Meta Platforms Inc
Analysis Terminal
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"Meta Platforms reported Q2 revenue that exceeded expectations, with AI investments contributing to increased engagement despite pressure on profit margins. However, its non-GAAP profit and next quarter's revenue guidance both fell short of analyst estimates. The company is significantly raising its capital expenditure guidance to $130 billion, even as it experienced a notable loss in market capitalization."
Asset Intelligence
Google exec warns AI spending could trigger a painful revenue gap
Google's massive AI spending comes with a new risk investors can't ignore
Dow hits record, Palantir stock jumps 16% on Q2 earnings
Oil prices are also climbing Tuesday after a report of a ship being struck in the Strait of Hormuz
Mark Zuckerberg tells investors why Meta is selling compute and still buying more — as capex guidance rises to $130B
The Meta founder is looking to have his cake and eat it too by acquiring short-term revenue from compute, while playing the long game.
Amazon and Microsoft Gained a Combined $1.04 Trillion in Market Cap in 2 Days, While Apple and Meta Platforms Lost $510 Billion. Meet the Vanguard ETF That's Built for This Exact Market.
With volatility heating up, some investors may prefer the straightforward approach of the Vanguard Mega Cap Growth ETF.
META Q2 Deep Dive: AI Investment Drives Engagement as Margins Face Pressure
Social network operator Meta Platforms (NASDAQ:META) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 28% year on year to $60.8 billion. On the other hand, next quarter’s revenue guidance of $62.5 billion was less impressive, coming in 0.9% below analysts’ estimates. Its non-GAAP profit of $6.18 per share was 16.5% below analysts’ consensus estimates.
Uber’s Robotaxi Ambition to Face Scrutiny as Shares Languish
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Stock Market News for Aug 4, 2026
Wall Street closed sharply higher on Monday to start August trading.
President Trump Buys 2 AI Stocks That Wall Street Says Are Undervalued
President Trump's brokerage accounts have bought substantial shares of Alphabet and Meta Platforms stock this year.
Snap Q2: Good, But Living In Meta's Shadow
Snap Q2 results: 19% revenue growth, better margins, but DAU/SBC risks persist.
Amazon And Microsoft Ace Wall Street’s AI Test — Analyst Warns ‘Mag Seven’ Now Faces A ‘Higher Burden Of Proof’
Amazon posted its biggest rally since 2012 after AWS revenue surged to $42.2 billion, while Microsoft's Copilot adoption doubled to 30 million users.
Snap's $2,195 Glasses Will See 'Mass Market Adoption' By End of Decade, Says CEO Evan Spiegel: 'Designed For a Future in Which AI Does More Work'
Snap Inc. (NYSE:SNAP) said its $2,195 artificial intelligence-powered Spectacles are a long-term investment, with CEO Evan Spiegel acknowledging that mass-market adoption is unlikely before the end of the decade even as the company continues to invest in what it sees as the next computing platform. Mass Market Adoption May Take Years Speaking on the company’s second-quarter earnings call, Spiegel said Snap plans to unveil its augmented reality glasses at its Sept. 16 event before a commercial la
Meta: Our Conviction Has Only Increased
Meta's first-half 2026 revenue hit $117 billion, driven by AI-powered advertising and engagement growth. Read the full analysis for more details.
ASTS Stock Hits Nearly 3-Week High: Meta Exec Teases WhatsApp Over Satellite Ahead Of BlueBird Launch
BlueBird satellites 11-13 are scheduled to launch on Wednesday aboard a Falcon 9.
NYU Professor Says Watch Smaller AI Stocks When The Shakeout Hits
Aswath Damodaran warns smaller AI stocks face a shakeout as Big Tech's cash flow protects Magnificent Seven giants.
METU’s a 2X Wager That Zuckerberg’s Billion-Dollar AI Bet Pays Off
Mark Zuckerberg is pouring over $130 billion into AI infrastructure, and one leveraged ETF bets those dollars will double your returns. But the mechanics behind that promise carry a risk most investors never see coming.
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