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The Meta CEO, Mark Zuckerberg, appears at the Meta Connect event in Menlo Park, California, on September 25, 2024.
David Paul Morris | Bloomberg | Getty images
Goal It is scheduled to report the fourth quarter on Wednesday after the closure of regular trade.
This is what analysts surveyed by LSE are expected:
The target shares have risen about 14% since October 30, when the social networks giant reported Third Quarter Gains And he said he would raise the lower end of his 2024 Capital Expenses Guide from $ 37 billion to $ 38 billion. At that time, the company’s actions were submerged slightly in the negotiation outside the schedule spent Too much about computer infrastructure related to artificial intelligence without seeing many short -term yields.
CEO Mark Zuckerberg on Friday saying Goal would invest between $ 60 billion and $ 65 billion in capital expenses in 2025 as part of its AI strategy. Subsequently, the goal shares reached a record, indicating that investors seem more tolerant with the company’s heavy expense while AI related And not even more important Metaevalte.
“They have really been inflexible that there is much to get excited,” said Raymond James managing director Josh Beck, about the target AI. “They will not leave behind the cycle.”
The high costs associated with AI have become more consent After the appearance of last week of VeteranA Chinese laboratory that claimed to have created a large language model that works better and costs less to train than its American counterparts.
Deepseek’s unsecured claims It will not have an immediate effect on the target the expense, said Ralph Schackart, an investment bank analyst William Blair.
“There is too much to win or lose not investing,” Schackart said.
Wall Street expects me to report capital expenses of the fourth quarter of $ 15.33 billion.
Investors want to know how Tiktok’s elimination from Apple and Google Application stores in the United States have affected goal. The company has offered agreements to creators to promote Instagram in other video applications shortly, including Tiktok, Snapchat and YouTube, CNBC reported this week.
Meta last week he said that his thread microblogging platform would begin Try ads in the United States and Japan. The ads show that Meta is trying to capitalize on Tiktok’s “volatility” in the eyes of brands looking for alternatives, Jasmine Enberg, Emarketer’s principal analyst said in an email.
The company relaxation of its moderation of content policiesHowever, it could concern advertisers, said Enberg.
“He It may have been smarter to expect a less politically loaded social networks environment, “said Enberg.