Meta stock drops as the Senate’s SCAM Act aims to tighten ad regulations, raising concerns for the company’s core revenue ...
META stock is up around 5% over the last eight days due to strong investor confidence ahead of its Q3 2025 earnings report. This investor optimism is fueled by expectations of strong AI-driven ...
My model estimates Meta's 2026 CapEx at $106–$119B, with a base case of $111B. Furthermore, after the $40B in non-cancelable third-party commitments, the company has $121B in non-cancelable ...
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