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Meta's massive artificial intelligence outlays and adoption of its Muse personal assistant will be in focus when it reports third-quarter results on Wednesday, as the social media firm seeks to show that its AI investments can sustain growth. The company (META.O) has rolled out several AI products and services targeting businesses as CEO Mark Zuckerberg looks to create a new revenue stream beyond advertising to compete better in the AI race with OpenAI and Anthropic.
Positive reception for Meta's Muse assistant, which offers subscriptions, and its latest AI models have boosted investor confidence in the company's AI strategy, as Meta commits hundreds of billions of dollars to expanding its AI infrastructure
"Recent AI launches have strengthened confidence in the company's AI execution," BofA Global Research analysts said, adding that its survey also suggests healthy ad demand in the quarter
Analysts estimate Meta's capital expenditure more than doubled to $41.68 billion in the September quarter, according to Visible Alpha data
The rising spending had squeezed its free cash flow in the second quarter, and analysts expect it to report a cash burn of $8.52 billion in the third quarter
Morgan Stanley analysts raised their earnings estimates for 2027 and 2028 for Meta despite higher spending, citing stronger ad growth and the potential for new AI products to generate additional revenue
Wall Street expects Meta to report a decline of about 17% in net income to $15.44 billion, according to data compiled by LSEG. Meta is set to report revenue growth of 23.8% to $63.42 billion, slowing from about 28% in the previous quarter amid intense competition from Google and TikTok Shares of the company have gained about 7% this year, underperforming a roughly 12% rise in the benchmark S&P 500
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President Donald Trump's approval rating fell to a record low as Americans worried about high gasoline prices and appeared ready to punish his Republican Party in the November 3 congressional elections, according to a Reuters/Ipsos poll that closed on Monday.
Some 31% of Americans approve of Trump's performance in office, down a percentage point from two weeks earlier and the lowest level in either of his presidential terms, the four-day poll showed.
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The AI-financing question meets its first earnings verdicts this week. Friday's rout repriced the cost of funding the AI buildout — CoreWeave, the cloud provider whose major holders include Nvidia, fell hardest, with its bond yields briefly touching 15% — while demand evidence stood untouched. A fresh DeepSeek model added the efficiency leg overnight, and reports of slowing revenue growth at Anthropic added a third leg. Netflix opens the earnings week on Tuesday; Tesla, Meta, and IBM follow on Wednesday, with roughly 15% of the S&P 500 reporting across the week and more than 70 companies on the full roster. Market impact: commentary on capex returns and on funding cost, more than any EPS line, decides whether Friday's repricing extends. Meta's spending plan and Tesla's automotive margin carry the heaviest weight.
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Brazil repriced an election in a single night. Lula completed his comeback with 51.8% of Sunday's runoff vote, the defeated camp demands annulment, and the Brazil ETF fell more than 18% overnight as the deregulation trade unwound. Markets forgive many results; a fiscal mandate
The heaviest week of earnings season opens today: roughly a third of the S&P 500 reports, the Federal Reserve decides on Wednesday, and Microsoft and Alphabet print that same evening. Meta fell 7% after last week's report, and the market plainly punished spending that outran cash
Brent settled Friday at $116.72, its highest weekly close in four years, and headlines retired nearly $7 of that premium before Monday's open. No strike on Sunday, mediators in Tehran — diplomacy moved the price. No barrel, no loading, no inventory changed. Premiums that
Britain's competition regulator said on Tuesday it was seeking to loosen Apple's grip on contactless payments by proposing that the company lower fees and remove technical barriers, helping rival services compete with Apple Pay. The Competition and Markets Authority said its
Meta's massive artificial intelligence outlays and adoption of its Muse personal assistant will be in focus when it reports third-quarter results on Wednesday, as the social media firm seeks to show that its AI investments can sustain growth. The company (META.O) has rolled out
President Donald Trump's approval rating fell to a record low as Americans worried about high gasoline prices and appeared ready to punish his Republican Party in the November 3 congressional elections, according to a Reuters/Ipsos poll that closed on Monday.
Some 31% of
The AI-financing question meets its first earnings verdicts this week. Friday's rout repriced the cost of funding the AI buildout — CoreWeave, the cloud provider whose major holders include Nvidia, fell hardest, with its bond yields briefly touching 15% — while demand evidence
The parliament in Greenland unanimously adopted a resolution to ban deep-sea exploration and mining. Legislation is expected to be drafted and passed by spring 2027. The vote took place the day after U.S. President Donald Trump announced the beginning of "massive oil, gas and
Protests over living costs, unaffordable housing and education spread throughout Europe over the weekend. Clashes broke out in Milan, Brussels, Liege and other cities, while the Albanian capital of Tirana saw its sixth day of anti-government demonstrations on Sunday. European
