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.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.9T |
| Close on 10/14/2026 | 737.54 |
| Change that session | -3.27% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Data Center Buildout Now the Largest Financial Bet in U . S . History – Pagosa Daily Post News Events & Video for Pagosa Springs Colorado
According to Stateline, U.S. data center investment for AI has surpassed all past booms in scale and is crowding out more job-creating sectors. A Columbia Business School report by Stijn Van Nieuwerburgh estimates $10 trillion in investment, with an economic impact of nearly 4% of GDP, almost twice that of railroad expansion in the late 1800s. Many states that granted tax exemptions earlier are now pulling back, as Nevada trimmed abatements and will require data centers to cover energy and water costs. Over three years, Texas ($638 billion), Virginia ($249 billion), Ohio ($169 billion) and Georgia ($160 billion) are projected to see the largest costs, according to Industrial Info Resources. Data center construction value has more than doubled to $85 billion a year while other construction fell 8%, and the profitability of AI remains unproven.
- AI stocks lead rebound on Wall Street as European markets drop
- Meta Stock Extends Slide As Big Earnings Test Approaches
- META Stock Gets A Price Target Hike From Morgan Stanley – But Firm Flags Daily Active User Growth For Muse
Morgan Stanley reiterated its Overweight rating and raised its META price target to $820 from $775, according to CNBC, but flagged that Muse's daily active users are not growing as fast as its downloads. Muse is still drawing about 300,000 new U.S. downloads per day, while 14-day retention is around 20%. In fiscal Q2, Meta's revenue rose 28% year over year to $60.8 billion and its operating margin narrowed to 31% from 43%, with Q3 revenue guidance of $61 billion to $64 billion and full-year capex of $130 billion to $145 billion. META shares are up over 8% so far this year, trailing the roughly 12% gain in VTI and 18% in QQQ, while retail sentiment on Stocktwits remains bearish. Meta reports third-quarter results after the closing bell on Wednesday.
- This Week's Tech Earnings Could Be a 'Validation Moment' for the AI Trade
- Veteran Strategist Warns: Meta Skyrocketed Off-Balance-Sheet Financing by 17X, From “$35 Billion to $600 Billion”
Larry McDonald said on Bloomberg Surveillance that Meta has raised its off-balance-sheet financing from $35 billion to $600 billion to protect free cash flow, a 17x jump. Meta's filings show $279 billion of signed leases not yet started and $349 billion of non-cancelable commitments as of June 30, 2026, versus $85.1 billion of reported debt at the end of 2025. These obligations sit in footnotes until leases start or payments are made, locking in years of AI spending even as free cash flow fell below $1 billion in the June quarter. The article points to neocloud bonds and Oracle's cash burn as early warning signs, with Meta's third-quarter report on Oct. 21 as the next checkpoint.
Related markets
Latest news
- Zinc and lead prices surge, and one stock hits its ceiling price after 14 sessions with almost no trading
TMG shares of Kim loại màu Thái Nguyên (Vimico) rose 15% to VND 74,700 per share on 19/10, their highest level in over 7 months, although only 1,400 shares changed hands after 14 sessions with almost no trading. In Q3/2026, net revenue reached VND 443 billion (up 69%) and after-tax profit reached VND 67 billion, four times the year-earlier level, driven by higher prices for zinc ingots, lead concentrate and sulfuric acid. For the first nine months, after-tax profit reached VND 149 billion (up 187%), while total financial debt fell from VND 83 billion to VND 44 billion. TMG will pay a 2026 interim cash dividend at 30% (VND 3,000 per share), with a last registration date of 22/10/2026 and total payments of about VND 54 billion expected on 30/10/2026. Vimico holds 51% of charter capital and is expected to receive about VND 27.54 billion.
- More than US$1 billion set to flow into stocks: has the time to deploy arrived?
BSC (BIDV Securities) maintains that valuations across many sectors have become more attractive, making now a reasonable time to allocate to stocks for the medium to long term. Market-wide profits rose 50% year on year in Q2 2026, and BSC raised its 2026 profit growth forecast to 26% and expects 12% growth in 2027. The VN-Index's trailing 12-month P/E, excluding the Vingroup group, is 10.5x, while the 2027 forward P/E is about 9.5x, a discount of nearly 30% to the average. Liquidity remains the main bottleneck, though banking-system liquidity pressure has begun to ease and the probability of rate cuts in 2027 has risen. Foreign outflows are expected to ease, with about VND 33,000 billion (US$1.27 billion) of inflows from the market upgrade expected mainly in 2027.
- One securities firm's Q3 profit unexpectedly 'evaporates' by 98% year on year
CTCP Chứng khoán DSC (DSC) reported Q3/2026 operating revenue of nearly VND 161 billion, down 38%, leaving pre-tax profit at just VND 4.2 billion, down 98%. The main cause was proprietary trading: gains from selling FVTPL financial assets dropped over 99% to about VND 604 million, while revaluation losses reached VND 55 billion. Operating expenses rose 93% to VND 75 billion, and financial expenses climbed 67% to VND 69 billion, all of which was interest expense, while brokerage revenue fell 64% to VND 15 billion. For the first nine months, pre-tax profit reached VND 97 billion, down nearly 67%.
- Securities companies' update as of morning 20/10: Q3 financial reports pour in, and several major names unexpectedly report profit declines
As of the morning of 20/10, 31 securities companies had released their Q3/2026 financial statements with mixed results, and some saw profits drop 80-98% year on year. VIX reported Q3 pre-tax profit of about VND 192 billion, down 94%, as gains from selling FVTPL assets fell sharply, revaluation losses reached nearly VND 1,363 billion, and operating expenses rose to over VND 1,744 billion. BVSC's pre-tax profit was about VND 20 billion, down 80%, while ABS rose 552% to VND 376 billion, driven by FVTPL gains of nearly VND 412 billion. KIS edged up 2% to VND 248 billion on lower costs, while BMS and AIS swung to losses of over VND 63 billion and about VND 3 billion, respectively.
- Securities firm names 2 companies directly benefiting from proposed fertilizer export tax cut
MBS views the Ministry of Finance's proposal to cut export tariffs on urea, superphosphate and sulphate of potash (SOP) from 5% to 0% as a positive factor for the fertilizer sector, though the effective date has not yet been set. Đạm Cà Mau (DCM) is seen as the biggest beneficiary, with estimated savings of about VND 203 billion per year (9.2% of 2025 pre-tax profit), as urea accounted for about 59.7% of its sales volume in the first eight months of 2026. Đạm Phú Mỹ (DPM) is estimated to save about VND 93 billion per year (6.9%), a smaller benefit than DCM. LAS's benefit is limited, DDV does not benefit directly, and BFC could face cost pressure if domestic urea prices rise.
- Why Palantir Technologies Stock Rallied Today
Palantir Technologies (PLTR) shares rose sharply on Monday morning, reaching as much as 5.9% and still up 5.5% as of 12:19 p.m. ET. The catalyst was a new partnership with Knox Systems, a managed federal and Department of Defense cloud provider, which aims to help customers gain FedRAMP acceptance faster and deploy Palantir's data and AI platform in secure government environments. The article notes that concerns about AI adoption had weighed on the stock, which trades at 83 times next year's expected earnings. However, given Palantir's triple-digit profit growth, its PEG ratio is 0.5.
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.