Morning Brief: Market Sunrise anchor Ramzan Karmali breaks down the latest international market news for August 13, 2025.Meta shares hit an all-time high on Tuesday, pushing the company closer to a $2 trillion market cap. Ramzan breaks down what is pushing the stock up, including strong growth, new AI targeting tools, and the new Threads platform. The US government budget deficit hit $291 billion in July, despite record inflows from tariffs. Federal spending keeps outpacing the revenues collected by the gov ...

Threads now has more than 400 million monthly active users | TechCrunch https://t.co/KjBmh88Zjz ...

Core Insights - Reddit has reported its most profitable quarter with significant revenue growth and user engagement [2][3] - The company is focusing on international expansion and leveraging AI to enhance its platform [8][9] Financial Performance - Reddit's revenue for the second quarter reached $500 million, representing a 78% increase year-over-year, marking the fastest quarterly growth since 2022 [2] - Daily active users increased by 21% to 110 million, with a profit of $89 million and earnings per share of $0.48, compared to a loss of $10 million and a loss per share of $0.06 in the same quarter of the previous year [3] Future Guidance - For Q3, Reddit projects revenue between $535 million and $545 million, indicating a 55% year-over-year growth [5] - The company is targeting international markets, with international revenue increasing by 71% to $91 million in the second quarter [8] Strategic Initiatives - Reddit is implementing machine translation to expand its presence in Asia, Europe, and Latin America, aiming to support around two dozen languages [8] - The introduction of the Reddit Answers tool, an AI-driven search engine, has seen user growth from 1 million in Q1 to 6 million in Q2, enhancing the platform's relevance [9] Investment Considerations - Despite strong performance, Reddit's stock is considered expensive compared to competitors like Meta and Snap, with a 260% increase in the last year [10] - While Reddit is viewed as a solid investment, it is suggested that potential investors wait for a more favorable buying opportunity [11]

Microsoft continues to lead big tech in dividend payouts, but Meta Platforms has quietly launched a promising dividend with significant room to grow.Microsoft (MSFT -0.97%) has long been a go‑to for income among tech stocks, while Meta Platforms (META -1.35%) only began paying dividends last year. But Microsoft's long and impressive dividend track record doesn't automatically make it the better dividend stock when comparing the two.On the surface, software giant Microsoft's dividend yield of about 0.6% comf ...

Key Takeaways META shares are benefiting from strong earnings and revenue growth, and positive outlook.New AI-powered ad tools lifted conversions and engagement across Instagram and Facebook.META expects Q3 revenues of $47.5B-$50.5B, aided by strong platform user growth.Meta Platforms (META) shares have climbed 7.2% in the past month. Since the second-quarter 2025 results, reported on July 30, META shares have surged 11%, reflecting strong revenues and earnings growth as well as positive guidance. Meta Plat ...

These companies have the hot Q2 earnings results that could give their share prices momentum over the second half of this year.Artificial intelligence (AI) continues to drive technology stocks higher, a trend that hasn't let up much since early 2023.But this is not a case of hype with little substance; the top AI stocks are walking the walk, putting up impressive business results that show that the AI boom is not just real, but it's still going strong.These Fool.com contributors remain fascinated with Meta ...

前言 前几天Meta公布了最新季度财报，直接点燃市场情绪！业绩和指引双双超预期，盘后股价一度大涨超10%，连带纳指期货也被带飞1%+。 我们用自家AI研究助理第一时间做了深度梳理，下面是最值得关注的核心信息，带你10分钟读懂Meta这一季的真正看点。 本期重点总结 业绩和指引超预期 第二季度营收475.2亿美元，高于分析师预期的448.3亿美元，同比增长22%； 第二季度每股收益为7.14美元，高于分析师预期的5.89美元，同比增长38%； Meta预计第三季度营收区间为475亿美元至505亿美元，高于分析师预估的462亿美元，同比增长17%-24%； 预计2025年全年支出将在660亿美元至720亿美元之间（此前指引为640-720亿） 电话会主要内容 关于AI对效率的提升 人工智能为我们的广告系统带来了更高的效率和收益。本季度，我们将新的人工智能广告推荐模型扩展到新的应用，并通过使用更多信号和更长的上下文 来提高其性能。它推动了Instagram上的广告转化率约增加5%，Facebook上的广告转化率增加3%。我们还看到人工智能在广告创意方面取得了良好进展， 我们的广告收入中有相当一部分来自使用我们生成式 ...

Group 1: Company Performance - Meta Platforms reported Q2 2025 total revenue of $47.52 billion, a year-on-year increase of 21.6%, exceeding the guidance midpoint of $44 billion and Bloomberg consensus of $44.8 billion[6] - Family of Apps revenue reached $47.15 billion, with advertising revenue at $46.56 billion, up 21.5% year-on-year[6] - GAAP net profit was $18.34 billion, a 36.2% increase, surpassing the consensus estimate of $15.2 billion[6] Group 2: Advertising Business Growth - Advertising impressions grew by 11% year-on-year, rebounding from 5% in the previous quarter[7] - The average revenue per thousand impressions (CPM) increased by 9% year-on-year, slowing from 11% in the previous quarter[7] - AI-driven advertising systems contributed to a 5% increase in Facebook user engagement and a 6% increase for Instagram[7] Group 3: Future Projections and Valuation - The target price for Meta Platforms is set at $880, representing a 26.58% upside from the current price of $695.21[12] - The company is expected to achieve a compound annual growth rate (CAGR) of 16.7% over the next three years[8] - The estimated earnings per share (EPS) for 2025 is projected at $28.00, an 11% increase from the previous estimate[2] Group 4: Risks - Potential risks include macroeconomic downturns, slower-than-expected AI development, underperformance in VR business, and regulatory risks related to user data[9]

Investment Rating - The report maintains a "Buy" rating for the company [6][5] Core Insights - The company reported a 22% year-over-year revenue growth in Q2, reaching $47.5 billion, exceeding consensus expectations by 6% [1] - Net profit increased by 36% year-over-year to $18.3 billion, surpassing expectations by 20% [1] - Advertising revenue grew by 21% to $46.6 billion, with significant acceleration in international growth [1] - The company is increasing its investment in AI, which is expected to enhance advertising efficiency and drive revenue growth [1][2] Financial Performance - Q2 revenue of $47.5 billion, up 22% year-over-year, and net profit of $18.3 billion, up 36% year-over-year [1] - Q3 revenue guidance is set between $47.5 billion and $50.5 billion, above the consensus estimate of $46.3 billion [1] - The company raised its 2025 capital expenditure guidance from $64-72 billion to $66-72 billion [1] Advertising and AI Developments - The company is accelerating the commercialization of advertising on WhatsApp and has launched Business AI for automated customer interactions [2] - AI technologies are being continuously optimized to improve advertising ROI, with Instagram and Facebook ad conversion rates increasing by approximately 5% and 3% respectively [3][13] - New AI tools have been introduced to enhance ad creation and targeting, including embedded AI advertising agents and automated content generation [15][16] Future Projections - Revenue forecasts for 2025-2027 have been raised by 5.5%, 7.4%, and 7.8% respectively, with expected revenues of $196.7 billion, $226.1 billion, and $255.3 billion [5] - Net profit forecasts for the same period have been adjusted to $73.4 billion, $75.9 billion, and $86.2 billion, reflecting increased revenue growth expectations [5] Valuation - The target price for the company has been raised to $871, corresponding to a 30.4x PE ratio for 2025, compared to the previous target of $633 [5][6] - The valuation has shifted from a slight discount to a 2% premium, driven by stronger-than-expected growth in the advertising business [5]

Core Insights - Meta's significant investments in artificial intelligence (AI) are yielding positive results, as evidenced by a substantial increase in stock price following a strong quarterly earnings report [3][10] Financial Performance - For the second quarter, Meta reported earnings of $18.34 billion, or $7.14 per share, marking a 36% increase from $13.47 billion, or $5.16 per share, in the same period last year [6] - Revenue rose 22% to $47.52 billion from $39.07 billion, surpassing analysts' expectations of $44.81 billion [6] - Daily active users across Meta's platforms reached 3.48 billion, reflecting a 6% year-over-year growth [6] AI Investments and Strategy - Meta is heavily investing in AI development, with expectations of increased costs, forecasting expenses to rise to between $114 billion and $118 billion by 2025, a 20% to 24% increase year-over-year [7] - CEO Mark Zuckerberg expressed a vision for "personal superintelligence," aiming to empower individuals rather than centralizing control over AI [9] - Recent investments include $14.3 billion in AI company Scale and securing a 20-year nuclear power deal to support AI and computing demands [9] User Growth and Market Position - Meta's workforce grew to 75,945 employees, a 7% increase from the previous year [10] - Following the earnings report, Meta's shares surged by 11.8%, reaching $777.08 in after-hours trading, positioning the stock for a potential record high [10]