Meta Platforms, Inc.

• META Stock Price 24h change: -2.95%. From 738.31 USD to 716.50 USD. The pullback followed a massive post-earnings surge as the market digested recent gains and evaluated high capital expenditure forecasts for 2026.
• From a technical perspective, META maintains a "Strong Bullish" long-term trend, supported by the stock price remaining above the 50-day SMA (664.04) and 200-day SMA (653.25). However, short-term indicators such as the 14-day RSI (83.58) suggest the stock is in overbought territory, indicating a potential period of consolidation or further minor pullbacks.
• Meta reported strong Q4 2025 results with revenue of $59.89 billion, beating Wall Street expectations, though the company significantly raised its 2026 capital expenditure outlook to a range of $115–$135 billion for AI infrastructure.
• CEO Mark Zuckerberg emphasized a transition toward "personal superintelligence," planning to further integrate AI agents and generative content across Facebook, Instagram, and WhatsApp throughout 2026.
• Meta announced a strategic partnership with Corning worth up to $6 billion to secure fiber optic cable supplies for its rapidly expanding global AI data center network.
• The "Agentic AI" wave has become the primary focus for the tech sector in 2025, driving massive infrastructure investments despite broader economic uncertainty regarding trade policies and tariffs.
• Social media platforms are increasingly shifting from engagement-based networks to passive media consumption hubs, with advertising models evolving to be almost entirely powered by AI-driven recommendation engines.

• META Stock Price 24h change: +10.40%. From 668.73 USD to 738.31 USD (as of Jan 29, 2026).
• Driven by a significant Q4 earnings beat with EPS of $8.88 vs. $8.16 expected, alongside robust revenue growth of 24.3% in advertising, signaling strong ROI on AI investments.
• From a technical perspective, META is in a "strong bullish breakout" phase, supported by rising volume and a pivot bottom formed on January 20. The stock is currently trading above its short-term and long-term moving averages, with immediate resistance at $744 and technical support established at $712 and $695.
• Meta announced a massive 2026 capital expenditure forecast of $115–$135 billion, a 73% increase year-over-year, focused on AI infrastructure and "personal superintelligence" labs.
• EU regulators approved Meta's latest data privacy updates on January 28, easing regulatory concerns and facilitating smoother AI-driven operations in Europe.
• COO Javier Olivan sold 517 shares on January 26 at an average price of $665.00, following a broader strategic workforce reduction of 10% in the Reality Labs business unit earlier this month.
• Microsoft shares plunged 10% on January 29 following quarterly results, wiping $400 billion in market value due to slowing cloud growth, creating a sharp divergence within the "Magnificent Seven" tech group.
• Apple reported record quarterly revenue on January 29, driven by strong iPhone 17 sales and services, providing a boost to the broader tech sector sentiment despite high-interest rate pressures.