Microsoft

AI Expansion Driven by Microsoft and Meta Deals with Nebius

CES 2026: A Look at the Smart Glasses Supply Chain Ahead of Mass Adoption

Meta Platforms trades at a 36% discount to hyperscaler peers despite strong stock performance.

Amazon.com

Oracle

Apple

Alphabet C

Preparing for the Unknown: My 2026 Outlook and the Mag 7 Trade

Nvidia

Nvidia and Meta Platforms: Top AI Stocks to Beat the Market in 2026

Catalyst<ul> <li>Recent Bullish Engulfing and Long Upper Shadow signals suggest potential momentum in the stock.</li> <li>Most analysts rate META Buy or Strong Buy, indicating strong institutional optimism.</li> <li>The company maintains robust cash reserves and profitability metrics relative to market value.</li></ul>Risk<ul> <li>A recent MACD Death Cross signal indicates a bearish bias for the stock.</li> <li>Large and medium fund flows show negative net outflows, signaling reduced institutional confidence.</li></ul>

Key Factors

Meta announced a major strategic pivot to AI infrastructure through the launch of Meta Compute, aiming to build tens of gigawatts of data center capacity by 2030.The company is redirecting resources from its loss-making metaverse division, including cutting 1,500 jobs in Reality Labs and shutting down VR studios.Meta's AI infrastructure push includes partnerships with Nebius and Oklo, with the latter securing a $3 billion deal for a long-term power supply to support its data centers.Instagram expanded AI-powered reel translations to five additional Indian languages to improve content accessibility for creators and viewers.Meta is increasing its focus on AI-driven ad technology, with Q3 2025 showing a 26% YoY revenue growth, driven by improved AI ranking systems boosting ad relevance and effectiveness.

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