META
META popped 3.2 percent today, and the story behind the move is doing real work: the company officially launched enterprise AI services, and analysts came back with a 30 percent undervaluation call on the back of it. The number that matters is 125 to 145 billion dollars — that's Meta's new annual capex target, roughly double where it was. Enterprise AI is a different bet than the ad business — B2B subscriptions, API licensing, workplace tools — and if it sticks, it starts to decouple Meta's revenue from ad-spend cycles. Zuckerberg also sat with President Trump and Anthropic's CEO to negotiate AI safety frameworks, which matters for Meta's regulatory posture. The 30 percent undervaluation call is the number to revisit at next earnings. That's when we find out if this capex bet is paying off.
-2.4% — Meta Platforms (META) Commits $300 Million To Biohub And Backs Indiana Solar
+1.9% — Jim Cramer Believes META Muse Will “Have Much More Market Share Than OpenAI”
-1.8% — Meta Platforms (META) Registers a Bigger Fall Than the Market: Important Facts to Note
+3.2% — Meta & Anthropic CEOs: 'Whoever wins AI, wins' ▶ we covered it
-4.8% — Why Meta (META) Stock Is Trading Lower Today
-3.3% — This TSX top gainer rose 13% this week as it looks to ride Meta's wave
+4.5% — Meta's new AI device changes everything
+11.3% — Meta (META) Stock Trades Up, Here Is Why ▶ we covered it
-2.4% — Meta's Muse Just Had a Breakout Launch. Is It a Game Changer for the Stock?
+2.7% — Big Tech Issued About $220 Billion of Bonds. Alphabet and Meta Show How AI Is Warping the Credit Market
+6.6% — Stock Market Today, Sept. 9: Meta Surges Over 6.5% on Muse AI Agent Launch
+3.0% — Meta's More Than $10 Billion Data Center Faces Texas Pushback
+2.5% — META Stock Jumps To Best Day In Nearly A Month — Meta Platforms Unveils Most Powerful AI Model To Compete With
+2.0% — Meta's Next AI Bet Could Arrive Sooner Than Expected
+1.7% — Meta and Google Face a New Social Media Threat
-4.4% — Wall Street Lunch: Meta Faces High-Stakes Federal Trial Over Child Safety ▶ we covered it
-3.5% — Meta Sheds Billions as $1.4 Trillion Trial Opens ▶ we covered it
+2.8% — Meta Stock Rises While 756,000 Teen Accounts Come Down
-3.4% — What's Going On with the Drop in Meta Stock? ▶ we covered it
+6.0% — Meta Platforms Stock Plunges On Earnings; This Bearish Options Trade Could Earn $470
+3.3% — Meta Stock Rebounds as Amazon Revives AI Confidence
-8.0% — Meta's capex guidance isn't cutting it for investors. Stock drops.
-1.8% — Moved with the tape — no single reported reason that day.
-3.4% — Meta drops out of a major clean energy pact as its natural gas buildout accelerates
-2.6% — Meta Platforms (META): ‘Dead Money’ or Best Cheap AI Stock? – Retail Investors Debate
-2.8% — Meta in talks to rent some of its billions in AI infrastructure to Anthropic
-2.5% — Meta's stock buybacks: How the company's AI spending could affect shareholder returns
+3.1% — What Meta, Google, and BlackRock get for training electricians
-1.9% — Meta's data center costs are skyrocketing. Here's what you need to know.
+6.0% — Has Meta ever had a stock split? What sets this ‘Mag 7’ stock apart
+4.7% — Meta launches paid Muse Spark 1.1 API to compete with OpenAI, Anthropic
-2.0% — Meta to build C$13 billion Alberta data center, its first in Canada
+3.0% — Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week: META, MU, BABA, TSLA, RKLB ▶ we covered it
-4.9% — Exclusive-Zuckerberg says AI agent development going slower than expected ▶ we covered it
+8.8% — Stock Market Today, July 1: CoreWeave Stock Tumbles as Meta Cloud Report Raises Customer Concerns ▶ we covered it
+2.2% — Down About 29%, Is Meta Stock a Buy, Sell, or Hold?
-2.7% — META Stock Drops For Fourth Session: Meta Recruits Cybersecurity Experts To Fortify AI Agents
-2.3% — Moved with the tape — no single reported reason that day.
+1.7% — Moved with the tape — no single reported reason that day.
-5.4% — Moved with the tape — no single reported reason that day.
+4.7% — Moved with the tape — no single reported reason that day.
-2.3% — Moved with the tape — no single reported reason that day.
-5.5% — Moved with the tape — no single reported reason that day.
+4.2% — Moved with the tape — no single reported reason that day.
-5.1% — Moved with the tape — no single reported reason that day.
+3.7% — Meta launches paid subscriptions for Instagram, Facebook, WhatsApp
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