META Meta Platforms, Inc.

Meta Platforms is the IBD Stock of the Day for Thursday. The big story over the past several weeks for Meta has been Muse. Chief Executive Mark Zuckerberg said at a company conference late last month that he expects Muse will help "billions" of people accomplish daily tasks and long-term goals.

Snap (SNAP) stock is 58% below its two-year high. At that price, Snap's free cash flow equals 8.1% of its market value, against 4.5% for the median S&P 500 company. With Snap's debt counted, that cash yield is 6.2%. A yield that high means a business on sale, or one the market expects to shrink. So why are investors paying so little for Snap's cash.

Futurum Equities‘ chief market strategist Shay Boloor highlighted a branding faux pas by OpenAI CFO Sarah Friar, who mistakenly referred to OpenAI’s AI agent “Dots” as Meta Platforms Inc. “Muse.” In an interview with CNBC on Tuesday, Friar incorrectly referred...

Meta Platforms (NasdaqGS:META) joined other large AI developers at the White House to sign a voluntary AI safety accord. The agreement commits participants to independent testing of AI systems, stronger internal controls and clearer public transparency measures. Meta also agreed to board-level oversight of key AI risks, aligning governance of its AI work with the accord's safety standards. The new White House AI accord is important for Meta, but investors should weigh it alongside the rest...

Apple stock might be hitting a wall without a clear catalyst to meaningfully move shares higher and the rising threat of artificial-intelligence consumer agents potentially disrupting the iPhone maker’s app store and services businesses. The fresh price target represents 6.6% upside from Apple’s closing price of $333.02 from Wednesday. “Apple’s product roadmap remains amongst the most exciting in over a decade, but our earnings outlook changes little following the iPhone launch, leaving limited upside to our price target after a strong last six month run,” Woodring said in a research note.

See where they’re placing their bets as long-dated bonds push past 5%.

Meta Platforms Inc. is positioning Muse as a broader growth platform spanning consumers, small businesses, and commerce, with President and Vice Chairman Dina Powell McCormick pointing to Meta’s massive user base, enterprise reach, and potential new revenue streams from fees...

A report says chip designer Broadcom agrees to lend Anthropic up to $42 billion and that the artificial-intelligence company would become Broadcom’s largest customer next year.

Plus: Tech giants facing questions over secret AI data-center deals and Congress wants to bring federal agencies to heel over energy projects.

Billions of WhatsApp customers could become Muse users, but the economics of emerging markets are tricky.

Meta says Zuckerberg was writing code when he got his options in 2005. The IRS says only his work from 2008 to 2010 counts, and $355 million rides on who's right.

The company appears to have netted the most from that credit among all publicly traded companies.

Investing.com -- Top artificial intelligence executives confronted Anthropic (NASDAQ:ANTP) Chief Executive Dario Amodei during a high-stakes White House gathering, exposing deep strategic fractures across Silicon Valley even as leaders publicly aligned around new safety protocols. The private clash followed a lunch hosted by President Donald Trump and House Speaker Mike Johnson, according to reporting from The Wall Street Journal.

Services like Meta’s Muse AI just increase demand for chips. But they’re also a big win for software

On Monday, Meta Platforms, Inc. chief AI officer Alexandr Wang highlighted a practical application of the company’s personal AI agent, Muse, after it independently reported tangled utility wires to Verizon Communications Inc. on behalf of a user. Meta’s Muse Takes...

House Speaker Mike Johnson (R-La.) said the United States must "strike the right balance" between artificial-intelligence innovation and oversight as President Donald Trump prepares to meet technology executives at the White House Tuesday amid a widening debate over AI safety....

Investing.com -- Needham analyst Scott Berg identified three software stocks as top picks following a recent market selloff triggered by Meta's Enterprise Platform announcement, noting that the new offering does not directly compete with enterprise software vendors in his coverage universe.

MongoDB stock regained some ground Wednesday after news its CEO was leaving for a job at Meta Platforms caused a sell-off.

AppLovin (APP) holders have been through a rough stretch. The shares lost 54% over the past year, while the S&P 500 gained 16.8%. A $10,000 holding from a year ago is now worth about $4,560. In September, law firms began announcing a securities class action over what AppLovin told investors. For you, the bigger issue is a business problem, not the legal fight. So what is the biggest risk for AppLovin stock from here.

OpenAI's persistent agents extend competition from consumer downloads into workplace workflows across Teams and Slack.

Meta's AI story has dramatically improved, but Wall Street's earnings estimates haven't followed the stock higher yet.

Amazon now spends more on building its business than the business brings in as cash. On its July 2026 earnings call, management raised its 2026 spending plan to about $220 billion. Most of the prior $200 billion budget had been allocated toward AI and AWS. Management has not said when the spending will slow, though it noted on the call that Amazon has already issued debt this year and cited further borrowing among its options to cover any shortfall. So could Amazon keep paying for the build-out

The Facebook parent’s move into AI personal assistants may end up costing more than its worth, StoneX analyst Mark Zgutowicz says.

The total capital raised by AI hyperscaler, data center, and neo-cloud companies from high-grade debt sales has doubled from $172 billion in 2025 to $346 billion in 2026 year-to-date, according to Barclays strategist Venu Krishna. Yahoo Finance Executive Editor Brian Sozzi reacts to Krishna's findings and what it means for the AI ecosystem, especially as major companies prepare to go public.

The total capital raised by AI hyperscaler, data center, and neo-cloud companies from high-grade debt sales has doubled from $172 billion in 2025 to $346 billion in 2026 year-to-date, according to Barclays strategist Venu Krishna. Yahoo Finance Executive Editor Brian Sozzi reacts to Krishna's findings and what it means for the AI ecosystem, especially as major companies prepare to go public.

The release of Meta Muse made investors bullish on the company.

Amazon stock has 46% upside even as Wall Street worries AI consumer AI agents could hit the business, according to one Wall Street firm.

Investing.com -- Lynx Equity Strategies is positioning long on Micron Technology (NASDAQ: MU) ahead of the company's highly anticipated fiscal fourth-quarter earnings report, scheduled for release today after the market close. Alongside its Q4 results, Micron will provide critical quarterly guidance that investors are closely watching to gauge the longevity of the AI-driven memory boom.

Alphabet (GOOGL) stock costs 22% less than the median S&P 500 company, measured by price against the past year's earnings. Alphabet's revenue still grew 20.1% over the past year, against 8.3% for the median S&P 500 company. Investors usually pay more for faster growth. So is Alphabet stock a bargain, or is the low price a warning.

The bigger threat may have little to do with iPhone sales.

Apple stock drops 2.7% on a double top and Ternus restructuring news. See the support levels traders now watch.

Key Stats for Meta StockPrice change for Meta stock in last 6 months: 29%$META Stock Price as of Sep. 29: $73952-Week High: $780$META Stock Price Target: $794What Happened?OpenAI unveiled a new set of AI agents called “dots” on Tuesday.

Meta is spending more than a hundred billion dollars on AI while free cash flow has cratered and earnings missed expectations, yet a five-year price model still sees your stake growing substantially. The question is which scenario plays out.

This partnership will fast-track development of MacroCycle’s first American PET recycling and production plant.

Megan Leonhardt explains that the way the government is measuring several prices is changing so the big takeaway for the next inflation report will be less clear cut. Micron which posts earnings after the bell, was one of the biggest movers before the market opened along with Cal-Maine which fell as much as 7.7%. Well now they have fallen back down—and the egg producer’s quarterly sales declined more than 40%.

The company's research tax credits trimmed $3.9 billion from its 2025 tax bill, up from $700 million in 2023

Meta Platforms shareholders had a great September, but October will also be a telling month for the stock.

Nvidia (NVDA) CEO Jensen Huang, sitting next to SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk, said the AI data center buildout will create "probably about a million jobs."

Nvidia (NVDA) CEO Jensen Huang, sitting next to SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk, said the AI data center buildout will create "probably about a million jobs."

OpenAI just unveiled Dots: an always-on AI assistant with 4,000+ tools that might just be the closest thing yet to Tony Stark's "Jarvis." In The Loop host Ejaaz Ahamadeen explains how Dots stacks up against Meta's Muse and Elon Musk's Grok Bot, and how OpenAI's other Dev Day launches fit together with the new, 24/7 agent. If you want to know where AI assistants are headed, start here.

Alphabet's Google (GOOG, GOOGL), Anthropic, Meta (META), Nvidia (NVDA), OpenAI and SpaceX's xAI (SPC

PayPal Holdings has seen its share price fall sharply over the past few years, even as new partnerships put the company back in the headlines. With the stock around US$53.89, the question for investors is whether that price is adequately backed by the earnings the business is generating today. PayPal shares have declined 79.4% over the past 5 years, which puts the focus squarely on whether the current earnings profile supports where the stock now trades. Fresh tie ups with Meta on AI driven...

Got skilled workers?

CNBC host Jim Cramer stated that Meta Platforms Inc. must be viewed as an “enterprise company” following the deployment of its Muse artificial intelligence technology. Cramer said this operational shift could drive Meta’s stock valuation from an “18 times multiple”...

Kelly Intelligence's Kevin Kelly and Visible Alpha's Melissa Otto map out the next phase of the AI supercycle and break the massive energy grid bottleneck threatening the AI boom.

Eyes on tech penmanship.

Meta’s rally fuels further optimism around the company’s AI push and Muse agent.

WASHINGTON—A Democratic lawmaker wants more information on the secret agreements between tech companies building data centers and local officials approving them, their latest attempt to increase oversight of the facilities powering artificial intelligence and tap in to voters’ AI backlash ahead of the midterm elections. Rep. Jamie Raskin (D., Md.), the top Democrat on the House Judiciary Committee, sent letters to Amazon Alphabet’s Google, Meta Platforms and Oracle on Tuesday seeking information on the nondisclosure agreements those companies signed with government officials related to data-center build-outs, according to copies of the letters viewed by The Wall Street Journal.

Futurum Equities‘ chief market strategist Shay Boloor highlighted a branding faux pas by OpenAI CFO Sarah Friar, who mistakenly referred to OpenAI’s AI agent “Dots” as Meta Platforms Inc. (NASDAQ:META) “Muse.” In an interview with CNBC on Tuesday, Friar incorrectly...

Amazon may have backed out of a tremendous opportunity, and these three AI stocks are set to benefit from it.