30 January 2025

The CEO of Meta Mark Zuckerberg appears at the Meta Connect event at Menlo Park, California, on September 25, 2024.

David Paul Morris Bloomberg Gety pictures

Dead The fourth quarter profits are scheduled to be reported on Wednesday after the closing of normal trading.

Here are what analysts expect by LSEG:

  • Arrow profits: 6.77 dollars
  • profit: 47.03 billion dollars

Meta shares have risen about 14 % since October 30, when I mentioned the social network giant The third quarter profits She will raise the low end for 2024 Capital expenses instructions From 37 billion dollars to $ 38 billion. At that time, the company's shares decreased slightly in post -working hours, indicating that some investors Spending Many on the computing infrastructure associated with artificial intelligence without seeing many revenues in the short term.

CEO Mark Zuckerberg on Friday He said Meta will invest between $ 60 billion and $ 65 billion in capital expenditures in 2025 as part of the artificial intelligence strategy. After that, the Meta shares set a record, indicating that investors seem more tolerant with the heavy spending of the company as long as it is Concerning Amnesty International It is still emerging Metaavresse.

“They were really insisting that there was a lot that should be excited,” said Josh Beck, Managing Director of Rimuand James. “They will not leave behind the course.”

The high costs associated with artificial intelligence have become Presscient After the appearance of last week from DibsicA Chinese laboratory claimed to create a large language model that works better and costs his training less than his American counterparts.

Dibsic Non -verification claims Ralph Shakart, an investment bank analyst William Blair, said that it would not have an immediate impact on Amnesty International's spending in Mita.

“There is a lot of what he earns or lost by not investing,” said Shakart.

Wall Street expects a dead to reach capital expenditures in the fourth quarter of $ 15.33 billion.

Investors want to know how tiktok removal from apple and Google The United States' application stores affected the definition. The company has offered deals for creators to promote Instagram on other short video applications, including Tiktok, Snapchat and YouTube, CNBC mentioned this week.

Meta said last week that its small blogging platform will start Advertising test In the United States and Japan. Yasmine Enberg, the main analyst at Emarkter, said in an email that the ads display Meta is trying to take advantage of Tiktok “fluctuations” in the eyes of brands looking for alternatives.

Company Relaxation Of moderation contents PoliciesHowever, it may be about advertisers.

“He – she “It may have been more intelligent while waiting for the least political social media environment,” Enberg said.

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