
Meta vs. Lam Research: Why stocks fell 7% and 12% after earnings
Meta’s investment bill exceeded operating cash flow. Lam had cash left after capital spending but said supply constraints limited its December-quarter outlook.
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7 articles
TECHi reporting and analysis covering Meta Stock. 7 articles, newest first.

Meta’s investment bill exceeded operating cash flow. Lam had cash left after capital spending but said supply constraints limited its December-quarter outlook.

A New Mexico judge ordered Meta to pay $25 billion for misleading Facebook users — 11% of the $219.5 billion found warranted. Meta will appeal.

Meta Q3 revenue rose 26% to $64.6B, beating estimates as ad prices climbed 14%. A $9.89B legal charge cut EPS to $3.83 ($7.40 ex-charge); capex raised to $135-145B.

Meta October forecast after Q3: $64.6B revenue beat, but a $9.89B legal charge and negative free cash flow kept the AI-spending risk in focus.

Meta stock surged 11.43% as Muse beat ChatGPT's early app launch. TECHi examines the download data, valuation risk and levels investors should watch.

Meta unveiled a photorealistic AI of Mark Zuckerberg for 79,000 employees. META at $629.86 with 41% margins. Why this signals a $135B AI platform pivot.

Five AI stock leaders and seven growth candidates for 2027, with original revenue-scope calculations and cash-flow tests drawn from company filings.