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11 Feb 2025

Meta's Record Run

The shares are coming off a rally of 16 straight sessions, the longest streak of any current Nasdaq 100 Index company going back to 1990. The stock added more than 17% over the surge, bringing its market capitalization above $1.8 trillion. source : bloomberg

4 Feb 2025

As Facebook turns 21, here's a look at the growth of $10k in $META since its IPO in May 2012.

As a reminder, this stock saw a 76% drawdown from late 2021 to late 2022. It has rallied nearly 700% since its 2022 low. source : bespoke

5 Dec 2024

Meta Platforms $META is seeking as much as 4 gigawatts of new nuclear energy to run data centers and support the 🇺🇸 electric grid, starting in the early 2030s

Bloomberg, Evan @StockMKTNewz

29 Oct 2024

$META is developing an AI search engine to lessen reliance on Google and Microsoft.

#meta #nvda #googl

9 Oct 2024

$META is up 70% this year and has soared 550% since bottoming in October 2022

If you invested $10,000 in October 2022, you would have over $65,000 Source: Stocktwits

8 Jul 2024

All it took was a little rebranding. $META

Source: Trend Spider

24 Jun 2024

JUST IN: *META, APPLE REPORTEDLY DISCUSSED AI COOPERATION - WSJ

The Wall Street Journal is reporting that Apple and Meta have discussed a partnership that would see Meta AI models integrated into iOS 18 for Apple Intelligence. This integration would likely be similar to the deal Apple has struck with ChatGPT, which is currently the only third-party partner for Apple Intelligence.

25 Apr 2024

Meta plunges 18% on weak revenue guidance even as first-quarter results top estimates.

$META Meta Q1 FY24: Daily active people +7% Y/Y to 3.2B. Ad impressions +20% Y/Y. • Revenue +27% Y/Y to $36.5B ($0.2B beat), the fastest rate of expansion for any quarter since 2021. • Operating margin 38% (+13pp Y/Y). • FCF margin 34% (+10pp Y/Y). • EPS $4.71 ($0.39 beat). • FY24 Capex $35-40B ($30-$37B prev.) • Net income more than doubled to $12.37 billion, or $4.71 per share, from $5.71 billion, or $2.20 per share, a year ago. One reason for the pop in net income is that, while revenue growth accelerated, sales and marketing costs dropped 16% in the quarter from a year earlier. Meta said it expects sales in the second quarter of $36.5 billion to $39 billion. The midpoint of the range, $37.75 billion, would represent 18% year-over-year growth and is below analysts’ average estimate of $38.3 billion. The stock selloff accelerated early in the earnings call after Zuckerberg jumped into his discussion about investments, namely in areas like glasses and mixed reality, where the company doesn’t currently make money. The company no longer reports daily active users and monthly active users. It now gives a figure for what it calls “family daily active people.” That number was 3.24 billion for March 2024, a 7% increase from a year earlier. Meta has raised investor expectations due to its improved financial performance in recent quarters, leaving little room for error. The stock is up about 40% this year after almost tripling last year. Source: App Economy Insight, CNBC

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