Meta: The Agentic Density Arbitrage, The Blackwell Gap, And The Asset Useful Life Paradox

Meta is rated a Strong Buy, with current valuation dislocation driven by accounting noise and misunderstood CapEx cycles.
The Motley Fool

Prediction: This Could Be Meta's Next Big Move (and It May Happen on July 30)

Meta earnings have climbed over time on the company’s social media strengths. This and a focus on artificial intelligence have helped the stock soar in recent quarters. Every Magnificent Seven company ...
Reuters

Meta is earning a fortune on a deluge of fraudulent ads, documents show

Meta internally projected late last year that it would earn about 10% of its overall annual revenue – or $16 billion – from running advertising for scams and banned goods, internal company documents ...
Seeking Alpha

Meta stock rises 10% on blowout revenue gains: Key takeaways

Meta Platforms stock (NASDAQ:META) jumped some 10% just after posting its second-quarter earnings report, where the company blew away expectations on top and bottom lines, and against the backdrop ...
Hosted on MSN

Meta tied to $16B scam ad empire as 10% of revenue faces fraud

Meta's ad machine is under fresh scrutiny after internal projections suggested that a double digit share of its 2024 revenue could be tied to scams and banned products, a slice of business worth tens ...
Forbes

GOOGL Stock vs. META Stock

Alphabet (NASDAQ: GOOGL) and Meta Platforms (NASDAQ: META) saw contrasting stock reactions following their third-quarter earnings reports, despite both being key AI plays. Google stock rose 8% in ...