META

A month has gone by since the last earnings report for Meta Platforms (META). Shares have added about 3.8% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Meta Platforms due for a pullback? Well, first let's take a quick look at the most recent earnings report in order to get a better handle on the recent drivers for Meta Platforms, Inc. before we dive into how investors and analysts have reacted as of late. Meta Platforms delivered first-quarter 2026 earnings of $7.31 per share, which rose 13.7% year over year and beat the Zacks Consensus Estimate by 8.94%. Revenues surged 33.1% year over year to $56.31 billion, topping the consensus mark by 1.47%. At constant currency (cc), revenues soared 29% year over year.The reported quarter reflected sturdy demand across Meta’s ad ecosystem and healthy usage trends, with Family daily active people (DAP) averaging 3.56 billion in March 2026. Management also highlighted progress in artificial intelligence (AI), including the release of its first model from Meta Superintelligence Labs. Family of Apps continued to do the heavy lifting. Revenues from Family of Apps (99.3% of total revenues), which includes Facebook, Instagram, Messenger, WhatsApp and other services, increased 33.4% year over year to $55.91 billion. Advertising revenues were $55.02 billion in the first quarter, up 33%, while Family of Apps' other revenues jumped 73.5% year over year to $885 million.The advertising results were supported by improving monetization fundamentals. Ad impressions delivered across the Family of Apps increased 19% year over year. Average price per ad rose 12%, indicating that Meta Platforms is capturing both higher volume and better pricing across its surfaces. Meta Platforms pointed to ongoing traction from recommendation and ranking work across its apps. On Instagram, the company said ranking improvements in the reported quarter drove a 10% lift in reel time spent, underscoring the importance of short-form video engagement as a usage driver.Facebook also showed notable momentum in video consumption. Meta Platforms said total video time on Facebook increased more than 8% globally in the quarter, marking the largest quarter-over-quarter gain in four years. Management stated these improvements were the product...

MENLO PARK, Calif., May 28, 2026 /PRNewswire/ -- The Meta Platforms, Inc. (Nasdaq: META) board of directors today declared a quarterly cash dividend of $0.525 per share of the company's outstanding Class A common stock and Class B common stock, payable on June 25, 2026 to stockholders of record as of the close of business on June 15, 2026. About Meta Meta is building the future of human connection, powered by artificial intelligence and immersive technologies. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram, and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward experiences that foster deeper connections and unlock new possibilities. Contacts Investors:Kenneth [email protected] / investor.atmeta.com Press:Matthew [email protected] / meta.com/news View original content to download multimedia:https://www.prnewswire.com/news-releases/meta-announces-quarterly-cash-dividend-302785064.html

New research from Goldman Sachs was headlined by an 8,000 year-end target on the S&P 500 Index ($SPX), nearly 10% higher than this year’s already strong up move. This major upgrade is driven by what analysts describe as “robust, corporate earnings power.” The mainstream narrative is simple: Corporate America is thriving, the bull market is charging ahead, and the fundamental backdrop has never looked healthier. But if you look past the sensational headline and pop the hood on the underlying data, the reality is starkly different. Dear Intel Stock Fans, Mark Your Calendars for June 2 Why Micron Stock Might Have a Math Problem Palantir Might Soon Take Over the Intelligence Agencies. Here’s What It Means for PLTR Stock Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! The broader index isn’t experiencing a healthy, diversified economic advance. Instead, the entire S&P 500 has effectively mutated into an extreme, highly concentrated two-stock dependency model. And while I have been chronicling the stock market’s increasingly narrow participation here for a while now, it is getting worse, not better. That’s what Goldman’s data tells me. According to the firm’s own numbers, a staggering one-third of all S&P 500 earnings growth in 2026 will be driven by just two companies: Nvidia (NVDA) and Micron Technology (MU). This is so absurd! The S&P 500 is supposed to represent a broad, diversified cross-section of the 500 largest publicly traded corporations in the United States. Yet, a single GPU designer and a single high-bandwidth memory manufacturer are projected to shoulder roughly 33% of the entire index’s bottom-line expansion this year. Goldman notes that when you widen the lens to the 10 largest corporate giants — a list heavily rounded out by tech hyperscalers like Alphabet (GOOG), Broadcom (AVGO), and Meta (META), they represent an astonishing 64% of all projected S&P 500 EPS growth for 2026. This is not a story of widespread corporate prosperity. It is a story of a historic, unprecedented capital expenditure haul. A massive chunk of global liquidity is being extracted from traditional economic sectors and poured directly into a singular destination: AI data center infrastructure. NVDA and MU are sitting at the toll booth of th...

Solid earnings and a resilient economy could keep the rally going—even if the Fed starts thinking about interest rate hikes.

Intuit reported better-than-expected financial results for its crucial tax season Wednesday, while also announcing a round of layoffs. Intuit said it’s reducing its full-time workforce by 17%. According to Layoffs.fyi, a website that tracks tech layoffs, 114,173 tech employees have lost their jobs in 2026.

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry. Most Read from Bloomberg Spot the Difference: Putin Gets Trump Treatment From Xi in China Iran Threatens to Retaliate Beyond Middle East If US Attacks Hasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ Veteran US Lawmakers Plan New $130 Fee for Electric Vehicle Owners US Treasuries Rebound on Optimism for US-Iran Deal Progress The leader in artificial intelligence semiconductors reports its results after the market close on Wednesday. Wall Street is expecting the latest in a series of strong prints from chipmakers as Big Tech continues to shower the companies with cash to build out AI infrastructure. So investors will be looking for indications about what the growth outlook is from here. “Nvidia’s results or guidance and the discussion on the call can give investors more confidence that this AI buildout will last not just a quarter, not just 2026, but into 2027 and 2028 and beyond,” said JoAnne Feeney, a portfolio manager at Advisors Capital Management, which owns Nvidia shares. “That will be reassuring.” A disappointment, however, could give credence to investors’ fears that the group has gotten overextended. The Philadelphia Stock Exchange Semiconductor Index has soared more than 60% this year, but it tumbled 6.4% over Friday and Monday as inflation concerns weighed on the stocks. Nvidia shares were up 1.8% on Wednesday afternoon, extending gains to 20% in 2026 and nearly 36% since hitting a recent low in late March, but they lost 6.4% in three sessions through Tuesday’s close. They’re still outperforming the technology-heavy Nasdaq 100 Index, which has gained nearly 16% this year. “Nvidia unfortunately created the expectation that it’s going to beat and raise every quarter, if they don’t, that’s going to be disappointing,” Feeney said. The stock has declined the day after Nvidia’s last three earnings reports even though the company posted solid results. The options market is pricing in a 5.5% move in either direction in the wake of this report. Despite its relatively underwhelming performance in 2026, Nvidia remains the biggest stock in the market, accounting for almost a fifth of the S&P 500 Index’s more than 8% advance this...

Stocks are modestly higher amid a dip in crude oil prices and Treasury yields. Gold and silver are mixed, while the dollar is flat. Buckle up...because the biggest of the Big Tech names is reporting first-quarter earnings after the bell! Analysts expect Nvidia Corp. (NVDA) to report adjusted earnings per share of $1.76 and sales of $78.7 billion, compared to 96 cents and $44 billion a year earlier. Investors will be keenly watching forward guidance as well as commentary about increasing competition for AI-focused chips. Nvidia stock is up 18.3% year-to-date, but down 2.3% in the past five trading days. To get your FREE copy of the complete MoneyShow 2026 Top Picks Report, click here. NVDA, META, TGT (YTD % Change) Data by YCharts Meta Platforms Inc. (META) is making good on its promise, starting the process of laying off 8,000 workers around the world. Cuts are landing in Asia, Europe, and the US, with engineering and product groups suffering the brunt of them. Another 7,000 employees are being shifted to AI-focused efforts. Meta is spending more than $100 billion on various AI initiatives, including the construction of massive data centers. Target Corp. (TGT) appears to be back on track. The discount retailer posted a 5.6% rise in same-store sales in the most recent quarter, the biggest jump in four years and more than triple the gain analysts expected. It also raised its full-year revenue forecast. That pushed Target stock up further after a 30% year-to-date rally. The company has added partnerships, revamped food and beverage offerings, and taken other steps to win back customers. Bond yields have been climbing for weeks, and that’s putting upward pressure on mortgage rates. The average 30-year mortgage rate rose 10 basis points to 6.56% in the most recent week, according to the Mortgage Bankers Association. See also: Market Minute 5/19/26: Oil Simmers While AI Competition Heats Up That’s the highest in seven weeks – and home loan applications are falling as a result. Rate-sensitive stocks have taken notice, with everything from Real Estate Investment Trusts (REITs) to home builders losing ground in the past month. More From MoneyShow.com: Bonds: Selling Off and Sending Yields Higher Globally BKNG: Hurt by Middle East Conflict, But Still a Buy

All three major US stock indexes were down in late-morning trading Tuesday, as the 30-year Treasury

Xponential Fitness's first quarter results fell short of Wall Street’s expectations, with revenue and non-GAAP earnings both missing consensus estimates. Management attributed the underperformance to lower digital traffic, which was impacted by significant changes in advertising platforms like Meta and Google. CEO Michael Nuzzo noted that these digital shifts reduced the company's ability to generate new member leads, while ongoing brand divestitures also played a role. On the positive side, Nuzzo pointed to improving member retention, stating, “March marked our best member retention month since Q1 2024,” and highlighted the company’s focus on new studio openings and operational upgrades. Is now the time to buy XPOF? Find out in our full research report (it’s free). Revenue: $60.71 million vs analyst estimates of $64.01 million (21% year-on-year decline, 5.1% miss) Adjusted EPS: -$0.04 vs analyst estimates of $0.13 (significant miss) Adjusted EBITDA: $20.41 million vs analyst estimates of $25.1 million (33.6% margin, 18.7% miss) EBITDA guidance for the full year is $105 million at the midpoint, in line with analyst expectations Operating Margin: 21.5%, up from 12.6% in the same quarter last year Market Capitalization: $213.6 million While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. John Heinbockel (Guggenheim Partners) asked about Club Pilates member retention and when comps might return to flat. CEO Michael Nuzzo emphasized strong member loyalty and said improved digital lead flow is key to better comps. Richard Magnuson (B. Riley Securities) pressed for updates on CRM tools targeting specific audiences. Nuzzo highlighted automated email campaigns showing early conversions and a focus on tailoring outreach by brand and cohort. Chris O’Cull (Stifel) inquired about the timeline for resolving Meta and Google marketing issues and future marketing spend. Nuzzo expects meaningful progress in the coming quarters and said ROI will determine the pace of additional investment. Chris O’Cull (Stifel) also asked about Club Pilates franchisee consolidation. Nuzzo noted stronger ties with larger franchisees, which help with growth...

June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran. The price of WTI crude rose over +1% on Monday amid prospects of a prolonged closure of the Strait of Hormuz. U.S. President Donald Trump said on Sunday on his social media platform that “For Iran, the Clock is Ticking, and they better get moving, FAST, or there won’t be anything left of them.” The remarks heightened concerns that the conflict could shift back into a more active military phase, delaying any normalization of traffic through the waterway. Iran’s Islamic Republic News Agency quoted the Defense Ministry spokesman as saying the Iranian Armed Forces are “fully prepared to confront any new potential attack by the U.S. and the Israeli regime against the country.” Meanwhile, a drone ignited a fire in a power station at the United Arab Emirates’ Barakah nuclear plant on Sunday, while Saudi Arabia said it had intercepted three drones. Nokia Shares Jumped After Cisco’s Strong Quarterly Results. NOK Could Be the Next Networking Winner. Dear Dell Stock Fans, Mark Your Calendars for May 28 NVDA Earnings, Alphabet Conference and Other Can't Miss Items this Week Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! The 10-year T-note yield rose one basis point to 4.61% on Monday as higher oil prices fueled inflation concerns. Investors now see a 70% chance of a 25 basis point Fed rate hike by year-end and are fully pricing in a move by March 2027. Investor focus this week is on an earnings report from chip giant Nvidia, the minutes of the Federal Reserve’s latest policy meeting, and a fresh batch of U.S. economic data. In Friday’s trading session, Wall Street’s major equity averages closed sharply lower. Chip stocks sank, with Arm Holdings (ARM) slumping over -8% to lead losers in the Nasdaq 100, and Micron Technology (MU) sliding more than -6%. Also, cryptocurrency-exposed stocks slid after Bitcoin dropped more than -2%, with Coinbase Global (COIN) falling over -7% and MARA Holdings (MARA) declining more than -6%. In addition, travel stocks fell as oil prices climbed, with United Airlines (UAL)...

Meta Platforms (NASDAQ:META) primarily generates revenue through advertising, and by offering digital communication applications and virtual reality hardware to users worldwide. It recently expanded an infrastructure partnership with Broadcom to develop custom hardware for its operations, and it reported an approximately 48% net income margin for the quarter ended March 31, 2026. Snap (NYSE:SNAP) operates a visual communication application and provides wearable camera products and advertising services globally. It announced a strategic agreement with Qualcomm to power future generations of its wearable hardware, while posting an approximately negative 6% net income margin for the quarter ended March 31, 2026. Revenue serves as a foundational metric that shows investors the total amount of money a business brings in before operating expenses are deducted. This helps investors gauge raw business scale and growth. Image source: The Motley Fool. Data source: Company filings. Data as of May 10, 2026. Comparing the revenue for Meta Platforms and Snap reveals insightful trends. Both operate in the social media space, rely heavily on digital advertising for income, and are experiencing rising revenue. Beyond that, their stories diverge. Meta is seeing spectacular sales growth. Its first quarter revenue of $56.3 billion represented a 33% year-over-year jump. Compare that to Snap’s 12% Q1 sales increase to $1.5 billion, which is a solid result, but not the outsized performance delivered by Meta. The Facebook parent’s enormous revenue increase shows its business strategies are working. Meta invested heavily in artificial intelligence in recent years, and its strong sales suggests AI is helping. The company has also extended its AI use into hardware with virtual reality headsets and AI-infused sunglasses. The latter saw the number of people using them triple year over year in Q1. Snap’s sales trend indicates the company is growing. Its daily active users rose 5% year over year in Q1. However, unlike Meta, Snap isn’t profitable, posting a Q1 net loss of $89 million. Its modest revenue gains contrasted against unprofitable operations is concerning when AI is expensive technology to implement. Snap’s sales trend reveals its use of AI to date hasn’t supercharged its income to the same degree as Meta. Unless revenue starts to accelerate, as an unprofitable enterprise, invest...

Nebius Group N.V. NBIS stock gained approximately 7% following first-quarter 2026 results reported on 13 May, 2026, fueled by strong revenue growth amid a robust AI demand environment. Shares of the company have gained 125.7% in the past three months, outperforming the Zacks Computer & Technology sector and the Zacks Internet Software Services industry, which grew 22.3% and 25.1%, respectively. The S&P 500 composite is up 11.1% over the same time frame. The company’s shares have surged 157.2% in the past six months. Image Source: Zacks Investment Research NBIS has outpaced its peer, CoreWeave, Inc. CRWV, which has gained 18.9% during the same interval. Can NBIS sustain its momentum, or is it time to trim positions? Let’s break down the company’s latest results, growth drivers and long-term prospects to determine whether staying invested still makes sense. Nebius Group reported a first-quarter 2026 adjusted net loss of $100.3 million, 20% wider than a loss of $83.6 million incurred a year ago. The increase in loss was primarily due to continued investments in infrastructure expansion, AI platform development, acquisitions and engineering talent. The company’s revenues surged 684% year over year to $399 million. Nebius AI business revenue, which excludes Avride and TripleTen, increased 841% year over year to $390 million. The increase in sales was primarily driven by rapid capacity scaling, strong utilization levels and favorable pricing dynamics across the company’s core AI cloud operations. CoreWeave reported first-quarter revenues of approximately $2.08 billion, more than doubling year over year. Image Source: Zacks Investment Research Group adjusted EBITDA for Nebius improved significantly to $129.5 million from a loss of $53.7 million in the year-ago quarter. Group adjusted EBITDA margin expanded to 32%, supported by operating leverage and strong execution. Within the Nebius AI business, adjusted EBITDA margin expanded sharply to 45% from 24% in the fourth quarter of 2025, reflecting strong revenue growth and improving platform economics. Nebius significantly strengthened its balance sheet during the quarter. The company raised approximately $4.3 billion through convertible senior notes and secured a $2 billion equity investment from NVIDIA Corporation NVDA, increasing cash and cash equivalents to $9.3 billion at quarter-end. Operating cash flow surged to...