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Meta's investment in a Louisiana AI data center, announced December 4th, 2024, has seen its estimated cost nearly triple from an initial $10 billion to a reported $27 billion.
Meta announced it is developing new proprietary AI models, 'Mango' and 'Avocado', for a 2026 release, backed by a capital expenditure increase to $700-$720 billion, signaling a strategic shift away from its previous open-source approach.
On December 18, 2025, the Austrian Supreme Court ruled Meta's personalized advertising model unlawful, creating significant regulatory risk for its European operations.
Bank of America suggests Meta's stock, trading at $664.91, is undervalued due to subdued AI sentiment despite its 14% year-to-date gain.
S&P 500 companies increased share buybacks by 6.2% to $249.0 billion in Q3 2025, reaching a record $1.020 trillion for the 12 months ending in September.
U.S. tech stocks advanced, with the Nasdaq climbing 1.4%, after November consumer inflation slowed to 2.7%, well below analyst forecasts.
Morgan Stanley lowered its price target for Meta to $750 from $820 on December 11, citing concerns over revenue durability and the company's AI strategy.
Meta has begun testing a policy limiting non-verified Facebook users to two monthly link posts, requiring an £11.99 subscription to share more.
Meta Platforms' chief AI scientist, Yann LeCun, is leaving the company and seeks to raise $586 million for a new artificial intelligence startup.
On December 18, 2025, investment experts debated the S&P 500's heavy concentration in the Magnificent Seven, with PNC's CIO calling for a 'recalibration' of what she termed 'nonsensical' valuations.
Worldwide data center capital expenditures increased 59% year-over-year in Q3 2025, driven by broad-based AI investment from hyperscale cloud providers like Amazon, Google, Microsoft, and Meta.
A growing backlash against data centers from communities concerned about rising energy costs is creating political and operational hurdles for major technology companies like Google, Amazon, and Meta in their race to build out AI infrastructure.
China's state-backed advancements in AI, including chip development and low-cost electricity, pose a significant competitive threat to the U.S. AI industry, which is hampered by infrastructure and funding challenges.
In its Q3 2025 investor letter, Platinum International Technology Fund highlighted a potential long-term risk for Meta Platforms (META) from addictive AI chatbots, even as the company's stock closed at $657.15 and reported 26% revenue growth.
Innovid announced on December 17, 2025, a suite of new tools for its ad platform, integrating major social networks like Reddit and enhancing features for Meta to streamline cross-platform campaign management for marketers.
AI firm Predis.ai announced on December 17, 2025, that ad fatigue now hits campaigns within 48 hours, releasing a 3-step AI framework to help advertisers automate creative generation.
Meta is rolling out a cross-app age verification system, using K-ID's AgeKey technology, to comply with tightening global child safety regulations.
The IRS is seeking $16 billion from Meta Platforms, intensifying a decade-long dispute over the company's foreign tax strategy and causing its stock to drop 1.16%.
A wrongful death lawsuit filed on December 17, 2025, alleges Meta Platforms knew since 2019 that Instagram's design exposed minors to predators but prioritized engagement over safety, leading to sextortion-related suicides.
A widening divide in AI infrastructure spending sees cash-rich Alphabet funding growth internally while Oracle takes on $248 billion in lease obligations, sparking credit market concerns.