5 big analyst AI moves: Apple lifted to Buy, AI chip bets reassessed
These transactions were carried out by CZI Holdings, LLC, under a pre-established trading plan. Following these sales, Zuckerberg continues to hold a substantial number of shares through various entities. For deeper insights into insider trading patterns and comprehensive analysis, InvestingPro subscribers can access detailed metrics and the exclusive Pro Research Report, part of the coverage available for 1,400+ top US stocks. For deeper insights into insider trading patterns and comprehensive analysis, InvestingPro subscribers can access detailed metrics and the exclusive Pro Research Report, part of the coverage available for 1,400+ top US stocks. These transactions were carried out by CZI Holdings, LLC, under a pre-established trading plan. Following these sales, Zuckerberg continues to hold a substantial number of shares through various entities.
In other recent news, Meta Platforms Inc (NASDAQ:META). faces an $831 million fine imposed by the European Union over allegations of data misuse to promote its Facebook Marketplace service, a claim the company is currently appealing against. On a different note, Meta’s CEO, Mark Zuckerberg, has indicated that it is too early to predict the impact of the recent DeepSeek developments on the company’s infrastructure and capital expenditure trajectory. While the company continues to invest heavily in capital expenditure and infrastructure, a potential shift towards inference computing, a form of AI, is being observed.
Benchmark analysts have maintained a hold rating on Meta, focusing on the company’s significant capital expenditure plans and strategic direction in AI. Similarly, Bernstein analysts have reiterated their $685 price target on Meta, maintaining an outperform rating. The company’s ambitious capital expenditure plans, driven by investments in AI, are projected to reach between $60 billion and $65 billion by 2025.
On the other hand, eToro analyst Sam North suggests that Meta might be considering a shift in its AI spending strategy due to the emergence of China’s DeepSeek. These recent developments, along with Meta’s potential shift in AI strategy and its ongoing contestation of the EU fine, provide a snapshot of the company’s current situation.
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