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Can Meta’s Business Pay For Its Spending?
For questions about this article or underlying research, email help@trefis.com.Management said on its October 21, 2026 call that Meta Platforms (META) is spending heavily on servers, data centers and network infrastructure.
Nvidia, AMD Get Their Jollies Hooking Up With Meta's Muse
Nvidia and AMD separately announced deals with Meta Platforms to power the social media company's AI endeavors. Nvidia stock rose.
Senator says planned Meta commercial terms update could harm US businesses
WASHINGTON, Oct 23 (Reuters) - US Senator Marsha Blackburn, a Tennessee Republican, on Friday raised concerns about Facebook parent Meta Platforms' plan to update its commercial terms, saying it coul...
Meta to pay historic $25 billion in New Mexico deception case
Meta Platforms Inc. was ordered to pay a groundbreaking $25 billion civil penalty to the state of New Mexico in a consumer deception case spurred by the Cambridge Analytica scandal.
Meta (META): Can WhatsApp Become a Meaningful Business Beyond Advertising?
Meta Platforms, Inc. (NASDAQ:META) is turning business conversations into revenue. Paid WhatsApp messaging helped Family of Apps other revenue grow 73% to $1.01 billion in the second quarter of 2026, following 74% growth in the first. That category includes subscriptions and other services and represented just 1.7% of group revenue. Expanding messaging alternatives make merchant […]
UK probes Meta over risk assessment of Instagram Instants
Britain's communications regulator said on Tuesday it has opened an investigation into whether Meta Platforms breached UK online safety laws by failing to properly assess risks posed by its Instagram Instants feature before launching it in May.
Meta expands Muse AI agent for small businesses
Meta Platforms is expanding its AI agent Muse to small businesses, adding integrations with tools such as Shopify, QuickBooks, Stripe and Canva to help owners run their businesses and find new customers, as the Facebook-parent aims to diversify its revenue beyond advertising.
Could AI Commerce Reshape Meta (META)’s Business Model?
Meta Platforms, Inc. (NASDAQ:META) is expanding the commercial capabilities of its Muse AI assistant through a strategic partnership with Shopify, giving investors another potential avenue for AI monetization beyond digital advertising. On September 21,Shopify CEO Tobias Lütke announced a partnership with Meta to bring Shop Pay agentic checkout to Muse, allowing users to shop from […]
Meta (META)’s Stilla.ai Deal Could Turn Business Agent Into a New Monetization Engine
Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business. On September 9, the company acquired AI startup Stilla.ai. The acquisition will strengthen the company’s agentic AI capabilities as it moves to capitalize on growing demand for AI agents that can handle business transactions. Plans are underway to […]
Omaha Steaks CEO reacts to cattle shortage driving beef prices
Omaha Steaks President and CEO Nate Rempe joins FOX Business to discuss how a historic U.S. cattle shortage is driving beef prices higher. Plus, Strategic Wealth Partners CEO Mark Tepper reacts to a German court ruling against Meta Platforms.
Meta to Launch Camera-Free Smart Glasses Amid Mounting Privacy Concerns
Meta Platforms plans to release a camera-free pair of smart glasses this fall, according to people familiar with the matter, as it looks to expand its hardware lineup amid privacy concerns about cameras on its existing offerings. The new glasses model, internally code-named Luna, has six ...
Is Meta Stock Still The Self-Funding Ad Business You Bought?
If you bought Meta Platforms (META) for its advertising engine, the engine still runs: revenue rose 28% year over year in the June 2026 quarter, and its Advantage+ automated campaigns keep growing. What has changed is where the cash goes afterward.
Meta settlement falls short on teen mental health protections, whistleblower says
A whistleblower whose testimony helped build a child safety case against Meta Platforms said on Wednesday that the firm's settlement with a coalition of U.S. states does not meaningfully address harms from social media that he described in court.
A group of attorneys general is suing Meta over mental health risks for youths
Attorneys general from several states are bringing Meta Platforms to court over claims that the company's products are addictive to kids and teens, and that Meta failed to warn the public.
Should You Buy Meta Platforms Stock Below $600 Before Mark Zuckerberg Unveils Its AI Cloud Business? Here's My Honest Take
The company is making risky bets on artificial intelligence, but that may be undervaluing the stock.
Meta narrows annual capex forecast as AI buildout grows
Meta Platforms narrowed the range of its forecast for annual capital expenditure on Wednesday, as the social media giant doubles down on building a fleet of data centers to expand its AI computing power
Meta’s AI Push Threatens Shopify’s Core Business, Analyst Warns
Shopify gets a downgrade, with an analyst writing that Meta Platforms could do serious damage to the e-commerce platform provider.
Meta Platforms May Be Launching a Cloud Business: Should Amazon Be Worried?
This is nothing to fret over.
Meta’s Zuckerberg Says Exploring AI Cloud Business Makes Sense
Meta Platforms Inc. needs all the computing power it can get, Chief Executive Officer Mark Zuckerberg said, but in a market starved for resources necessary to run and develop artificial intelligence products he’s also considering whether some of Meta’s AI infrastructure could be more valuable if rented to outsiders.
Meta Platforms Is Entering the Neocloud Business. Here's Why CoreWeave Investors Should Not Worry.
CoreWeave stock holds competitive advantages that can solidify its business.
Meta Platforms' New Cloud Business Could Be a Game Changer for Its Stock
Meta getting into the cloud business should help allay investors' fears of overspending on AI infrastructure.
Meta to sell excess AI computing capacity via cloud business, Bloomberg News reports
Meta Platforms is building a cloud business to sell excess AI computing capacity, Bloomberg News reported on Wednesday citing people familiar with the matter.
Meta Is Building a Cloud Business to Sell Excess AI Compute
Meta Platforms Inc. is developing plans for a cloud infrastructure business that will sell access to AI computing power and models, setting up a new vector of competition with industry leaders like Amazon Web Services, Microsoft Azure and Google Cloud.
Meta AI Chief Sees Opportunity in Models’ Giving Health Advice
Meta Platforms Inc. Chief AI Officer Alexandr Wang said the company’s future artificial intelligence models will differentiate themselves from competitors through their consumer health capabilities.
Meta launches enterprise-focused AI 'business agent' to automate daily operations
Meta Platforms on Wednesday unveiled an artificial intelligence agent aimed at helping businesses carry out day-to-day operations, positioning the social media giant as a player in the enterprise AI market.
Meta Platforms Just Hinted at a New Business Unit That Could Generate Billions
Meta may enter the cloud computing market.
Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business
The artificial intelligence arms race has turned Silicon Valley into a spending contest. Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Amazon (NASDAQ:AMZN) are pouring hundreds of billions of dollars into chips, servers, networking gear, and data centers in a scramble to dominate AI infrastructure. The question investors are wrestling with is simple: how much ... Mark Zuckerberg’s $145 Billion AI Gamble Could Spawn Meta’s Next Monster Business
Meta Launches New Enterprise Push to Boost Business Adoption of Its AI Tools
Meta Platformsplans to place engineers and product managers inside large corporate customers as part of a new unit at the social-media giant to push businesses to use its AI tools and services. In an internal memo, senior executive Naomi Gleit said the new organization, called Enterprise ...
Meta settles first US case over school costs tied to youth mental health, court filing shows
May 21 (Reuters) - Meta Platforms on Thursday reached a settlement in the first case set for trial seeking to make social media companies cover the costs that school districts say they have incurred
Meta settles first US case over school costs tied to youth mental health, court filing shows
Meta Platforms on Thursday reached a settlement in the first case set for trial in litigation seeking to make social media companies cover the costs school districts across the country say they have incurred to combat a youth mental health crisis allegedly fueled by their platforms.
Meta Challenges New Mexico's $3.7 Billion Plan for Teen Mental Health in Social Media Trial
By Diana Novak Jones May 13 (Reuters) - A lawyer for Meta Platforms on Wednesday argued that New Mexico's $3.7 billion proposal to address teen mental health harms goes too far, saying it would force the company to pay for mental health care for all of the state's teenagers and not just those it ...
Meta to launch 'Incognito Chat' for private AI conversations on WhatsApp
Meta Platforms is rolling out a new "Incognito Chat" feature for its artificial intelligence assistant on WhatsApp messaging service, the company said on Wednesday, as it looks to address data privacy concerns.
WhatsApp Joins Instagram in Selling New Premium Subscriptions
WhatsApp is selling a new premium subscription that includes more custom features, part of a broader effort by parent company Meta Platforms Inc. to build a revenue stream that can complement its core advertising business.
Entertainment AR and VR System on a Chip (SoC) Market Outlook, 2026-2030 & 2035 - Apple, Samsung Electronics, and Meta Platforms Lead the $3.8 Billion Industry
The market is poised for growth driven by immersive gaming demand, expanding mixed reality applications, and AR adoption Entertainment Augmented Reality (AR) and Virtual Reality (VR) System on a Chip (SoC) Market Entertainment Augmented Reality (AR) and Virtual Reality (VR) System on a Chip (SoC) Market Dublin, April 16, 2026 (GLOBE NEWSWIRE) -- The "Entertainment Augmented Reality (AR) and Virtual Reality (VR) System on a Chip (SoC) Market Report 2026" has been added to ResearchAndMarkets.com's
Woman suing Meta, YouTube over social media addiction expected to take stand at trial
A California woman is expected to testify in court on Thursday about how using Meta Platforms' Instagram and Google's YouTube as a child harmed her mental health, as her landmark trial in Los Angeles continues.
Jim Cramer Believes Meta’s (META) Developing Its Own Cloud Business
We recently published 10 Stocks On Jim Cramer’s Mind & His Thoughts On Enterprise AI. Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s mind. Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are down by 4% over the past year and are flat year-to-date. Earlier this week, the firm made an […]
Meta Revives Plan for Smart Watch, Targets 2026 Launch
Meta Platforms plans to release its first smartwatch in 2026, according to two people familiar with the matter. Meta’s plans come as other big tech companies, including Apple, OpenAI and Google, are stepping up their plans for new consumer devices. The company has revived a previously shelved ...
Meta Says Revenue to Beat Estimates, Supporting AI Spending
Meta Platforms Inc.’s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
Meta to Buy Startup Manus, Adding AI Agents to Woo Business
Meta Platforms Inc. has agreed to acquire Singapore-based AI startup Manus, adding a popular artificial intelligence agent as the social-media company works to build a business around its massive AI investment.
Google Says First AI Glasses with Gemini Will Arrive in 2026
Alphabet Inc.’s Google said it’s working to create two different categories of artificial intelligence-powered smart glasses to compete next year with existing models from Meta Platforms Inc.: one with screens, and another that’s audio focused.
Apple Design Executive Alan Dye Poached by Meta in Major Coup
Meta Platforms Inc. has poached Apple Inc.’s most prominent design executive in a major coup that underscores a push by the social networking giant into AI-equipped consumer devices.