Stocks · News reference
Meta Platforms, Inc. announced its financial results for the third quarter ended September 30, 2026, reporting $64.6 billion in revenue and a $9.89 billion charge related to a legal settlement.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
SpaceX reported blowout Q3 earnings with $14.6B revenue (161% YoY growth) and $4.4B net income. The AI division generated $7.6B in revenue with 830% YoY growth and turned profitable. The analyst predicts SpaceX stock could reach $360 by end of 2027 (122% upside) based on planned AI compute capacity expansion to 13-20 GW and potential $250B+ annualized revenue run rate.
Alphabet is scheduled to report Q3 earnings on Oct. 28, 2026. Historical analysis shows the stock advanced in 3 of the past 4 quarters following earnings reports. The company has benefited significantly from AI growth, with Google Cloud revenue up 82%, though heavy capital expenditures ($44 billion in Q2) remain a concern for some investors.
Morgan Stanley names Amazon as its top pick with a $350 price target, citing a 30%+ upside potential. The firm identifies five catalysts including accelerating AWS growth (47% expected next year), expanding operating margins, AI infrastructure investments, e-commerce AI integration, and robotics efficiency gains. The analyst projects AWS revenue could nearly triple to $373.6 billion by 2028 with 44% operating margins.
Futurum Group CEO Daniel Newman said Wednesday he added to his position in CoreWeave Inc. (NASDAQ:CRWV), while stating that the selloff across artificial intelligence cloud providers was overdone. The stock is down