2026-01-29
You still have doofus accounts on here throwing a fit b/c META is InCINeRaTInG ProFiTS. Yeah, but at least they are showing eye-popping topline growth...AND at their scale, which is literally the entire point of investing in tech. Can't say the same for too many businesses!
Bloomberg
Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs
Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
You still have doofus accounts on here throwing a fit b/c META is InCINeRaTInG ProFiTS. Yeah, but at least they are showing eye-popping topline growth...AND at their scale, which is literally the entire point of investing in tech. Can't say the same for too many businesses!
Meta
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
2025-10-29
Wait, why wasn't NVDA up 50% today?
Bloomberg
After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips
Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …