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domenica, ottobre 18
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Meta Platforms Inc
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Meta Platforms Financials
Meta Platforms (META) financial statements — income, revenue, gross margin and key metrics.
Earnings & Guidance News
Dan Ives Says Apple-Meta AI Partnership Could Help Unlock $75 Per Share in AI Value for AAPL Stock — 'Start of What Could Be Just a Massive Collaboration'
Yorkville's Dan Ives predicts Apple's AI monetization and Meta partnership will add a $75 per share incremental value to AAPL stock.
Rishabh Mishra
BlackRock Expects Strong Fourth Quarter as AI Investment, Fundraising Grow
BlackRock expects momentum to continue in the seasonally strong fourth quarter, supported by iShares activity, private markets fundraising and progress toward long-term targets.
Lekha Gupta
Dan Ives Says Meta's 'Frontier Model' and 3.6 Billion Users Make It a ‘Core Name’ to Own as It Competes With Anthropic and OpenAI
Dan Ives calls Meta a "core name to own" in the AI arms race, citing its frontier model and 3.6 billion users as an unmatched combination.
Rishabh Mishra
Mark Zuckerberg Defends Meta's AI CapEx, Ready to 'Write This Check' for up to '$200 Billion' to Dominate 'Decades to Come'
Mark Zuckerberg defends Meta's AI CapEx, ready to write a $200 billion check to build superintelligence and dominate for decades to come.
Rishabh Mishra
Jim Cramer Calls Mark Zuckerberg's Meta a ‘Monster Long’ as Muse AI Retention Proves ‘Almost as Good as ChatGPT’
Jim Cramer calls Meta a "monster long" as new data shows its Muse AI retention rates are "almost as good as ChatGPT."
Rishabh Mishra
Michael Burry Raises Red Flag on Oracle’s $664B Backlog and AI Spending: ‘The Customer Is Now the Lender’
Michael Burry warns Oracle customers are 'now the lender' as its $664B AI backlog masks debt strain amid an epic Big Tech capital cycle.
Rishabh Mishra
