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]

After delivering a triple play for Q4 2025, Meta Platforms, Inc. ( META ) stock is rising by ~9% to $729 per share in the post-market session. In this report, we break down Meta's latest quarterly results and reassess"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community purs ...

Core Viewpoint - TikTok has agreed to settle a lawsuit regarding social media addiction, which involves a 19-year-old plaintiff who claims that her addiction to social media platforms has led to depression and suicidal thoughts [1][2]. Group 1: Lawsuit Details - The plaintiff, identified as K.G.M., alleges that social media platforms, including TikTok, are responsible for her addiction due to their attention-grabbing designs [1]. - K.G.M. is part of a series of test cases, known as "bellwether" trials, selected from numerous lawsuits that accuse social media platforms of harming youth [2]. - The lawsuit names four defendants: YouTube, Meta, Snap, and TikTok, with Snap having already settled with K.G.M. on January 20 [3]. Group 2: Trial Proceedings - Jury selection for K.G.M.'s trial is set to begin, with Meta CEO Mark Zuckerberg expected to testify [2][3]. - TikTok has not provided additional details regarding the settlement agreement at this time [2].

Market Overview - The S&P 500 is rallying, nearing all-time highs, with a 0.6% increase, while small caps have outperformed, with the Russell 2000 down about 0.4% [1] - Gold prices have risen above $5,000 an ounce, increasing by about 0.9%, as investors seek refuge in hard assets amid geopolitical uncertainties [1] - The U.S. dollar has decreased by more than 1.5% recently, marking its worst three-day loss since mid-April, as speculation grows for a weaker dollar [1] Earnings Season Insights - This week is significant for earnings, with major companies like Microsoft, Tesla, and Apple reporting, which could impact market narratives [1][2] - The tech sector is expected to have the most significant impacts, with companies like Apple and Microsoft not reaching record highs since late 2022 [1][2] - Concerns are raised about capital expenditures, particularly following Intel's recent earnings report, which highlighted spending worries [1][2] Company-Specific Developments - Cisco has been upgraded by Evercore ISI, citing high single-digit sales growth potential and a refreshed product cycle, which could lead to sustained revenue growth [4] - NVIDIA is investing an additional $2 billion in CoreWeave to enhance AI computing capacity, raising concerns about vendor financing dynamics [4][5] - USA Rare Earth has secured a $1.6 billion investment from the government to boost domestic production of rare earth elements, with expectations for commercial scale by 2030 [6][7] Currency and Economic Policy - The recent coordinated intervention by the U.S. and Japan to support the Japanese yen has been noted as a significant market event, with implications for U.S. dollar policy [5] - Analysts suggest that a weaker dollar could benefit U.S. equity markets, although there are concerns about potential risks if equities decline [6]

Core Points - Singapore has mandated TikTok and Meta to restrict access to the accounts of an Australian individual linked to the radicalization of two Singaporean citizens [1] Group 1 - The Singaporean authorities are taking action against social media platforms to prevent the spread of radical content [1] - The decision reflects the government's commitment to countering extremism and protecting national security [1] - This move may set a precedent for how social media companies handle accounts that are deemed harmful or radicalizing [1]