META stock news

Meta head of infrastructure will leave and be succeeded by former AWS cloud exec

Meta's head of infrastructure and co-head of engineering Santosh Janardhan will leave in 2027, with former AWS senior vice president David Brown taking over.

Meta Platforms Infrastructure Head Santosh Janardhan to Depart in Early 2027

Meta Platforms (META) confirmed Wednesday that Head of Infrastructure Santosh Janardhan will depart

Meta head of infrastructure will leave and be succeeded by former AWS cloud exec

Meta's head of infrastructure and co-head of engineering Santosh Janardhan will leave in 2027, with former AWS senior vice president David Brown taking over.

Meta’s longtime infrastructure head Janardhan to depart in early 2027

Anthropic's IPO has a line around the block. History says that's not the signal to watch.

From Meta to SpaceX, big order books haven't spared new stocks a rough first year.

Meta Wins CNCF End User Case Study Contest for Accelerating AI Infrastructure Deployments From Hours to Minutes

KubeCon + CloudNativeCon North America 2026 -- The Cloud Native Computing Foundation® (CNCF®), which builds sustainable ecosystems for cloud native software, announced Meta as the winner of the CNCF End User Case Study Contest for its…

State Street Comm Services SPDR (XLC) Sells $29.9 Million of Meta on Monday

The $22.12 billion fund sold $139.5 million of stock and bought nothing, cutting all 22 of its positions.

“Demand Is Higher Than Supply”: AMD Has Ripped 141% in 2026. Is It Too Late to Buy?

Key TakeawaysAMD stock is up 141% in 2026 on Meta’s 6-gigawatt GPU deal and back-to-back record quarters, though it’s still 21% below its October closing high. AMD guided to about $17 billion of fourth-quarter revenue, more than Intel…

Meta Platforms (META) Wins JPMorgan Backing, Is It Still 37% Below Fair Value?

JPMorgan’s endorsement of Meta Platforms (META) as its preferred internet stock, driven by AI-powered advertising performance and expected Family of Apps ad revenue relative to Google Search, has sharpened investor focus on Meta’s…

Meta Platforms, Inc. (META) May Need Hundreds of Billions for AI: What Does This Mean for Investors?

Moon Capital Management an investment management company, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported that its equity portfolio gained approximately 4% during the first…

Bill Ackman’s Best Buy Is Already Up 27%. Is It Too Late to Follow Him?

Key TakeawaysFour of the five stocks Bill Ackman’s Pershing Square bought or added to in the second quarter are up since June 30: Mastercard, Visa, S&P Global and Meta Platforms. Netflix is down 11%.

Meta’s Lease Could Back Up to $4.6 Billion in Louisiana Bonds for Applied Digital’s AI Campus

Key TakeawaysA Louisiana public authority’s Nov. 9 meeting packet includes a proposed agreement for up to $4.

AI Can Save the Economy From “Population Collapse,” According to Top Meta Executive

Workers fear AI will take their jobs, but a Meta executive sees a bigger threat: too few people to do the work at all. His warning flips the automation debate, and it leaves one problem technology cannot fix.

Meta Platforms, Inc. (META) Grew Revenue 28% as AI Usage Surged: Is More Upside Ahead?

Liontrust Investment Partners recently released its “GF Global Dividend Fund” Q3 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -0.6% in the third quarter of 2026, underperforming the MSCI AC World…

Pixelworks Signs Multi-Year Agreement with Meta to Bring TrueCut Motion Technology to VR Devices

Pixelworks, Inc. (NASDAQ:PXLW) announced a multi-year partnership and device certification agreement with Meta to bring its TrueCut Motion cinematic technology to Meta’s virtual reality devices, including the upcoming Meta VR Glasses.

Pixelworks stock surges on multi-year Meta VR technology deal

Investing.com -- Pixelworks Inc (NASDAQ:PXLW) shares jumped as much as 20% in premarket trading Tuesday after the company announced a multi-year partnership and device certification agreement with Meta for virtual reality motion technology.

Pixelworks Partners with Meta to Bring TrueCut Motion Cinematic Content to Newly Launched Meta VR Glasses

Pixelworks, Inc. (NASDAQ: PXLW) ("Pixelworks" or the "Company"), a provider of innovative cinematic and enhanced visualization solutions, today announced a new multi-year partnership and device certification agreement with Meta. As part…

Meta’s Muse “Looks a Lot More Like Malware,” and Chase Just Blocked It

Key TakeawaysJPMorgan Chase has blocked outside AI agents, Muse included, from retail accounts since Oct. 13.

Alphabet, Amazon and Meta Haven’t Bought Back a Share in 2026. Big Tech Buybacks Fell 90%

Key TakeawaysCombined buybacks at Alphabet, Amazon, Microsoft, Meta and Oracle fell to $4. 4 billion in the third quarter, 90% below their late-2021 peak, according to a tally by The Kobeissi Letter.

Meta Platforms Stock: Is it a Steal of a Deal at $650?

The social media stock has been declining since posting its latest earnings numbers last month.

Meta Soars 5% as JPMorgan Picks It Over Alphabet for Its Analyst Focus List

Key TakeawaysMeta jumped 5% today after JPMorgan swapped it in for Alphabet on its Analyst Focus List, with a $940 price target. JPMorgan’s case is Meta’s AI-driven ad growth, which added roughly twice Google Search’s new dollars last…

Here are Monday's biggest analyst calls: Nvidia, SpaceX, Apple, Oracle, AMD, Bullish, Meta, Rollins & more

Here are Monday's biggest calls on Wall Street.

Meta expands AI age checks for Instagram teens as lawsuits mount

State Street Comm Services SPDR (XLC) Sells Meta and Alphabet on Nov. 5

The $21.48 billion fund sold $177.4 million of stock, cutting all 22 positions and adding none.

TSMC Stock And 2 AI Infrastructure Shares Riding The AGI Spending Wave

Artificial intelligence arms races rarely move in straight lines. The latest spending plans from Meta, OpenAI partners and Anthropic are pouring billions into chips, cloud and power, and that flood of capital can lift some stocks while…

Meta chief strategy officer Dave Wehner leaves to join AI infrastructure startup Fireworks as CFO

Dave Wehner, Meta’s chief strategy officer, is leaving the company to become CFO of Fireworks, the AI infrastructure startup valued at $17.5 billion in July.

Tech companies face mounting child safety lawsuits while pushing AI into schools

Lawsuits against Snap, Meta and Google are creating headwinds for tech companies just as artificial intelligence tools expand into classrooms.

Meta’s Muse app adds customizable spaces feature

Apple, Meta reject OKX–ICE tokenized stock plans, leaving crypto firms as the ones to watch

Strategy, Coinbase, Circle and Robinhood are among six companies from the venture’s initial selection with no disclosed objection, after 90% of issuers opted out.

Microsoft and Google Face a New Bill as Data Centers “Have to Pay Their Own Costs”

Key TakeawaysVoters turned against new data centers in the Nov. 3 midterms, and Microsoft, Alphabet, Amazon and Meta now face rules that make them pay for their own power and grid.

Oklo Jumps 19% on Narrower-Than-Expected Loss as Nuclear Stocks Rebound; NuScale Power Surges 15%, Nano Nuclear Energy Jumps 9%

Oklo is sitting on billions in cash and building in Idaho, yet one missing number and one nonbinding Meta deal keep its rebound on shaky ground. Here is what the nuclear rally is hiding.

Meta's former security chief Alex Stamos says giving Muse AI your passwords and finances is "totally insane"

Alex Stamos is warning against giving AI agents access to your passwords and financial information.

AI Trade, Alphabet, Meta Lose Steam As Medical And Energy Sectors Attract Investors

Investors are rotating out of the AI trade, along with Alphabet and Meta, and into more value-oriented sectors like medical and energy.

What State Street Comm Services SPDR (XLC) Bought: Meta Leads on Wednesday

The fund sold $195.6 million of stock, cutting 21 positions and adding none, with Meta Platforms the largest sale at $44.1 million.

Capital Group Growth (CGGR) Buys $16.8 Million More Seagate on Nov. 4

The ETF bought $16.8 million of Seagate and $10.4 million of Meta while selling $119.5 million of Apple on Wednesday.

Meta Platforms Heads 3 Top Founder Led Stocks To Watch

AI related stocks just had their roughest day since 2025, as investors questioned how much future data centre build out is already priced in. When fast money backs away from hype, attention often shifts to leaders who built their…

Meta Platforms Stocks Fall 6.76% as AI Investment Tests Cash Flow

Advertising growth provides funding, but the latest quarter still produced negative free cash flow.

Google, Meta, TikTok sue to block California youth social media law

Are Big Tech stock buybacks officially dead?

As hyperscalers Alphabet (GOOGL, GOOG), Amazon (AMZN), Meta (META), and Microsoft (MSFT) pour billions into AI data centers, stock buybacks appear to be taking a back seat. Repurchases reportedly fell to $4.4 billion in the third…

Meta Has a Capex Guardrail That Few Talk About

Meta is pouring well over $100B into AI, absorbing a massive legal charge, and watching its stock slide. One overlooked commitment from management gives this investor the nerve to keep buying while others fixate on the spending.

Google Joins The Surge Of Tech Layoffs

Microsoft (NASDAQ: MSFT) recently offered buyouts to 60,000 employees. It is unclear what the company will do if fewer than 60,000 employees take it. Earlier this year, Meta’s (NASDAQ: META) CEO Mark Zuckerberg planned to cut 45,000…

Meta Paid 1.4 Times What Alphabet Did to Borrow in Euros

A record order book should have given Meta the upper hand in its first euro bond sale. Yet buyers still priced it differently from its closest rival, and the reasons point to a deeper worry about funding AI.

The Same $10,000 in Microsoft and Meta Could Produce Very Different Results by 2030

Two AI giants, two completely different business models, and a five-year window that could leave one investor sitting on a much larger gain than the other. The gap between their bull and bear outcomes tells a story worth understanding…

Microsoft Is the Last Big Tech Buyback Holdout: Alphabet, Meta, Amazon Go Dark as AI Spending Eats Cash, Says This Market Commentator

Big Tech’s era of mega buybacks is giving way to an era of mega artificial intelligence spending, as companies put their cash into data centers and technology buildout. Buybacks Fall to Lowest Level Since 2017 Combined share repurchases…

Companies laying off staff this year include Meta, Amazon, and Dropbox — see the list

Layoffs have hit over 35 companies in 2026, including Meta, Walmart, and American Express, as AI and economic conditions reshape the business landscape.

The Nasdaq-100 Is Outperforming Nvidia, Microsoft, Amazon, Meta Platforms, Alphabet, and Tesla This Year. Here's My Favorite Low-Cost ETF to Buy the Dip.

Many megacap growth stocks are underperforming the major indexes this year.

Meta Goes to Europe for Debt After Raising $15 Billion

The euro notes stretch out to more than 38 years

Hyperscalers and Apple surge after election results remove investor uncertainty

Apple, Amazon, Google, Meta and Microsoft stock was up after the midterms, while stocks tied to Trump advisor Elon Musk and data centers fell on Wednesday.

Watch out for Big Tech companies like Meta and Alphabet issuing more shares and diluting your stock ownership

The Big Tech companies known as hyperscalers may be tempted to issue more shares as interest rates rise and the stock market holds up, which can hurt their current shareholders.

AMD’s OpenAI, Meta chip deals trigger $1 billion quarterly charge

AMD's OpenAI and Meta Deals Come With a $1 Billion Catch

The noncash expense reflects changes in the value of customer-linked stock warrants as AMD expands its AI chip business.

AMD's AI megadeals with OpenAI and Meta just cost it $1.1 billion: Chart of the Day

A record quarter came with a twist for AMD: Its profits now move against its own stock price.

People Moves: Mercer Advisors Hires Wealth.com, Meta Alum as VP of Data

In other moves, a technology veteran takes a new client experience role at Envestnet, Truist hires a new compliance chief, Fiduciary Trust hires a national trust lead, and DriveWealth promotes five.

Shopify vs. Amazon: Which Stock Wins When AI Agents Do the Shopping?

Key TakeawaysShopify shares fell 8% today after its third-quarter revenue grew 32%, but its merchandise volume came in just short of Wall Street’s expectations. Shopify’s checkout runs inside ChatGPT, Gemini, Copilot and Meta’s Muse.

Snap Settled a Social Media Addiction Suit. Here’s What Its November 4 Report Has to Prove

Key TakeawaysSnap (SNAP) settled a social media addiction lawsuit on November 2, two days before opening arguments were scheduled to begin in Los Angeles. Meta Platforms (META) also resolved claims involving the same plaintiffs, with…

Meta Platforms, Inc. (META) Is Spending Billions on AI: Will the Bet Pay Off?

Pershing Square Inc. recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The letter reported 13% year-over-year growth in third-quarter fee-related earnings (FRE) to $63.7 million, while…

Eaton Just Dropped 16% in a Month. Is It Time to Sell, or Load Up?

Key TakeawaysEaton stock fell 16% in the past month as AI-power stocks sold off, and GE Vernova and Vertiv fell too. The worst drop came after Meta raised its 2026 capex plans and its free cash flow turned negative.

Meta seeks to raise up to $25 billion in debt sale as AI spending jumps

Meta is aiming to raise between $20 billion and $25 billion in a bond sale as the company ramps up spending on infrastructure and AI models and services.

Top VC Warns: “Depreciation Is Going to Start Hitting” Microsoft, Google and Meta. Here’s Where Things Get Ugly

Key TakeawaysAlphabet and Meta both burned cash in the third quarter as AI capex topped their operating cash flow, and Big Tech lost nearly $900 billion in market value last week. Depreciation from this year’s spending of about $500…

Meta Stocks Gain as Preferred Issue Implies $812.5 Million Annual Dividends

The recent preferred issuance creates a cash obligation while the credit outlook remains negative.