Vancouver, British Columbia – November 04, 2025 - TheNewswire – Metasphere Labs Inc. (“Metasphere” or the “Company”) (CSE: LABZ ) (OTC: LABZF) (FRA: H1N), is pleased to announce that further to its news release dated October 17, 2025, the Company will be proceeding with its previously announced listed issuer financing exemption offering on amended terms.Under the amended terms, the Company will offer up to 5,000,000 units of the Company (each, a “Unit”) at a price of $0.09 per Unit for gross proceeds of up ...

Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks on the Market’s Radar. On October 30, Oppenheimer downgraded the stock to “Perform” from Outperform without a price target. The firm said that there’s “too much uncertainty” surround the company’s AI investments following Q3 earnings. “Downgrading META to Perform (from Outperform) as risk/reward properly reflected after-hours.” According to Analyst Jason, Meta’s “significant investment in Superintelligence despite unknown revenue opportunity mi ...

Meta Platforms, Inc. (NASDAQ:META) is one of the AI Stocks in the Spotlight This Week. On October 30, TD Cowen lowered its price target on the stock to $810 from $875 while maintaining a Buy rating. The price target adjustment follows Meta’s Q3 results, where the tech giant reported revenue and operating income exceeding consensus estimates by 4% and 5% respectively. Despite this robust Q3 beat and upbeat Q4 outlook, the company’s rising AI capex/opex has tempered near-term margin view. TD Cowen noted ho ...

Joining me now is Jason Helstein, head of internet research at Oppenheimer. Um, so there's uncertainty around AI. We've kind of seen this before with the metaverse and meta.Uh, how much of this is kind of sentiment driven or what is missing from the meta equation that you would actually like to see. >> Sure. So the the company's basically giving you pretty um explicit commentary that spending is going up meaningfully.You can compare the adjectives used this quarter versus last quarter. But the point is the ...

Each week we run a DCF (Discounted Cash Flow) model on a company from our watchlist. This week’s pick: Meta Platforms, Inc. (META).ProfileMeta Platforms is the world’s leading social technology company, operating a family of apps including Facebook, Instagram, WhatsApp, and Messenger, alongside its emerging virtual and augmented reality ecosystem under Reality Labs. With over 3 billion users across its platforms, Meta continues to dominate global digital advertising, while investing heavily in AI-driven eng ...

公司资本支出计划 - Meta计划将2025年AI资本支出指引提高至700亿至720亿美元 此前指引为660亿至720亿美元 并预计2026年AI支出将进一步增加 主要受基础设施成本驱动 [2] - 微软在过去一个季度资本支出达到创纪录的349亿美元 较上一季度的242亿美元显著增长 并表示2026年支出可能继续增加 [3] - 亚马逊 Meta 微软和谷歌四家公司今年在AI基础设施相关的资本支出总额可能高达3200亿美元 [5] 市场反应与投资者情绪 - Meta股价在公布支出计划后大幅下跌 跌幅高达14% [2] - 微软股价在财报公布后日内跌幅达到3% [3] - 市场对AI领域的信心日益脆弱 投资者担忧AI货币化计划仍不明确 尽管已投入巨额资金用于芯片和数据中心 [4] - 有市场策略师将Meta和微软的股价下跌视为AI交易的一个“黄旗”警告 预示AI炒作可能开始消退 [7] 行业背景与历史比较 - 一些投资专业人士担忧当前雄心勃勃的AI支出计划可能与以往最终失败的市场热潮类似 [6] - 以Meta为例 该公司几年前曾对元宇宙投入数十亿美元 但市场最终转向 导致公司报告巨额亏损 [6] - 当大型科技公司宣布增加资本支出却导致股价下跌时 可能构成对AI交易的更清晰警告 [7]

财务业绩 - 第三季度预订量达19.2亿美元，远超分析师预期的17.2亿美元，较上年同期的11.3亿美元大幅增长[2] - 第三季度每股亏损0.37美元，优于分析师预期的每股亏损0.49美元，与上年同期每股亏损0.37美元持平[2] - 公司预计第四季度预订量中值为20.3亿美元，高于市场普遍预期的18.4亿美元，上年同期为13.6亿美元[3] 用户与运营指标 - 第三季度平均日活跃用户数达1.515亿，同比增长70%，显著超过分析师预期的1.322亿用户[3] - 用户参与度受到热门游戏的推动，例如《Grow a Garden》、《Steal a Brainrot》和《99 Nights in the Forest》[3] - 平台和创作者生态系统健康度达到新高，得益于广泛的基础实力、新的病毒式热门内容以及对创作者经济、平台性能、内容发现和虚拟经济的战略投资[4] 战略与市场定位 - 公司目标是占据全球游戏市场10%的份额，第三季度业绩显示公司在实现该目标方面取得巨大进展[4] - 公司正大力投资构建其元宇宙版本，这是一个供人们社交和玩游戏的3D虚拟空间，其在线体验涵盖游戏、聚会、音乐会、体育、时装秀、教育和娱乐[5] - 公司与美泰公司宣布扩大合作，此消息曾推动公司股价上涨[6] 股价表现 - 第三季度财报发布后，公司股价在当日早盘交易中下跌超过11%，至118.51美元，并跌破50日移动平均线这一关键支撑位[4] - 公司股价在季度财报发布前后往往表现出较大的波动性[5]

升级评级 - Barclays将Verisk Analytics评级上调至超配 目标价从310美元下调至275美元 认为长期不利因素是暂时的 预计增长区间为6%-8% [2] - Stephens将C.H. Robinson评级上调至超配 目标价从135美元上调至173美元 原因是第三季度调整后每股收益超预期且生产率持续提升 [3] - Telsey Advisory将Steven Madden评级上调至跑赢大盘 目标价为43美元 认为Kurt Geiger明年将成为现有业务的良好补充 公司有望受益于时尚领域的周期性改善 [4] - Rothschild & Co Redburn将华纳兄弟探索评级上调至买入 目标价为28美元 认为公司合理收购价格区间为27-30美元 [5] - H.C. Wainwright将Coinbase评级从卖出双级上调至买入 目标价从300美元上调至425美元 理由是看好第四季度加密资产价格前景及公司面临的监管顺风 [5] 降级评级 - Oppenheimer将Meta Platforms评级下调至平配 无目标价 认为公司在超级智能领域的巨额投资缺乏明确的收入机会 类似2021年和2022年对元宇宙的投资 [6] - Deutsche Bank将波音评级下调至持有 目标价从255美元下调至240美元 在财报后将公司截至2028年的自由现金流预估下调高达56% [6] - Evercore ISI将Etsy评级下调至中性 目标价从72美元微升至73美元 尽管第三季度业绩超预期 但模型显示2026年将出现利润率收缩和调整后税息折旧及摊销前利润小幅下降 [6] - UBS将Fiserv评级下调至中性 目标价从170美元大幅下调至75美元 认为其中短期前景重置及相关不确定性使其难以推荐 另有Stephens等多家机构亦将其评级下调至中性等同级别 [6] - Barclays将FMC评级下调至平配 目标价从48美元大幅下调至22美元 理由包括业绩疲软 盈利能见度有限以及股息意外削减 [6]

Amaze and Dubit Join Forces to Build Immersive Brand Experiences Across Gaming PlatformsNEWPORT BEACH, Calif., Oct. 30, 2025 (GLOBE NEWSWIRE) -- Amaze Holdings, Inc. (NYSE American: AMZE) (“Amaze”) a global leader in creator-powered commerce, today announced a strategic partnership with Dubit.io (“Dubit”), one of the leading metaverse and gaming studios behind some of the world’s most engaging virtual experiences, including Roblox and Fortnite. Together, the companies will develop and launch Amaze-connected ...

So just yesterday on the show we were talking about when is too much capex spending too much basically. Um they raised the guidance when it came to capex spending but not by a lot. I mean the midpoint only went up about two billion.That seems like small potatoes these days. Why do you think investors reacted so sharply to the capex spending or do you think it was more about that charge. >> Well I I think it's probably both.Right. We all remember uh when Zuck was doing the metaverse, the legless metaverse an ...