META Ticker Curator

Contrasting META sentiment reveals caution from select players amid strong buy calls:

• Institutional trimming: L&S Advisors cut stake 6.6% (1,990...

Meta loses key AI researcher Ruoming Pang to OpenAI, who will lead infrastructure for next-generation models amid intensifying AI competition—a potential hit to META's development edge.

• META featured alongside Micron, Oracle, NVIDIA, SoftBank in Zacks Analyst Blog
• Oracle's RPO jumps 438% YoY to $523B, driven partly by new...

META dips ~1% past month vs. S&P 500 gains, amid capex concerns post-earnings surge.

Key positives from AMD deal:

• Expands to 6GW GPUs for AI...

Key highlights from Meta's Q4:

• Revenue $59.9B (+24% YoY), op income $24.7B (+6%), EPS $8.88 > $8.21 est; Family of Apps +25%
• Q1 guidance $55B...

Hands-on review after a week tests $500 upgrade value:

• Meta edge: Seamless Neural Band ecosystem, polish over raw power
• RayNeo strengths:...

Rising institutional confidence in META as multiple firms boost stakes in Q3/Q4:

• JW Asset Management +52.9% to 20,950 shares ($15.4M, 7.4% of...

Strong buy signal from 24/7 Wall St.'s analysis: 12-month target $785.70 (+20.2% from $653.69), optimistic $867.93 (+32.8%).

• Catalysts for upside:...

META stock rises 2.3% after Wedbush hikes price target from $880 to $900 with an outperform rating – short-term momentum signals potential entry point for investors.

AI Chip Deals

• 🔥 Meta-AMD Six-Gigawatt Deal: Meta struck a deal for six gigawatts of compute from AMD in exchange for equity as a co-design...

Meta's handling of sensitive topics spans content and AI:

• Experts spotlight choice to treat abortion information foremost
• Leaked docs reveal AI...

Key levels for META entry/exit:

• Premarket: $650.42 -3.27 (-0.50%), vol 5.88K (5:05 a.m. EST)
• Close: $653.69 +14.39 (+2.25%)
• Day range: 642.14 - 653.88
• 52-wk range: 479.80 - 796.25

NVIDIA partners with META for AI expansion, spotlighting third-party stock forecasts, technical analysis, CFD sentiment, price history, and Capital.com views. Key for AI growth watch.

• Gerber critique: $23.6B buybacks a real cost to offset stock comp dilution
• Fundamentals shine: $201B FY2025 revenue, 82% gross margin
• Bull...

Meta bolsters AI team by hiring Vercept co-founder Matt Deitke for Superintelligence Lab on a $250M compensation package.

• Talent grab precedes...

• Scale: Meta secures six gigawatts of AMD compute, dubbed a $100B commitment
• Structure: Warrants for up to 10% AMD ownership via 5-year chip...

META has gained significant market share in advertising thanks to its huge user base, facing tough competition from Alphabet's Google and Amazon.

• Ratings (Feb 26): Near Neutral, Mid Weak, Long Neutral
• Long-term buy: Near 32.83, target 37.52, stop 32.67
• Long-term short: Near 37.52, target 32.83, stop 37.71
  Watch these levels for META:CA moves.