Wolfe Research on Meta Platforms Inc. (META), 'we expect a beat on both top and bottom lines'

Benchmark Upgrades Meta Platforms Inc. (META) to Buy

Benchmark analyst Mark Zgutowicz upgraded Meta Platforms Inc. (NASDAQ: META) from Hold to Buy with a price target of $820.00.

For an analyst ratings summary and ratings history on Meta Platforms Inc.... More

Meta Platforms Inc. (META) PT Raised to $800 at Raymond James

Raymond James analyst Josh Beck raised the price target on Meta Platforms Inc. (NASDAQ: META) to $800.00 (from $725.00) while maintaining a Strong Buy rating.

The analyst comments "The Call: Reiterate Strong Buy on META as commentary pointed towards a Big Year of AI... More

Meta Platforms (META) call put ratio 2 calls to 1 put into quarter results and outlook

Meta Platforms (NASDAQ: META) January 31 weekly call option implied volatility is at 99, February is at 46; compared to its 52-week range of 25 to 53 into the expected release of quarter results after the bell on January 29.

RBC on DeepSeek Implications for Internet Stocks: 'When Models Compete, Applications Win'

RBC Capital analyst Brad Erickson weighs in on DeepSeek implications for internet stocks.

The analyst commented: "As we, investors and the world try to make sense of the DeepSeek whirlwind, a few observations at this still, (very) early point in the debate: The paradigm of LLM moats may have to be rethought (again); maybe there actually is a point of too much investment after all and this is that point; DeepSeek's efficiency breakthroughs may ultimately wind up somewhat less disruptive than it might initially seem with the U.S. tech titans unlikely to go quietly into the night... More

Apple "well-positioned" to benefit from AI despite DeepSeek emergence, Baird says

Investing.com - Apple (NASDAQ: AAPL) is less exposed to the emergence of DeepSeek's artificial intelligence model than its other Big Tech rivals who have invested heavily in building out their AI capabilities, according to analysts at Baird.

In a note to clients, the analysts argued that the iPhone maker, as a "leading" manufacturer of consumer-facing products, is "well-positioned" to benefit from so-called generative AI "without spending tens of billions of dollars on [large language models] or... More

DeepSeek suggests AI training costs could fall "substantially" - Morgan Stanley

Investing.com - The emergence of Chinese start-up DeepSeek's cut-price artificial intelligence model suggests the expenses related to training similar models is set to decline "substantially", according to analysts at Morgan Stanley (NYSE: MS).

Relatively unknown until Monday, Hangzhou-based DeepSeek roiled global markets after it introduced a free new chatbot it says can rival the likes of OpenAI's ChatGPT, albeit with less data and at a fraction of the cost.

The firm... More

These ad stocks could benefit from lower-cost AI models like DeepSeek: BofA

BofA Securities analysts have flagged the potential for lower-cost AI models, like the one developed by the Chinese startup DeepSeek, to benefit advertising-focused companies.

DeepSeeks R1 model, which costs a fraction of the billions typically required to build such systems, offers a competitive alternative to high-cost AI platforms.

This shift could lead to notable cost reductions for businesses heavily reliant on AI-powered cloud services, particularly within the advertising and consumer app industries.

DeepSeek's R1 model demonstrates advanced capabilities, ranking... More

Citi on Meta Platforms Inc. (META): 'DeepSeek R1 Should Lead to Greater GenAI Product Cadence and Potentially Faster ROI'

Citi analyst Ronald Josey reiterated a Buy rating and $753.00 price target on Meta Platforms Inc. (NASDAQ: META).

The analyst comments "Following the launch of DeepSeeks open-source R1 model and given performance relatively on par with other major models (like Gemini & ChatGPT 4o), but... More

Nasdaq futures up after sell-off; Nvidia rises after-hours - what's moving markets

Investing.com - Nasdaq futures inched up on Tuesday, after a steep sell-off in technology stocks in the prior session that stemmed from concerns over the impact of the success of Chinese firm DeepSeeks low-cost AI model on Big Tech spending plans. Shares in Nvidia (NASDAQ: NVDA) edged higher in extended hours trading after the AI-darlings stock price plummeted on Monday. Elsewhere, OpenAI CEO Sam Altman speaks out on DeepSeeks model, calling it "impressive".

1. Nasdaq futures point higher after China AI model sparks steep sell-off

Meta Platforms (META) call put ratio 1.7 calls to 1 put into quarter results

Meta Platforms (NASDAQ: META) January 31 weekly 660 straddle priced for movement of 7.5% into the expected release of quarter results after the bell on January 29.

Stifel Details How They See DeepSeek Playing Out

Stifel Details How They See DeepSeek Playing Out

The Stifel Vice President of Tech Sector Erik Rasmussen comments "How do we see this playing... More

Jefferies on DeepSeek: 'AI Investment Should Continue'

Jefferies on DeepSeek: 'AI Investment Should Continue'

The analyst, Saree Boroditsky, comments "pressured AI-exposed industrial stocks within our coverage (VRT, APH). Industry commentary suggests that the reported gains could have been exaggerated, though we would anticipate efficiency concerns to continue impacting near-term sentiment. What's New. The advances and claims made by DeepSeek have raised questions about the computing power required to develop AI systems and thus impacting demand for companies in our coverage (largely VRT / APH, TEL to a... More

Active options: META MU MSTR GOOGL BABA SMCI MSFT MARA ORCL CORZ INTC

Active options: META MU MSTR GOOGL BABA SMCI MSFT MARA ORCL CORZ INTC

BofA on DeepSeek: 'Lower model training costs could aid cloud customers'

BofA on DeepSeek: 'Lower model training costs could aid cloud customers'

The analyst comments "AI investment for expected model training needs has driven significantly higher capex spending; for 2025E, we est. expected capex for the cloud sector increased 55% since 4Q23 (see latest cloud recap report) and Meta recently announced its plans for $60bn- $65bn in 25... More

Meta shares edge higher; could DeepSeek have violated Meta's policies?

Investing.com -- Shares of Meta Platforms ticked up 0.6% as the market responded to commentary from Stifel analyst Mark Kelley. The slight increase in stock price follows Kelley's insights on the potential implications of Meta's open source models, specifically regarding the Llama models and their use by DeepSeek.

Kelley highlighted reports that DeepSeek refined its technology using Meta's Llama models, which could be a policy... More

JMP starts coverage on towers stock with 'marketperform' rating amid AI boom

Investing.com -- JMP Securities initiated coverage on digital infrastructure companies on AI related spending boom.

Over the next five years, over $1 trillion in investments is expected, driven by AI, cloud computing, and edge computing, with potential for applications yet to be conceived. This spending surge, fueled by hyperscalers and emerging players, is expected to lead to positive estimate revisions and multiple expansions across the... More

ING on DeepSeek: 'Although the alarm bells are ringing for the 'Magnificent 7' today, things could turn quickly'

ING on DeepSeek: 'Although the alarm bells are ringing for the 'Magnificent 7' today, things could turn quickly'

ING analyst Jan Slijkerman, Senior Strategist, comments "Nasdaq futures have briefly been off by more than 4% this Monday. Should the index close down by that magnitude today, it would mark the largest one-day sell-off since September 2022. We have not seen that kind of a sell-off in tech stocks since then, which reflects the conviction held by most investors for nearly two years that the 'Magnificent 7', the likes of Microsoft, Alphabet and Meta, would deliver. Some buy-side investor surveys point to... More

Mizuho on DeepSeek: 'Last week traders LOVED ALL THE SPENDING AND BUILD-OUT and today they can’t sell those long positions fast enough just on unconfirmed China claims on super low training costs'

Mizuho on DeepSeek: 'Last week traders LOVED ALL THE SPENDING AND BUILD-OUT and today they cant sell those long positions fast enough just on unconfirmed China claims on super low training costs'

The analyst comments "I AM NOT RUSHING TO SELL THIS PANIC personally. Would I rush to buy dips out of the gate? Probably not. When AI trade and narrative is this crowded and up this much, the damage could take a while to fully play out. And I am also... More

Wells Fargo on DeepSeek: 'the market is always going to market, but if you can discern away from the screens and price action and see the forest from the trees here, I think this is all bullish'

Wells Fargo: 'the market is always going to market, but if you can discern away from the screens and price action and see the forest from the trees here, I think this is all bullish on the forward'.

The analyst comments "I want to again reiterate my view here no, I am not panicked by the price action on the board already. Investors are notoriously a finicky and panicky bunch, and there are risk limit triggers in the current market structure and general psychological fears that will dominate the flows today. If you can get look past the screens,... More

Why DeepSeek is 'unexpected' positive for semicaps like AMAT, KLAC, LRCX

Investing.com -- AI-related stocks including those within the semiconductor space fell sharply in premarket trading Monday after Chinese AI startup DeepSeeks new AI model climbed to the top of Apples App Store rankings over the weekend, posing a clear challenge to more expensive models like OpenAI.

The open-source model, which investor Marc Andreessen described as one of the most amazing and impressive breakthroughs, is outperforming OpenAIs models at a fraction
of the cost, sparking questions about the massive investments in AI technology planned by companies such as Microsoft (NASDAQ: MSFT), Meta... More

DeepSeek's AI model is a 'minimal threat to AI revolution thesis': Dan Ives

Investing.com -- Wedbush analyst Dan Ives has dismissed concerns about the impact of DeepSeeks recent AI model on U.S. tech dominance, calling the market sell-off a golden buying opportunity. 

In a note, Ives emphasized that while DeepSeeks language model is impressive, it poses a minimal threat to the broader AI revolution being led by U.S. tech giants.

DeepSeek, a Chinese private tech company, recently... More

Keep buying this Magnificent 7 stock, Jefferies tells its clients

Jefferies analysts remain bullish on a popular Magnificent 7 stock, despite a strong recent performance.

The investment bank reiterated a Buy rating on Google owner Alphabet (NASDAQ: GOOGL), which has seen its shares rise 18% since the third-quarter earnings report, outperforming peers Meta Platforms (NASDAQ: META) and Microsoft (NASDAQ: MSFT).

But despite this stock surge, Jefferies analysts view Googles valuation as reasonable, with expectations for Alphabet's continued... More

Super Micro, Dell stocks tumble on DeepSeek AI model concerns

Investing.com -- Shares of Super Micro (NASDAQ: SMCI) fell sharply by 10% in pre-open trading Monday amid investor concerns over the potential impact of a new AI model introduced by China-based startup DeepSeek. Dell (NYSE: DELL) also saw its shares decline by 7%, as the new AI model is believed to require less investment in AI infrastructure, potentially affecting demand for AI... More

Needham Reiterates Underperform Rating on Meta Platforms Inc. (META)

Needham analyst Laura Martin reiterated an Underperform rating on Meta Platforms Inc. (NASDAQ: META).

The analyst commented: "We raise our META estimates, based on our interviews with 20 CEOs at CES and at the Needham Growth Conference, during January.

Based on our... More

BofA Securities Reiterates Buy Rating on Meta Platforms Inc. (META)

BofA Securities analyst Justin Post reiterated a Buy rating and $710.00 price target on Meta Platforms Inc. (NASDAQ: META)

The analyst comments "We think Metas Al-driven ad improvements still have several quarters to play out and for 2025 we see strong drivers of growth, including:... More

JMP Securities Reiterates Market Outperform Rating on Meta Platforms Inc. (META)

JMP Securities analyst Andrew Boone reiterated a Market Outperform rating and $750.00 price target on Meta Platforms Inc. (NASDAQ: META).

The analyst commented, We expect Meta to report beat-and-raise 4Q24 earnings as we believe AI tailwinds continue to benefit engagement and monetization, though... More

Evercore ISI Reiterates Outperform Rating on Meta Platforms Inc. (META)

Evercore ISI analyst Mark Mahaney reiterated an Outperform rating and $700.00 price target on Meta Platforms Inc. (NASDAQ: META)

The analyst comments "Our View: We believe META will likely print a Modest Beat & Bracket Quarter. We view the Streets Q4 Revenue estimate (+17% Y/Y and +16% Q/Q) as reasonable, with slightly more upside vs. downside variance, given 1) our ad channel checks suggesting a consistently strong overall Internet Ad environment; 2) particularly positive channel checks on demand and ROAS trends at... More

JMP: 4Q24 digital advertising preview

JMP Securities analyst Andrew Boone provided a 4Q24 preview for digital advertising earnings.

The analyst commented, We are broadly positive into 4Q24 digital advertising earnings as we believe the advertising environment is healthy, driven by positive consumer spending over the holiday period, the contribution of political ad spend, and... More

Nvidia shares slide 5% as China’s DeepSeek sparks questions over AI-related capex

Investing.com-- NVIDIA Corporation (NASDAQ: NVDA) shares fell over 5% in 24 hour markets, RobinHood data showed on Sunday evening, amid growing questions over the need for major capital spending on artificial intelligence after the release of Chinas DeepSeek.

Nvidia slid 5.2% to an indicated $135.20, RobinHood data showed, with shares extending a 3.2% loss from Friday.

The AI... More

Meta to test ads on Threads in US and Japan

(Reuters) - Meta Platforms will begin test launching ads on its social media platform Threads with a few brands in the U.S. and Japan, it said on Friday, as the app hits over 300 million monthly active users.

During early testing starting Friday, image ads will appear in the Threads home feed, placed between content posts for a small percentage of users, Meta said in a blog.

The social media giant said it will monitor the... More

Citi Reiterates Buy Rating on Meta Platforms Inc. (META), PT $753, 'remains our Top Pick'

Citi analyst Ronald Josey reiterated a Buy rating and $753.00 price target on Meta Platforms Inc. (NASDAQ: META).

The analyst comments "Earlier today, CEO Zuckerberg posted that Meta plans to invest $60-$65B in CapEx in 25E to support the companys product... More

Meta Platforms (META) Begins Testing Ads In Threads - Bloomberg

Meta Platforms (NASDAQ: META) Begins Testing Ads In Threads - Bloomberg

Meta to spend up to $65 billion this year to power AI goals, Zuckerberg says

By Jaspreet Singh

(Reuters) -Meta Platforms plans to spend as much as $65 billion this year to expand its AI infrastructure, CEO Mark Zuckerberg said on Friday, aiming to bolster the company's position against rivals OpenAI and Google in the race to dominate the technology.

As part of the investment, Meta will ramp up hiring for artificial intelligence roles and build a more than 2-gigawatt data center that would be large enough to cover a significant part of Manhattan.

The company among the top buyers of Nvidia's sought-after AI chips aims to end the year with over 1.3 million... More

Meta Platforms (META) Sees 2025 Capex $60B To $65B, Est. $51.31B

(Updated - January 24, 2025 9:06 AM EST)

Mark Zuckerberg: Meta (META) Planning To Invest $60B-65B In Capex 2025 - Bloomberg

Post from Mark Zuckerberg:

"This will... More

Truist: 'Meta Platforms Inc. (META) Remains One of our Favorite Names Entering 2025'

Truist Securities analyst Youssef Squali reiterated a Buy rating and $700.00 price target on Meta Platforms Inc. (NASDAQ: META).

The analyst commented: "We remain constructive on META into earnings (1/29) expecting results at the higherend of guidance of $45-$48B for revenue/in line with consensus of ~$47B (+17% Y/Y). Metas AI investments... More

NextEra says Iowa nuclear plant restart could come as soon as the end of 2028

Investing.com - Nextera Energy (NYSE: NEE) has said it is making progress in evaluating the recommissioning of its Duane Arnold nuclear power plant in Iowa and could restart operations at the location by the end of 2028, the company said on Friday.

A surge in demand for power needed to support the data centers that underpin the development of artificial intelligence has recently bolstered the electric utility industry.

The trend has subsequently supported a rebound in the nuclear industry after a period of weak economics and worries around safety... More