户分享的红包，也希 望能够重演2015年时微信红包在春节爆发的情景，"让用户重温过去抢红包的快乐"。"元宝派"的灵 感来自于腾讯会议的群聊， 在已有的AI助手中+群来探索新的社交玩法，这也是基于腾讯特点的新 尝试。 以下文章来源于明亮公司 ，作者主编24小时在线 明亮公司 . 目前，元宝派入口仍在元宝APP中。元宝派形态像"微信群"，但目前人数上限为100人，目前申请"创 建元宝派"功能仍处在内测阶段。 而加入元宝派需要"派号"，派号和腾讯会议的会议号均为9位数 字。 在元宝派的"群"中，内嵌了腾讯会议和元宝AI，可通过"@元宝"方式调用，元宝派也支持共享屏 幕、上传文件和图片等功能。 「明亮公司」认为，作为腾讯围绕AI+社交的新尝试，元宝派未来可能进一步提升元宝APP的活跃 度。 ...

Core Insights - The market reacted positively to Meta Platforms' quarterly results, while Microsoft and Tesla's December-quarter numbers disappointed investors [1] Group 1: Company Performance - Microsoft reported a +28.1% earnings growth and +16.7% revenue growth, exceeding estimates, but faced concerns over Azure's +38% revenue growth and underwhelming guidance [2][3] - Meta's Q4 earnings and revenues increased by +9.3% and +23.8%, respectively, but highlighted margin pressures; however, its effective use of AI in advertising improved click rates by +3.5% and conversion rates by +1% [4] - Meta plans to increase its capital expenditure to $135 billion for the year, up from $72 billion in 2025 and $39 billion in 2024, citing capacity constraints as a reason for the increase [5] Group 2: Market Trends - The Mag 7 group, which includes major tech companies, is projected to see Q4 earnings up +21.9% year-over-year with +18.1% higher revenues, although individual contributions vary significantly [7] - As of now, 167 S&P 500 members have reported Q4 results, showing a +13.1% increase in earnings year-over-year on +7.6% higher revenues, with 77.8% beating EPS estimates [9][19] - The Mag 7 group is expected to account for 25.2% of all S&P 500 earnings in 2025, up from 23.2% in 2024 and 18.3% in 2023, indicating a strengthening earnings outlook [14]

Pinterest, Inc. ( PINS ) is still being compared to social media platforms like Meta ( META ) and Reddit ( RDDT ), but that view breaks down once you look at how theAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relation ...

Pinterest, Inc. ( PINS ) is still being compared to social media platforms like Meta ( META ) and Reddit ( RDDT ), but that view breaks down once you look at how theAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relation ...

It was a crowded week on Wall Street, with a Federal Reserve meeting and a slate of major tech earnings. But the moment that ultimately mattered most came Friday morning, when President Donald Trump nominated Kevin Warsh as the next Chair of the Federal Reserve.Warsh is set to replace Jerome Powell when Powell's term expires in May. A former Federal Reserve governor from 2006 to 2011, Warsh was one of the youngest policymakers in modern Fed history, joining the Board at just 35.Warsh is also well known as a ...

Too often, in the current investing environment, investors are making a fundamental category error in evaluating the current market leaders, the so-called “Magnificent 7.” The structure of the error goes something like this. Investors look at Mag 7 companies andI've been in the investing world for over 10 years at this point. My interests in writing on Seeking Alpha center around both the larger purview of macroeconomic themes, as well as around microeconomic issues regarding specific companies. In that way ...

Financial giants have made a conspicuous bullish move on Snap. Our analysis of options history for Snap (NYSE:SNAP) revealed 18 unusual trades.Delving into the details, we found 55% of traders were bullish, while 38% showed bearish tendencies. Out of all the trades we spotted, 2 were puts, with a value of $111,219, and 16 were calls, valued at $630,354.Predicted Price RangeAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $ ...