Key Points The market isn't happy lately with management's spending plans. Yet, Meta's growth is incredible for the size and maturity of its business. The social media giant's shares trade for a reasonable 21.5 times 2026 earnings. 10 stocks we like better than Meta Platforms › Although the stock of Meta Platforms (NASDAQ: META) is up around 11% for the year, it's still down around 20% from its all-time high. In normal years, that 11% return would be enough to just barely edge out the average lon ...

Key Takeaways Reddit is seeing rapid ad growth driven by rising users, higher ARPU, and expanded advertiser tools. RDDT ad revenue surged 74% year over year to $549M in third-quarter 2025. META's ad revenue rose 25.6% to $50.08B as AI boosted engagement across Facebook and Threads.Reddit (RDDT) and Meta Platforms (META) are leading social media platforms that monetize user engagement through digital advertising. While RDDT is an emerging social media platform, gaining traction with community-driven advertis ...

The Nasdaq index is full of great stocks.Nasdaq-listed stocks tend to be tech-focused and have risen to become the largest companies in the world. Eight of the 10 largest are listed on the Nasdaq, and it's a great place to look for stocks that are primed for outperformance. The new year is nearly here, and I have three Nasdaq stocks that look primed to soar: Alphabet (GOOG 1.45%) (GOOGL 1.56%), Meta Platforms (META +0.54%), and Nvidia (NVDA +0.01%). AlphabetAlphabet has caught fire in the second half of 202 ...

Wall Street's savviest billionaire money managers have selected their favorite AI stocks for the new year -- and some familiar names made the list.Over the last three years, no trend has captured the attention of Wall Street and the capital of investors quite like the artificial intelligence (AI) revolution.Empowering software and systems with the tools to make split-second decisions and become more efficient at their assigned tasks over time represents a major leap forward for most industries around the wo ...

Key Takeaways META expects 2025 capital spending of $70-$72B, with more growth projected in 2026. AI-powered tools are boosting ad engagement, with a $60B annual run rate for META's ad products. Earnings estimates for 2025 have declined 2.7% in 30 days, reflecting cost pressures and competition.Meta Platforms’ (META) shares closed at $644.23 on Dec. 12, down roughly 19.1% from the 52-week high of $796.25 it hit on Aug. 15. META shares have returned a meager 3.2% in the trailing 12-month period, underperform ...

核心观点 - 投资Meta Platforms的核心理由在于其庞大且稳固的用户生态系统 该生态系统是公司长期增长的基石 并为其提供了多元化的货币化机会 [1][3][8] 用户生态系统 - 第三季度末 Meta旗下网站和移动应用的日活跃用户数达到35.4亿 同比增长8% [3] - 考虑到全球人口约83亿 剔除年龄过小的人群 全球可能有约一半的适龄成年人每天都会访问Meta的至少一个网站或应用 [3] - 强大的网络效应使用户粘性极高 用户因社交、商业推广等多种原因加入后 平台价值随用户增多而提升 离开的动力很小 [4] 货币化机会与增长潜力 - 庞大的生态系统使其成为广告商的绝佳目标 同时也是推出新货币化机会的基础 [5] - 公司推出的Threads（对标X）在不到三年内已拥有1.5亿日活跃用户 管理层预计其将成为该类别领导者 [5] - Facebook Marketplace等业务能自然融入公司战略 因其无需费力吸引用户 可直接利用现有庞大用户群 [6] - 只要其庞大的生态系统保持稳固 公司就能找到更多货币化方案 尽管广告仍是最重要的收入来源 [6] 人工智能与业务协同 - 公司的人工智能工作正在加强其业务 例如AI算法有助于提高用户参与度 并提升广告主在其平台投放广告的投资回报率 [7] - 然而 人工智能的成功离不开公司现有的用户基础 该用户基础将是推动长期增长的关键燃料 [7][8]

Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer discussed after the Fed rate cut. Cramer noted that the rates do not matter to the company, as he remarked: “There’s no way to relate Meta to rates either. It simply doesn’t matter to the company. The stock is listless because it’s become a one-day story, the day it reports. I could argue that a Fed cut actually hurts Meta because it calls attention away from what might be happening at the company, which is very quiet but very good. I thin ...

A photograph taken during the World Economic Forum (WEF) annual meeting in Davos on January 19, 2025, shows the logo of Meta, the US company that owns and operates Facebook, Instagram, Threads, and WhatsApp. (Photo by Fabrice COFFRINI / AFP) (Photo by FABRICE COFFRINI/AFP via Getty Images)AFP via Getty ImagesMeta Platforms (META) stock deserves a spot on your watchlist. Here is why — it is currently trading within the support zone ($620.07 - $685.35), an area from which it has previously staged meaningful r ...

Reddit (NASDAQ:RDDT) has taken legal action against Australia’s ban on social media for under-16s, arguing that it infringes on free political discourse. High-Stakes Clash Over App BanOn Friday, Reddit challenged Australia’s social media ban for early teens under the new Social Media Minimum Age (SMMA) law in the country’s highest court. The ban, which was implemented two days prior, is the first of its kind globally.Reddit, a major platform in Australia, while complying with the new law, argues that the ba ...

牛弹琴 "12月10日星期三，澳大利亚的孩子们醒来，面对一个曾经难以想象的世界：他们已经没有社交媒体 了。" Threads、 这是CNN一篇文章的开头。 因为就在这一天，澳大利亚确实干了一件前所未有的事情。 16岁以下的孩子，不能再使用社交媒体。澳大利亚由此也成为世界上第一个实施此类禁令的国家。这更 标志着一场关于数字时代童年定义的深刻变革。 这涉及10个社交平台，即 Instagram、 YouTube、 Snapchat、 Facebook、 X、 Reddit、 Kick、 Twitch、 TikTok。 根据法律，这10个社交平台，需采取"合理措施"，禁止16岁以下孩子继续使用这些社交媒体，并防止他 们开设新的账户，否则，将面临最高4950万澳元（3200万美元）的巨额罚款。 换算下来，就是2.32亿元人民币。 澳大利亚总理阿尔巴尼斯宣称，这是澳大利亚"值得骄傲的一天"。 CNN则说了一句颇具玩味的话，"一些孩子及其父母预计会无视禁令，但双方都没有任何后果。" 也就是说，责任都压在了这些社交平台上。 法律是刚性的，再不满也得遵守。 YouTube表示，16岁以下孩子的账号，12月10日就会自动退出， ...