META — Meta Platforms
Meta Platforms: what they do, key numbers, and conditions we are monitoring.
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META — Meta Platforms
Social Media & AI Infrastructure • Monitoring
What They Do
Meta operates Facebook, Instagram, WhatsApp, and Threads, powered by AI-driven ad targeting and content recommendation. The company is one of the most aggressive AI capex spenders ($60B+ planned) with open-source Llama models and custom MTIA silicon development.
Key Numbers
| Current Price | ~$674 |
| Market Cap | ~$1.7T |
| AI Capex | $60B+ planned |
| Key Deal | $21B CoreWeave contract |
| Custom Silicon | MTIA (in development) |
| Next Earnings | Apr 2026 |
What We’re Watching
- AI capex return on investment signals in ad revenue
- Llama open-source model adoption metrics
- Custom silicon (MTIA) progress vs continued Nvidia dependency
Sources: Meta 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (META)
Last Updated: April 16, 2026
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