Meta announced on Monday that it’s going to train its AI models on public content, such as posts and comments on Facebook and Instagram, in the EU after previously pausing its plans to do so in response to regulatory pressure due to to data privacy concerns. The company will start training its AI on users’ content in the EU this week, it said. Users’ interactions with Meta AI will also be used to train its models.The announcement comes after a limited version of Meta AI launched in the EU last month, well a ...

Meta Platforms (META) is leveraging AI to improve user engagement across its various platforms, including Facebook, Instagram, WhatsApp, Messenger and Threads. Last week, the company expanded AI features to its Ray-Ban Meta glasses in the United Kingdom. Meta Platforms hosts a data trove thanks to its more than 3.35 billion daily users. META’s staggering reach makes it one of the most important players in the digital advertising sales market, alongside Alphabet (GOOGL) and Snap (SNAP) . This is driving Meta ...

Seven years ago, Mark Zuckerberg, the chief executive of Meta, testified for the first time in Congress. After a two-week boot camp by his lawyers to prep him, he answered questions in three back-to-back-to-back hearings over two days in a baptism by fire.Mr. Zuckerberg, 40, has had even more practice since then. He has appeared before Congress eight times and testified in court at least twice, more than any of his peers at the biggest tech companies. He has defended his company, previously known as Faceboo ...

Market Overview - The stock market is currently experiencing volatility due to President Trump's tariffs on imports, raising concerns about corporate profits and the economy [1] - A 90-day pause on the initial tariff plan has been announced to allow for negotiations, but market volatility may continue until solutions are reached [1] Investment Opportunities - Despite market challenges, it is suggested that now is a good time to invest in high-quality companies as valuations are down [2] - Long-term holding of shares in these companies could lead to significant financial gains [2] Artificial Intelligence Sector - Companies in the artificial intelligence (AI) sector present strong buying opportunities as their stock prices have dropped recently, yet they are well-positioned for long-term growth [3] Nvidia - Nvidia is highlighted as a leading player in the AI space, known for its high-performance graphics processing units (GPUs) [4] - The company launched its new Blackwell architecture, generating $11 billion in revenue during its first quarter of commercialization due to high demand [4][6] - Nvidia's commitment to annual GPU updates and its expansion into quantum computing positions it favorably for future growth [5][6] - Currently trading at 23 times forward earnings estimates, Nvidia stock is considered a good investment opportunity [7] Meta Platforms - Meta Platforms, known for its popular social media applications, is also making significant investments in AI, aiming to integrate this technology into its core business [8] - The development of its large language model, Llama, is a key initiative, which is being created in an open-source manner to leverage external knowledge and talent [9] - Meta plans to monetize its AI investments by enhancing user engagement on its platforms, which could lead to increased advertising revenue [10] - Meta shares are currently trading at 21 times forward earnings estimates, presenting a low price point for potential long-term gains [11]

Core Viewpoint - Market volatility presents an opportunity for long-term investors to acquire undervalued growth stocks, particularly in the context of companies like Meta Platforms and The Trade Desk Group 1: Meta Platforms - Meta Platforms is experiencing strong growth driven by investments in artificial intelligence (AI), trading at a reasonable 24 times earnings [2][4] - The company has over 700 million monthly active users engaging with its Meta AI assistant, with expectations to reach 1 billion by 2025 [3] - In the previous year, Meta earned $62 billion in net income on $164 billion in revenue, reflecting a 22% growth in the top line [4] - Analysts project a 16% annualized earnings growth for Meta in the coming years, suggesting potential returns for current investors [5] Group 2: The Trade Desk - The Trade Desk is a leading digital ad-buying platform benefiting from a growing digital advertising market valued at $800 billion [6] - Despite a recent revenue miss, the company's competitive position remains strong, presenting a buying opportunity for investors [6] - The Trade Desk's revenue grew 26% to $2.4 billion in 2024, with a profit margin of 16% [8] - The connected TV ad market, projected to reach $46 billion by 2026, represents a significant growth opportunity for The Trade Desk [8] - Analysts expect revenue growth of 18% this year, with the current share price around $50 seen as a bargain [9]

Core Viewpoint - Meta Platforms' stock has seen a significant selloff recently, but the company is well-positioned to leverage opportunities in AI due to its large user base and ongoing developments in the sector [1]. Group 1 - The drastic selloff of Meta Platforms' stock occurred over the past few weeks [1]. - The company is believed to have a strong position to capitalize on AI opportunities [1]. - Meta's large user base is a key asset in its strategy to engage with AI advancements [1].

Core Viewpoint - The market has misjudged Meta, with the stock declining nearly 30% over the past month, influenced by broader tech volatility and macroeconomic factors, while the core business remains strong [1]. Company Analysis - Meta's stock has experienced a significant drop of nearly 30% in the last month, which is attributed to external market conditions rather than internal business performance [1]. - The core business of Meta has not been adversely affected despite the stock price decline, indicating potential resilience and underlying strength [1]. Analyst Background - Motti Sapir, an economist and financial analyst with over 15 years of experience, focuses on market trends and data analysis, aiming to simplify complex financial concepts for investors [1]. - The approach taken by Motti Sapir emphasizes actionable insights and clear presentation of financial data, which can help investors make informed decisions [1].

Company Overview - Meta has expanded its board of directors by adding two new members, including Dina Powell McCormick, who served in President Trump's administration [1][4] - The addition of Powell McCormick indicates Meta's alignment with Republican interests following Trump's return to the White House [4] Board Member Background - Dina Powell McCormick was a deputy national security advisor under Trump from 2017 to 2018 and has a significant political background, having also served as assistant Secretary of State under Condoleezza Rice [2][3] - Powell McCormick is currently vice chair, president, and head of global client services at BDT & MSD Partners, a firm formed in 2023 [3] - Patrick Collison, co-founder and CEO of Stripe, was also elected to the board, bringing experience in supporting businesses and entrepreneurs [5] Recent Developments - Meta's board changes follow a shift away from fact-checking and the appointment of Dana White, a friend of Trump, to the board [4] - Mark Zuckerberg, Meta's co-founder and CEO, recently visited the White House and has made significant real estate investments in Washington [6] - Both Powell McCormick and Collison will officially become directors on April 15 [6]

Meta Platforms (META -6.74%) is the parent company of social networks including Facebook, Instagram, Messenger, and WhatsApp, which serve more than 3.3 billion people every single day. The company is coming off of a spectacular year of earnings growth in 2024, and it's scheduled to report its financial results for the first quarter of 2025 (ended March 31) on April 30.Investors can expect to learn more about Meta's growing portfolio of artificial intelligence (AI) initiatives, which are powering brand-new f ...

Core Insights - The article discusses the potential for investing in undervalued stocks that are mispriced by the market as the second quarter approaches [1]. Group 1 - The focus is on identifying investment opportunities in stocks that are currently undervalued [1]. - The article suggests that investors should consider joining platforms that provide insights on market mispricing [1].