8legs: Meta platforms, inc.

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#1 out of 4

The Fed kept interest rates unchanged, with Powell noting the data-guided path remains key for the next move.
Powell cautioned against declaring inflation victory too soon as markets digest the statement.
Danaher slipped on earnings despite solid results, prompting questions about reallocation in the portfolio.
Starbucks rose as CEO Niccol's brand revival appears to be working.
Microsoft and Meta will be in focus after the bell for guidance on Azure growth and spending trends.
After-hours results from Tesla, Lam Research, and ServiceNow are anticipated alongside other megacaps.
The CNBC Investing Club notes a busy earnings day with several portfolio stocks reporting before and after the bell.
The update includes a reminder of trade rules for CNBC Investing Club members around timing of trades.
The article ties earnings of portfolio companies to broader market moves in the post-Fed landscape.
The report notes Meta and Microsoft earnings are key to gauging capital expenditure trends.

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#2 out of 4

Meta beat expectations in Q4 with $22.77B earnings and $59.89B revenue, up from a year ago.
Advertising strength supported total revenue growth despite higher costs tied to AI investments.
Meta expects elevated costs in 2026 due to infrastructure and AI pay scales.
The company guided Q1 revenue of roughly $53.5–$56.5 billion, above some estimates.
Meta ended the year with about 78,865 employees, up 6% from the prior year.
Shares rose to $741.88 in after-hours trading on the earnings news.
Analyst comments credit the results to Meta’s AI-driven strategy and ad performance.
Meta plans to invest heavily in AI experts amid higher compensation costs.
The article notes Meta is among the world’s dominant media companies amid AI investments.
The report cites investor optimism about Meta’s AI-driven growth plan.

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#3 out of 4

Rothschild & Co Redburn upgraded Meta to Buy and lifted the price target to $900, signaling confidence in META's long-term value.
The firm argues that higher costs could push 2026 earnings lower in the short term, but the upside remains compelling.
Rothschild advised investors to use any post-Q4 weakness to start building positions in META.
Separately, Stifel reduced META's price target to $785 from $875 but maintained a Buy rating.
Stifel's update came as part of Meta's Q4 digital advertising review.
META is described as a global technology company focusing on social media and digital platforms.
META includes services like Facebook, Instagram, and WhatsApp.
The article notes a potential comparison with AI stock upside amid market dynamics.
META’s current performance among major tech names is tracked in market data within the piece.

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#4 out of 4

Meta shares rose after reporting stronger-than-expected Q4 results and upbeat Q1 guidance.
Revenue reached $59.9 billion, up 24% year over year, with adjusted EPS of $8.88.
Advertising remained the engine, generating $58.1 billion in revenue.
Daily active people averaged 3.58 billion, reinforcing Meta's ad reach.
AI book of business exceeded $12.5 billion, with plans to stop reporting it separately.
Reality Labs posted an operating loss but costs are being trimmed.
First-quarter guidance predicted revenue between $53.5 billion and $56.5 billion.
Ongoing legal and regulatory risks in the U.S. and Europe exist alongside strong ad demand.
Management emphasized aggressive AI investment as a foundation for growth and platform dominance.

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