META PLATFORMS INC stock forum
User activity remained robust across Meta’s Family of Apps, with daily active users climbing 6% to 3.43 billion. Meta AI now attracts nearly 1 billion monthly users, and Threads has crossed the 350 million mark. Reality Labs continued to post losses, but operating margin expanded to 41%, driving $10.3 billion in free cash flow.
The key shift: AI. Meta raised its full-year CapEx guidance to $64–72 billion (up from $60–65 billion), pointing to higher spending on hardware and data centers. Zuckerberg announced a new standalone Meta AI app aimed at competing directly with ChatGPT and laid out plans to integrate AI broadly across Meta’s products. For Q2, Meta projects ~$44 billion in revenue (midpoint), ahead of market expectations. Despite geopolitical and regulatory overhangs, investor sentiment appears bullish on Meta’s long-term AI roadmap

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