Jim Cramer had some frank words for Meta Platforms (NASDAQ:META) CEO Mark Zuckerberg. Cramer said the market was losing confidence in him and the company "lost its way†. However, there are some nuances regarding what Cramer says and believes about the META stock. The company has been doing well financially, but the high spending and opaque AI prospects have made investors uneasy. Many fear that growth will turn anemic if the advertising sector takes a dive, and this will leave Meta Platforms without the f ...

Core Insights - Meta Platforms has shifted its focus from the metaverse to artificial intelligence, indicating a potential reduction in the priority of its Reality Labs division [2] - The company is laying off 10% of employees in its Reality Labs business, which may signal larger reductions in the future [2] - Despite the layoffs, Meta is not abandoning the metaverse but is reallocating funds towards augmented reality glasses [4] Group 1: Financial Performance - The Reality Labs division incurred losses of $19.2 billion in 2025, an 8% increase from the previous year's loss of $17.7 billion [7] - In contrast, the Family of Apps segment generated a profit of $102.5 billion in the past year, highlighting the profitability of Meta's core social media assets [7] Group 2: Strategic Direction - Meta is redirecting investments rather than making significant changes to its metaverse business, suggesting a cautious approach to spending [5] - The company’s ongoing growth in its Family of Apps business compensates for the losses in Reality Labs, indicating a balanced portfolio [6]

I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years.A bit about how I approach research and coverage of a stock:I build ...

The Meta AI logo appears on the screen of a smartphone placed on a surface reflecting an abstract blue illustration. Meta announces on January 23 the temporary suspension of its AI-powered conversational character features (AI characters) for underage users in Creteil, France, on January 26, 2026. (Photo by Samuel Boivin/NurPhoto via Getty Images)NurPhoto via Getty ImagesMeta Platforms, the largest social media company in the world, witnessed its stock being aggressively purchased on substantial volume afte ...

Key Takeaways META jumped 10.4% after delivering better-than-expected Q4 earnings and issuing upbeat sales guidance.META reported EPS of $8.88 and revenues of $59.89B, both beating estimates with solid year-over-year growth. ETFs like IXP offer diversified exposure to META while reducing single-stock and regulatory risks.Shares of Meta Platforms (META) jumped 10.4% at the bourses yesterday, following the company’s better-than-expected fourth-quarter 2025 results. The Facebook-owner also issued better-than-e ...

Wall Street analysts forecast that Snap (SNAP) will report quarterly earnings of $0.15 per share in its upcoming release, pointing to a year-over-year decline of 6.3%. It is anticipated that revenues will amount to $1.7 billion, exhibiting an increase of 9.1% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior to a co ...

Truist analyst Youssef Squali raised the firm’s price target on Meta Platforms (META) to $900 from $875 and keeps a Buy rating on the shares. The firm is citing the company’s stronger Q4 results and impressive Q1 guide reflecting robust ad demand fueled by AI improvements across ad recommendations, monetization and user engagement, the analyst tells investors in a research note. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today’s bes ...

Good morning. During earnings calls this week, the CFOs of big tech companies, Meta and Microsoft, delivered a similar message: the AI race requires unprecedented capital spending, but that spending is disciplined, demand-driven, and ultimately margin-accretive rather than reckless.The companies urged investors to look past headline numbers and focus instead on utilization, long-term economics, and visible revenue traction.Meta: Spending big, signaling profitMeta CFO Susan Li emphasized the trade-off betwee ...

Its planned capital spending of up to $135 billion represents a significant acceleration, but the company's ad business is keeping pace. ...

Core Viewpoint - Meta Platforms is facing a trial initiated by the state of New Mexico, which accuses the company of exposing children and teenagers to sexual exploitation on its platforms and profiting from such activities [1] Group 1 - The lawsuit claims that Meta Platforms has knowingly allowed harmful content to proliferate, thereby endangering minors [1] - The state of New Mexico is seeking accountability for the alleged exploitation and is pushing for changes in how Meta operates its platforms [1] - This legal challenge highlights ongoing concerns regarding the safety of social media platforms for younger users [1]