Meta Platforms Analyst Ratings

Benzinga02:35 · Ratings

Meta's Reality Labs Faces $4.4 Billion Loss In AR/VR Sector

Benzinga01:11

CNBC Final Trades: Uber, NVIDIA, Meta Platforms

Benzinga01:02

Is AI infrastructure already a consensus in Silicon Valley? Giants are still running blindly, but investors are no longer buying it.

①Tesla, Google, Microsoft, Meta, Apple, and Amazon are all showing a common trend - pouring money into AI, then pouring more money. ②"Every year Microsoft over-invests, it will drag down the profit margin for the next six years by a full percentage point," said Gil Luria, head of technology research at Davidson Trust. ③Investments in AI need to see returns, see widespread technological applications, and need time.

cls.cnNov 1 21:35

Viewpoint | The decline in technology stocks in the usa brings buying opportunities.

Recently, the technology sector has shown weakness, but it has not encountered any major troubles.

Baron ChineseNov 1 21:28

What answers have the financial reports of major companies provided to the most concerning issues in AI trading?

One of the main characteristics of the third quarter report is that technology giants continue to increase investment in AI without hesitation, with total capital expenditures of microsoft, google, and Meta increasing by 48% year-on-year. However, the returns brought by the huge investment are somewhat mixed, and the market may need to wait longer. In addition, the three major trends of 'hiring is not as good as buying cards', shifting from training to reasoning, and the marginalization of OpenAI by microsoft are becoming increasingly clear.

wallstreetcnNov 1 18:18