META
Snapshot
mcap $1.5T · fwd P/E 16.6 · P/S 6.5 · rev +28% y/y · margin 30% · short 1.4% of float · beta 1.2 · 21% of 52w range
Active theses holding META
Recent news
Nuclear Power for AI Data Centres: Financing Lags Behind Deals
While tech giants like Meta, Google, and Microsoft have announced major nuclear power deals to fuel AI data centres—totaling over 6.6 GW of capacity—the critical challenge of financing and insuring these projects remains
Aug 12, 2026
Reddit gains advertising ground on Meta and Snap with strong growth
Reddit is gaining ground on Meta and Snap in digital advertising, driven by strong financial and user growth. In Q2 2026, Reddit posted its eighth consecutive quarter of over 60% revenue growth, with ad revenues up 64% y
Aug 12, 2026
Big Tech's $1 Trillion AI Data Center Lease Commitments
Five major tech companies—Microsoft, Meta, Oracle, Amazon, and Alphabet—have collectively committed roughly $1.09 trillion in future lease payments for AI data centers not yet operational, according to an August 4 Reuter
Aug 12, 2026
Sen. Bernie Sanders Urges AI Leaders to Pause Development
On Monday, Sen. Bernie Sanders (I-Vt) sent letters to OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, and Meta CEO Mark Zuckerberg, urging them to pause advanced AI development 'in the interest of humanity.' Citing re
Aug 12, 2026
4 Semiconductor Stocks to Buy on Hyperscaler AI CapEx Boom
Hyperscalers Amazon, Alphabet, Microsoft, and Meta are expected to spend $720–$745 billion on capital expenditures in 2026, much of it on AI infrastructure, driving demand for semiconductors. Gartner projects global AI s
Aug 12, 2026
Meta faces trial in state lawsuit over youth addiction claims
Meta Platforms shares fell about 1.6% in morning trading Wednesday as the company faced trial in Oakland federal court over claims by 29 states that it designed Facebook and Instagram to be addictive to children and misl
Aug 12, 2026
Zuckerberg promises free AI, buries bidding war in fine print
Mark Zuckerberg published a 6,500-word manifesto outlining Meta's vision for open AI infrastructure, promising free or affordable 'personal superintelligence' agents for billions. However, the fine print reveals a dynami
Aug 12, 2026
Microsoft Has Least Upside Among Big Tech, But Rally Skews View
Microsoft has the least upside potential among Big Tech hyperscalers, with a median analyst price target of $555, implying only an 11% gain from its Aug. 7 close of $499.99. In contrast, Meta leads with a 26.6% expected
Aug 12, 2026
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