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All articles tagged with #meta platforms

Guardrails stripped in minutes: open-source AI yields dangerous outputs
technology2 days ago

Guardrails stripped in minutes: open-source AI yields dangerous outputs

FT and AI safety researchers found that tools like Heretic can remove safety guardrails from open-source AI models (e.g., Meta’s Llama 3.3) in minutes, enabling dangerous prompts about biological weapons, malware, and child exploitation; Google’s Gemma models were also shown to produce unsafe results. The spread of modified models complicates regulation and highlights risks as decensored versions become widely accessible beyond their original developers.

via Financial Times|
#ai-safety#artificial-intelligence#google-llc
Megacap AI Leaders Set the Pace for 2026 Growth
business20 days ago

Megacap AI Leaders Set the Pace for 2026 Growth

Megacaps Alphabet and Meta Platforms are framed as the best AI growth bets for 2026: Alphabet leverages Gemini-driven search improvements, rapid Google Cloud expansion, and a chip/data-center backbone to push AI-enabled revenue higher, while Meta’s AI stack (GEM, Spark) and ongoing chip/datacenter investments are boosting ad impressions and pricing. With solid margins and favorable forward valuations (Alphabet around 29x, Meta around 20x), the article argues these giants offer long‑term AI upside despite near-term ad-cycle volatility.

via The Motley Fool|
#ai#alphabet#business
Meta-Funded Scale AI Secures $500M Pentagon AI Deal
technology20 days ago

Meta-Funded Scale AI Secures $500M Pentagon AI Deal

Meta-backed Scale AI won a $500 million Pentagon contract to help the U.S. military process data and inform decision-making, a fivefold jump from its $100 million deal in 2025, signaling the Pentagon’s accelerating adoption of AI; Scale is tied to Meta through a 49% stake and participates in AI initiatives like the Defense Innovation Unit’s Thunderforge program.

via TipRanks|
#artificial-intelligence#defense#meta-platforms
Alphabet Leads Mixed Mega-Cap Earnings Night as Peers Slip
business26 days ago

Alphabet Leads Mixed Mega-Cap Earnings Night as Peers Slip

Four Magnificent Seven members reported earnings: Alphabet beat on revenue but missed a penny of adjusted EPS, while Microsoft, Amazon and Meta fell on the day as investors weighed the AI-capex boom against near-term earnings. All four raised 2026 capex guidance, underscoring persistent AI infrastructure spending. Cloud results were strong across the board—Microsoft Azure near 40% growth, Amazon Web Services up 28%, and Alphabet’s Google Cloud up about 63% with a $460 billion backlog—yet Meta faced a user decline and potential costs tied to youth-safety lawsuits. Alphabet’s roughly 8% stock rise led while Microsoft (-5%), Amazon (-~1.7%), and Meta (-~9%) declined, reflecting a market willing to reward AI-driven growth even as earnings volatility remains.

via The Motley Fool|
#alphabet#amazon#business
China’s NDRC flexes new regulatory power, orders Meta to unwind Manus AI deal
technology28 days ago

China’s NDRC flexes new regulatory power, orders Meta to unwind Manus AI deal

China’s National Development and Reform Commission has ordered Meta to unwind its $2 billion Manus AI acquisition, signaling Beijing’s expanded use of the NDRC as a central regulator over security-sensitive tech and marking a new phase in China’s tech governance akin to a domestic CFIUS, with broader implications for cross-border deals, supply chains and AI strategy amid US-China tensions.

via Financial Times|
#artificial-intelligence#chinese-politics-and-policy#meta-platforms
Meta’s Q1 Preview: Hold Maintained as AI Push Faces a Massive Capex Burden
business28 days ago

Meta’s Q1 Preview: Hold Maintained as AI Push Faces a Massive Capex Burden

Benchmark analyst Mark Zgutowicz reiterates a Hold on Meta ahead of its Q1 results, noting solid execution but signaling a reset in long‑term spending as Meta trims costs (10% headcount reduction and 6,000 roles) and faces more than $750 billion in CapEx over the next five years. Meta’s AI-driven ad engine Advantage+ is contributing about $60 billion in annualized ad revenue (roughly 30% of total ad revenue), yet investors will want clarity on how these investments translate to long‑term growth and margins. Despite the spend, Wall Street shows a Strong Buy consensus with a target around $854.46 per share, implying roughly 27% upside.

via TipRanks|
#ai#business#capital-expenditures
Meta Earnings: A Low-Risk Options Play Ahead
markets28 days ago

Meta Earnings: A Low-Risk Options Play Ahead

Ahead of Meta's earnings, fundamentals look solid with ad-pricing improvements driving roughly 30% year-over-year revenue growth, but the chart is mixed around the 150-day moving average. The options market prices in about a 7.5% move post-announcement, with notable buying in 620–675 strike calls. The suggested approach is a call spread risk reversal: sell 625 puts and 750 calls to finance buying 680 at-the-money calls. This lowers risk and caps upside (roughly 8%), while historically delivering a higher win rate (around 29% annualized) compared with buying the stock or near-term calls. Buying Meta stock into earnings has been a coin flip with modest average gains; the spread strategy aims for better risk-adjusted returns.

via CNBC|
#call-spread#earnings#markets
Meta Raises Quest Headset Prices to Offset Memory-Chip Costs
market-news1 month ago

Meta Raises Quest Headset Prices to Offset Memory-Chip Costs

Meta Platforms is raising prices on its Quest VR headsets to offset higher memory-chip costs, boosting the 128GB model from $299 to $349, the 256GB model from $399 to $449, and the 512GB Quest 3 from $499 to $599. The move comes as the company has shifted away from its Metaverse ambitions toward AI, with analysts maintaining a Strong Buy rating on META and a target suggesting upside of about 35%.

via TipRanks|
#market-news#memory-chips#meta-platforms
S&P 500 Clears 7,000 on Optimism Over Middle East Developments
markets1 month ago

S&P 500 Clears 7,000 on Optimism Over Middle East Developments

Stocks rose as investors priced in optimism about U.S.-Iran talks, with the S&P 500 near a fresh high around 7,000 as tech names led the Nasdaq higher after Broadcom disclosed a partnership with Meta. The Dow lagged, while bond yields moved higher overall and the two-year briefly slipped below 3.75% on expectations for a year-end rate cut. Oil traded higher, and the Empire State Manufacturing Index beat expectations, highlighting cautious optimism ahead of more earnings data and geopolitical updates.

via Seeking Alpha|
#broadcom#markets#meta-platforms