See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
Open a keyword to see other news on the same topic.
Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: high
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/20/2026 | 694.44 |
| Change that session | -1.56% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Q2 Earnings Highlights: Meta (NASDAQ:META) Vs The Rest Of The Social Networking Stocks
The article reviews Q2 results for 5 social networking stocks, which beat analysts' revenue estimates by 4% as a group, yet shares have averaged a 1.3% decline since reporting. Meta was the weakest performer, with revenue up 28% to $60.8 billion and 3.6 billion daily active users, but its guidance slightly missed expectations, and the stock is still up 20.4% since reporting. Reddit had the biggest estimate beat, the fastest revenue growth (61.1% to $804.9 million) and the highest guidance raise, yet its stock fell 12.7%. Yelp showed the slowest revenue growth at 1.4%, and its shares dropped 20.5%. Pinterest (18.2% revenue growth) and Snap (18.9%) also posted solid results, with Snap's stock up 20.3%.
- Meta offers enhanced ad campaign exposure
At its brand building summit on Oct. 15, Meta announced several ad updates. Ads Super Burst lets advertisers book a window of 3 to 24 hours to reach audiences at TV-like scale, with optional category exclusivity, at a higher cost. First Impression Ads, now in US testing, places an advertiser's promotion in the first position in users' Feed, with one brand per day. Meta is also expanding Reels Trending Ads with 15 standard topics, including new Home & Garden and Spanish-language categories, and testing Aggregated View Time, which reports cumulative exposure for video ads over a chosen period.
- Meta's new teen limits have a loophole parents can't ignore
- Meta Just Climbed 12% in a Month: Take Profits, or Hold On for the Ride?
Meta Platforms stock is up 12% over the past month to $742.11, outpacing Microsoft, Alphabet, and the XLK and QQQ tech funds, driven by its new AI model Muse Wonder, released on October 13. CEO Mark Zuckerberg also publicly committed to continuing AI capital spending at scale. The article notes that this spending is funded by advertising, so the model's value depends on whether it lifts engagement and ad pricing. Over the same period, Microsoft rose 7% to $540.40, Alphabet gained 0.3% to $350.35, and XLK and QQQ each rose about 2%. The article frames the choice for holders as taking profits after the rally or holding for a longer AI-driven growth story.
- Ticker : Florida wins ruling for kid social media use
- Social Buzz: Wallstreetbets Stocks Mostly Advancing Pre-Bell Wednesday; Super Micro Computer, SpaceX to Open Higher
Related markets
Latest news
- CoreWeave debt tumbles anew as Korean neocloud IPO tanks
CoreWeave's debt fell again on October 20 as investors reacted poorly to the public-market debut of Elice Group, a South Korean cloud company often called the South Korean equivalent of CoreWeave. Despite being almost 400 times oversubscribed and pricing at the top of its range, Elice's shares plunged over 32% in their KOSDAQ debut. The article says this is another sign that the neocloud business model might be broken. Elice locked in its IPO pricing on October 6, a day before macro anxiety and capex concerns.
- The bull case for CoreWeave as GPU demand surges
In the Loop host Ejaaz Ahamadeen makes the bull case for CoreWeave (CRWV), arguing that demand is pushing secondhand GPU prices higher. He cites comments from Amazon CEO Andy Jassy on demand for AI infrastructure and says AI capex differs from the dotcom era because buyers are willing to pay premiums. According to the host, secondhand GPU prices are at their highest ever, with older GPUs now worth twice their original price despite being 5 to 10 years old. He also argues CoreWeave's financing is not siloed, since customers such as Microsoft, Meta and Google can obtain attractive financing rates. He cites Elon Musk saying talks to buy compute from neoclouds have been the hardest ever, which the host attributes to providers having already pre-sold capacity at higher premiums.
- Where is Optimus? Key questions for Tesla earnings.
Hosts of The 8:30 preview Tesla's (TSLA) earnings report, where investors want updates on the Optimus robot, robotaxi expansion beyond Austin and SF, and capital expenditure. The key figures cited are revenue of $28.13 billion and EPS of 44 cents. Tesla announced capex of about $25 billion last quarter, and the hosts question whether it will go higher. The stock rose only about 1.7% this morning despite news of a possible SpaceX merger, and is still down 17% year to date after a strong rebound from its lows.
- SpaceX stock soars to its best day in two months while space peers climb out of a 26% hole
SpaceX (SPCX) opened with its biggest gain since its June debut and is on pace for its best day in two months. The rally follows third-quarter revenue and profit that beat Wall Street estimates, with the AI business now generating nearly half of sales. CEO Elon Musk said SpaceX and Tesla (TSLA) have each formed committees to study a merger. Through Tuesday, SpaceX was down just 2% in October, versus a drop of about 26% for the typical newer space stock. Chris Versace of Tematica Research said the planned $35B to $40B of fourth-quarter spending implies higher capex than the market expected, though it is backed by a $63B backlog, and up to 1.3 billion shares unlock on Thursday.
- Super Micro Soars 12% as Preliminary Revenue Blows Past Guidance on “Increased Demand for AI Platforms”
Super Micro (SMCI) jumped 12% after saying preliminary fiscal first-quarter revenue would be $18.5 billion to $19.5 billion, well above its earlier guidance of $14.5 billion to $15.5 billion. It also expects gross margin of 12.0% to 12.5%, above the 10.4% to 10.8% it had guided, which the article says matters more for earnings. Dell, HPE and Vertiv also gained, and Amkor rose after a $1.3 billion investment in South Korea. However, Super Micro burned nearly $7 billion of free cash flow last fiscal year, so its November 3 earnings call needs to show the bigger quarter turning into cash. The figures are preliminary and unaudited.
- Meta earnings preview: CapEx and Muse are in the spotlight
The 8:30 hosts preview Meta's (META) earnings report due tonight, highlighting capital spending and adoption of its Muse AI agent, including downloads and retention, as the two main items analysts will watch. Capex for the quarter is cited at about $41 billion. Consensus expectations are EPS of $3.56 and revenue of $63.3 billion. Options now imply a one-day move of about 6.6%, up from about 3.2% earlier. The stock surged after the Muse news but has since drifted lower along with the broader AI trade.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.