D
META (Minutes: No 2027 Capex guidance; racing to build compute capacity in the next two years.
Meta 2Q26 Earnings call
Conference MinutesMeta/Facebook
METLIFE INC PRF SERIE 'A' FLOATING RATE USD25
MET-A20.9300.14% ( +0.030 )
METLIFE INC PRF SERIE 'A' FLOATING RATE USD25 (MET-A)
- Open
- 20.930
- High
- 20.978
- Low
- 20.850
- Prev. Close
- 20.900
- Volume
- 13.10K
- Turnover
- 273.74K
- Avg Price
- 20.893
- Bid/Ask Ratio
- --
- Amplitude
- 0.61%
- 52wk High
- 23.255
- Volume Ratio
- 0.66
- Turnover Ratio
- --
News
Posts
View MoreBullish vs. Bearish — Last 3 Months
5 followers · 0 opinions
▲Bullish50%
50%Bearish▼
- D
Single-track strategy limits Meta AI's imagination
Hi everyone, this is Dolphin Research! $Meta Platforms(META.US) Q1 itself was not the problem; the issue is that the new guidance failed to ease fears of margin erosion. That diverged from pre-earnings chatter about tighter cost controls, which had led investors to expect spending cuts.
At bottom, investors are again losing patience because there is still no visible second growth curve to monetize the AI story. Specifically, we note:1) No spending pullback; more investment ahead. META raised full-year Capex guidance by $10bn to $125–145bn, driven by higher prices for memory and other components...
+15
Meta/FacebookFinancial Analysis - D
U Surges on Strong Results; META Doubles Down on AI Race | Daily News Recap
0327 | Dolphin Research Focus: 🐬 Macro/Industry. Trump said on Thu, Mar 26 on social media that, at Iran's request, planned strikes on Iran's energy facilities would be pushed back 10 days to 8pm ET on Apr 6.
He had earlier moved the 48-hour ultimatum issued on Mar 21 out by five days to Mar 27. Iran denied making a direct request, saying there had only been indirect information exchanges, per today's headlines.
Given the current setup, a substantive agreement before Apr 6 looks unlikely. Even after the extension, military escalation could still resume, and the geopolitical risk premium has not fully cleared...
Today’s Key News Recap
