Meta Platforms news
The latest Meta Platforms news, : Meta reports negative free cash flow, citing AI funding needs.
52 stories mentioning Meta Platforms since 10 September 2026, newest first, each with its sources and discussion. Follow to see new ones on your front page.
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Meta reports negative free cash flow, citing AI funding needs
Wall Street experienced volatility last week as investors grew concerned about the financing required for the artificial intelligence infrastructure boom. Meta Platforms reported negative free cash flow for the first…
1 sourceCNBC Technology -
AI stocks tumble worldwide as oil prices surge to $113.17 per barrel
AI‑focused equities led a sharp market pullback on Thursday, dragging the S&P 500 down 1.2% to 7,663.43 and the Nasdaq composite down 2.6% to 26,008.86, while the Dow Jones added 11 points to 52,867.98. Nvidia fell…
1 sourceThe Guardian AI -
GE Vernova falls 11% as Meta's AI spending outlook raises financing concerns
GE Vernova (NYSE:GEV) shares dropped 11% to $826.01 after Meta Platforms (NASDAQ:META) announced a larger AI spending outlook, prompting worries about how the expanded investment will be financed. Meta beat revenue…
1 sourcefinance.yahoo.com -
Meta raises 2026 AI spending floor to $135B and plans nonvoting Class C shares
Meta Platforms on October 21 raised the lower end of its 2026 capital expenditure forecast by $5 billion to a range of $135 billion to $145 billion, citing AI infrastructure and development of its Muse consumer AI…
20 sourcesseekingalpha.comCNBC Technologyfinancialpost.comaol.com +13 more -
Meta reports third-quarter 2026 revenue of $64.6 billion, up 26% year-over-year
Meta earnings put Big Tech’s AI spending bet under the microscope Meta's Q3 2026 earnings test Big Tech's AI bet, with capex projected at $41 billion to $42 billion and a potential $10 billion legal charge. Meta…
13 sourcesfinance.yahoo.comstocktwits.comfool.combloomberg.com +6 more -
Alphabet loses $860B in value as AI spending outpaces Apple
Alphabet has lost approximately $860 billion in market value since its peak, a sum nearly equal to Walmart's entire valuation of $937.1 billion. In contrast, Apple remains near all-time highs, valued at $4.95 trillion,…
1 source247wallst.com -
Morgan Stanley raises Amazon price target to $350 on AI cloud outlook
Morgan Stanley analysts have raised their price target for Amazon to $350 from $335, adding the stock to their top picks list. This move comes after Amazon shares dropped more than 7% from their August record high of…
1 sourceCNBC Technology -
Meta appoints Dina Powell McCormick as president and vice chairman of external affairs
Meta Platforms announced on January 12, 2026 that Dina Powell McCormick will serve as President and Vice Chairman of external affairs, reporting directly to CEO Mark Zuckerberg. The role is described as guiding Meta’s…
1 sourcecryptobriefing.com -
Analysts say investors rotating to cash‑rich mag 7, pressuring neocloud stocks
Roundhill Investments' chief investment strategist Drew Pettit and JonesTrading's chief market strategist Mike O’Rourke said investors are shifting toward cash‑rich Magnificent Seven (MAG 7) technology giants and away…
1 sourcestocktwits.com -
Motley Fool scores Meta ahead of Alphabet on AGI readiness
Motley Fool’s AIball scoring system compares Alphabet and Meta Platforms on how well each is positioned for the rise of artificial general intelligence (AGI). The analysis notes that Meta’s ad revenue is largely…
1 sourcefool.com -
Jim Cramer says investors should wait before buying AI data center stocks
Jim Cramer warned on Monday that the recent bounce in AI‑related equities may be premature. The Nasdaq Composite rose about 1.1% and the S&P 500 gained nearly 0.5%, while the Dow traded flat after a sharp Friday…
3 sourcesCNBC Technology247wallst.comsemafor.com -
Nvidia CEO Jensen Huang says frontier labs account for 25% to 33% of chip demand amid AI revenue debates
Nvidia CEO Jensen Huang stated that frontier AI labs like OpenAI and Anthropic represent only 25% to 33% of Nvidia's chip demand, with the rest split between general computing and emerging AI companies. He made these…
6 sourcescryptobriefing.comfool.com247wallst.comfinance.yahoo.com -
Meta to report Q3 earnings amid AI spending scrutiny
Meta Platforms is scheduled to report its third-quarter earnings on October 21 after the market close, with investors focused on whether its AI spending can be justified by future revenue growth. The company expects…
5 sourcesinvezz.comblockonomi.comfinance.yahoo.com -
Meta Platforms expected to report third-quarter revenue of $63.31 billion to $63.9 billion with EPS between $5.60 and $6.76
Meta Platforms is set to report its third-quarter earnings after the market close on Wednesday, with analysts projecting revenue growth of approximately 24% to 25% year-over-year. The consensus revenue estimate ranges…
4 sourcesstocktwits.comfinance.yahoo.cominvestopedia.com -
Bank of America predicts Meta’s Q3 AI-driven ad revenue to exceed $63.8B
Bank of America forecasts Meta’s third-quarter revenue will hit $63.8 billion, surpassing the $63.3 billion consensus estimate, driven by AI’s role in boosting advertising. The bank expects earnings per share of $3.79,…
1 sourcefinance.yahoo.com -
Jabil AI revenue may reach $22.1 billion in fiscal 2027
Jabil, a contract electronics manufacturer, reported strong financial results for fiscal 2026, which ended on August 31. The company generated $36 billion in revenue, a 21% increase from the previous year. Non-GAAP…
1 sourcefinance.yahoo.com -
CNBC Investing Club highlights AI, cybersecurity and retail winners and losers over past five weeks
The Nasdaq rose 2.3% over the period, while the Dow fell nearly 1%. Cybersecurity stocks like CrowdStrike surged 19.4% as concerns about AI risks spiked demand for network protection. Anthropic’s CEO, Dario Amodei,…
1 sourceCNBC Technology -
Fed report finds AI reduces hiring in 42% of districts
The Federal Reserve’s October 2026 Beige Book reveals AI is already altering employment patterns in the US. In five of its 12 districts—covering roughly 42% of the country—businesses report using AI-driven productivity…
1 source247wallst.com -
Proof introduces x401 protocol to verify AI agent transactions
Proof, a Boston-based identity verification company, has launched x401, a protocol built on HTTP’s 401 error code to verify AI agents’ identities and transaction approvals. The move aims to address concerns from…
1 source247wallst.com -
Wall Street splits on Meta’s AI costs and revenue potential
Meta’s stock received mixed analyst reactions after its AI push. Goldman Sachs lowered its price target to $762 from $860, citing higher expected 2027 operating expenses as the company invests in AI products like the…
4 sourcesinvestors.com247wallst.comfinance.yahoo.com -
AMD and Microsoft stock splits irrelevant to AI valuation, analysis says
An analysis argues that the lack of recent stock splits at AMD and Microsoft is irrelevant to their investment value, noting that both companies have delivered significant returns over the past decade without splitting…
1 source247wallst.com -
AI investors watch Applied Digital earnings, Microsoft event, SF Tech Week
After Micron's strong earnings last week highlighted continued AI-driven semiconductor demand, investors are turning to Applied Digital's fiscal Q1 2027 results on Wednesday. Analysts expect the AI data center…
1 sourcefinance.yahoo.com -
Alphabet’s AI revenue grows via cloud and ads, raising capex concerns
Alphabet’s AI monetization strategy combines direct sales through Google Cloud and indirect gains from AI-driven ad revenue. In Q2 2026, Google Cloud revenue hit $24.77B, up 82%, while Search and other ad revenue…
3 sources247wallst.com -
Meta launches Muse agent; Microsoft adds Autopilot to Copilot
Meta Platforms introduced Muse, a personal AI agent that can book travel, send email and shop for users, on Sept. 8. Within ten days it hit No. 1 on Apple’s U.S. App Store and, according to Sensor Tower, surpassed 3.4…
1 sourcefinance.yahoo.com -
Nvidia authorizes $150B buyback increase, total $235B through fiscal 2028
Nvidia's board authorized a $150 billion increase to its share repurchase program on September 28, bringing total buyback authorization to $235 billion through fiscal 2028. The company also pushed back against investor…
13 sourcesCNBC Technologyfinance.yahoo.comcoincentral.comfool.com +3 more -
Bain report says AI needs $6T annual revenue to fund data centre boom by 2031
The consultancy projects $4.2 trillion of that will come from new product development, including innovations in search, advertising, autonomy, and physical AI. Enterprise productivity is expected to contribute $1…
1 source HN 82thenationalnews.com -
Meta launches Muse for Small Business to automate tasks for entrepreneurs
Meta Platforms launched Muse for Small Business on Tuesday, a version of its AI agent designed to help entrepreneurs automate tasks like customer communication, cash flow, inventory management, and website creation.…
1 sourceCNBC Technology -
Alphabet remains well positioned in the agentic AI race, analyst says
An analyst writing on Seeking Alpha argues that Alphabet Inc. is well positioned in the agentic AI race due to its ecosystem, infrastructure, and diversified revenue streams. The piece cites potential stock upside of…
1 sourceseekingalpha.com -
Anthropic creates Founder LLC giving co-founders 50.1% voting power, may curb investors
Anthropic’s IPO filing reveals a new “Founder LLC” that will be controlled by its seven co‑founders, including CEO Dario Amodei and President Daniela Amodei. The vehicle holds a single Class F share worth 50.1% of…
3 sourcesnote.comstraitstimes.comcnbc.com -
Meta invests C$13B in Alberta data center to boost AI infrastructure
Meta announced plans for a C$13 billion data center in Alberta, its first in Canada. The 1-gigawatt facility, later scalable to 1.8 gigawatts, will support its growing AI operations. Capital Power will supply 250…
1 sourcefinance.yahoo.com -
Alphabet's Q2 2026 AI spending exceeded business cash flow, with capital expenditures at $44.9 billion and free cash flow negative $5.9 billion
Alphabet reported that in Q2 2026, its AI-related capital spending surpassed the cash generated by its business operations. Capital expenditures reached $44.9 billion, primarily for AI servers and data centers, while…
5 sourcesfinance.yahoo.comseekingalpha.comnote.com247wallst.com -
Gerstner cuts Altimeter’s stock exposure despite praising Meta’s AI plans
Brad Gerstner, CEO of Altimeter Capital Management, publicly defended Meta Platforms as a high-conviction AI bet during a CNBC interview on September 24. He called Meta’s Muse agent the company’s next ‘10x moment’ and…
1 source247wallst.com -
Meta and Alphabet report divergent Q2 2026 results as traders debate AI investment preferences
Meta and Alphabet both reported Q2 fiscal 2026 results in late July, showing contrasting financial performances. Meta reported revenue of $60.80B, up 27.96% YoY, with EPS of $6.18 versus a $7.22 consensus, while…
3 sourcesaol.com247wallst.comfinance.yahoo.com -
Meta's Muse AI agent drives 11% stock jump as AMD and Intel surge on CPU demand outlook
Meta Platforms' stock rose 11% on September 21, 2026, following the launch of its AI agent Muse, which reached top rankings on Apple's App Store and prompted a Wells Fargo price target increase from $640 to $796. The…
5 sourcesbarrons.comnote.comfinance.yahoo.comfool.com -
Meta stock reaches $700, highest since February 2026
Meta Platforms' stock rose above $700 per share on September 21, 2026, marking its highest level since February 2026, driven by a September rally that erased summer losses and gained over 20% month-to-date. The rebound…
4 sources247wallst.comcnbc.comcryptobriefing.comfool.com -
Alphabet and Meta launch competing consumer AI agents CC and Muse
Alphabet expanded its Creative Collective (CC) family hub on September 17, 2026, turning a single‑user productivity tool into a shared assistant for up to six members. CC runs on Google’s Gemini model family, keeps…
3 sourcesgeekwire.com247wallst.comcryptobriefing.com -
Donald Trump announces AI Force and plans to appoint AI czar
President Donald Trump used Truth Social to announce the creation of an "AI Force" modeled after the Space Force and the appointment of an "AI czar" who must have a "high IQ." He said the United States will not hinder…
4 sourcesirishstar.comThe Verge AIThe Decoder247wallst.com -
Opinion: OpenAI may be fastest to $1 billion ad revenue in under seven months
OpenAI's ChatGPT ad product has reportedly reached $1 billion in annualized ad revenue less than seven months after its launch, a pace the article suggests may be the fastest for any digital product. The company says…
1 sourcefinance.yahoo.com -
Meta's Muse AI agent adds $200 billion market value after strong launch
Meta Platforms launched its Muse AI assistant on September 8, offering free basic access and paid tiers at $20 and $100 per month. Within the first 12 days the app recorded 2.8 million downloads, more than double…
44 sourcesbarrons.comseekingalpha.comTechCrunch AInote.com +15 more -
Anthropic reportedly weighing new model launch ahead of possible $2 trillion November IPO
All four outlets report that Anthropic is evaluating the release of a new AI model as competition with OpenAI’s GPT‑6 Astra intensifies. The company is also preparing for a possible initial public offering in November…
12 sources HN 6The Decoderfinance.yahoo.comnote.comcryptobriefing.com +5 more -
Experts say AI kill switch probably too late to curb risks
Former OpenAI and Anthropic researchers warned last week that advanced AI could threaten humanity, prompting mixed reactions from high‑profile figures. Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman backed calls…
4 sources HN 5The Verge AICNBC TechnologyWired AI -
CleanSpark raises $2.2 B via junk bonds to fund Meta‑linked AI data center
CleanSpark, a company known for Bitcoin mining, announced a $2.227 billion senior secured junk‑bond offering due 2031 to finance a 175 MW AI data‑center campus in Sandersville, Georgia. The financing is structured…
2 sourcescryptobriefing.comfinance.yahoo.com -
Meta Platforms stock rises after Muse AI agent debut
Meta Platforms introduced its consumer‑focused AI agent Muse on September 8, and the tool quickly climbed to the top of the U.S. App Store rankings. The launch coincided with the rollout of the Meta One subscription…
6 sourcesseekingalpha.comaol.comfinance.yahoo.com247wallst.com +1 more -
Meta ordered to remove deepfake videos after Oversight Board deems safeguards inadequate
The independent Meta Oversight Board issued nine policy recommendations, calling the company's current rules for AI‑generated content "consistently and fundamentally inadequate" and ordering the removal of deepfake…
5 sourcesadgully.comThe Guardian AIyahoo.comcryptobriefing.com +1 more -
OpenAI CEO Altman to Attend Trump-Xi State Dinner
OpenAI CEO Sam Altman is set to attend President Donald Trump’s state dinner for Chinese President Xi Jinping in Washington. This comes amid a heated debate over AI regulation, with Altman and Anthropic's Dario Amodei…
3 sourcesusatoday.comCNBC Technology -
Meta launches Meta One subscription service with tiers from $2.99 to $499, adds AI features
Meta Platforms announced the worldwide rollout of Meta One on 15 September 2026. The new subscription suite spans Instagram, Facebook, WhatsApp and Meta AI, offering more than 50 new expression tools and…
7 sources primary sourcefinance.yahoo.comthenextweb.comfool.comTechCrunch AI +2 more -
Ackman Cuts Amazon, Boosts Microsoft and Meta Stakes
Bill Ackman, the hedge‑fund magnate behind Pershing Square, recently sold a quarter of his Amazon shares while adding to his positions in Microsoft and Meta Platforms. The move signals a shift in his focus toward…
1 sourcefool.com -
Stocks dip amid inflation worries; Meta and Apple offer bullish case
Stocks fell last week as oil prices and bond yields rose, sparking fears of higher inflation and a possible Fed rate hike. The Dow, S&P 500 and Nasdaq each gained about 1% on Friday but ended the week down 1.6%, 0.8%…
1 sourceCNBC Technology -
ARK Invest Buys Meta, Rocket Lab Amid AI Focus
ARK Invest, led by Cathie Wood, made a series of trades on September 11. They sold positions in Twist Bioscience and several other companies while increasing holdings in Meta Platforms and Rocket Lab. ARK’s flagship…
1 sourcecoincentral.com -
Nvidia CEO Endorses CoreWeave and Nebius, Investing $2B Each
Nvidia’s chief executive Jensen Huang publicly backed two neocloud firms, CoreWeave and Nebius, at the Goldman Sachs conference, pledging $2 billion to each. CoreWeave reported Q2 revenue of $2.58 billion, a 112 %…
14 sourcesfinance.yahoo.comcryptobriefing.com247wallst.comfool.com +3 more -
Alphabet vs. Meta: Q2 2026 Earnings Reveal Diverging AI Strategies and Valuations
Alphabet and Meta released their Q2 2026 earnings reports, highlighting contrasting approaches to AI investment and profitability. Alphabet demonstrated strong momentum in enterprise AI infrastructure, with Google…
2 sources247wallst.com -
Meta Buys Stilla.ai: What the Swedish AI Acquisition Means
- Meta Platforms acquires Stilla.ai: The social media giant has announced its acquisition of Stilla.ai, a Swedish artificial intelligence company. This move comes amid Meta's significant investments in generative AI…
1 sourcefinance.yahoo.com
Questions about Meta Platforms
What is the latest Meta Platforms news?
As of 24 October 2026: Meta reports negative free cash flow, citing AI funding needs. Wall Street experienced volatility last week as investors grew concerned about the financing required for the artificial intelligence infrastructure boom.