Consumer Tech News (July 7–July 11): Nvidia Hits $4 Trillion, Japan Tariffs Rattle Markets, Hopes Rise For Trump–Xi Summit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 13 2025
0mins
Should l Buy META?
Source: Benzinga
Market Milestones and Trade Tensions: Nvidia Corp. became the first company to reach a $4 trillion market cap, while President Trump announced new tariffs on copper and goods from Japan, raising concerns about escalating trade tensions.
Corporate Developments in Tech and Automotive: Major companies like Apple, Intel, and Ford made headlines with significant updates, including Apple's appeal against an EU fine, Intel's AI business spin-off, and Ford's recall of over 850,000 vehicles due to safety issues.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 649.810
Low
655.15
Averages
824.71
High
1117
Current: 649.810
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Meta Reports Strong Earnings Amid Rising Capex Concerns
- Strong Earnings: Meta reported a 24% revenue growth in Q4 2025, beating market expectations, although the stock has drifted lower post-earnings, indicating investor concerns over future spending.
- Surge in Capex: The capital expenditure forecast for 2026 has been raised to between $115 billion and $135 billion, nearly doubling the $72.2 billion spent in 2025, leading to a divide among investors regarding the sustainability of this spending plan.
- Robust User Growth: Meta's Family of Apps now boasts 3.58 billion daily active users, representing 43% of the global population, showcasing effective AI application in its advertising business with an 18% increase in ad impressions.
- Strong Profitability: Meta anticipates Q1 2026 revenues between $53.5 billion and $56.5 billion, implying growth rates as high as 34%, and despite spending pressures, the company maintains strong cash flow and profitability metrics.
See More
Doha Emerges as a Global Hub for AI Discussions
- Global AI Summit: The Web Summit in Doha attracted over 30,000 founders, investors, and experts, establishing itself as a global hub for AI discussions and showcasing the Middle East's rise in the global AI landscape.
- Innovation Sandbox: Qatar Foundation Chairperson Sheikha Moza bint Nasser described the event as a 'sandbox of innovation,' highlighting AI's potential to empower small businesses and drive economic growth, particularly as large enterprises face implementation challenges.
- Energy and Data Infrastructure: Attendees discussed the resilience of supply chains, energy systems, and data infrastructure amid rising geopolitical tensions, emphasizing the need for governments to ensure supply and diversification of computing capabilities to meet the demands of the information age.
- Investment Opportunities: Qatar's Prime Minister announced an additional $2 billion for the Qatar Investment Authority's Fund of Funds program, bringing total committed capital to $3 billion, supporting 12 regional and international fund managers, reflecting the country's ambition and potential in global AI investments.
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Bill Ackman's Strategic AI Investments
- Significant AI Investment Returns: Bill Ackman purchased Alphabet stock in 2023, despite market skepticism regarding its position amid the rise of AI chatbots, and his investments have notably outperformed the S&P 500, demonstrating his foresight.
- Reason for Hilton Stock Sale: Ackman initially invested in Hilton in 2018, during which the company's loyalty membership surged from 85 million to 243 million, and its EBITDA increased from $2.1 billion to $3.7 billion over seven years; however, he opted to fully exit after a 350% stock price increase to seek higher return opportunities.
- AI Potential of Meta Platforms: Ackman revealed at the annual shareholder meeting that his latest AI stock purchase is Meta, believing its business model is a clear beneficiary of AI integration, with an expected 20% annualized earnings growth, indicating strong growth prospects.
- Advertising Revenue Growth: Meta's ad impressions rose by 18% in Q4, with average ad pricing increasing by 6%, thanks to its AI recommendation algorithms; Ackman sees this as a significant opportunity for expanding the advertising customer base, despite projected capital expenditures of $115 billion to $135 billion.
See More
Broadcom Could Emerge as New AI Giant
- Significant AI Growth: Broadcom's AI semiconductor revenue surged 74% year-over-year in the latest quarter, with projections indicating it will reach $8.2 billion in Q1, showcasing strong market demand and growth potential.
- Record Backlog: The backlog for Broadcom's AI switches has exceeded $10 billion, reflecting the company's critical role in AI data center buildouts and strong market confidence.
- Product Differentiation: Broadcom has launched the industry's first Wi-Fi 8 access point and switch system, aimed at enhancing security and speed for enterprises using AI, thereby further solidifying its market position.
- Competitive Strategy: Broadcom's custom XPUs complement Nvidia and AMD's general-purpose GPUs, allowing the company to grow rapidly in specific niches while avoiding the pressures of direct competition.
See More
Billionaire Ackman Bullish on Meta's Future
- New Investment Direction: Ackman's Pershing Square Capital Management has recently increased its stake in Meta Platforms, now accounting for 10% of its capital, reflecting strong confidence in the company's leadership in the digital advertising space.
- User Base Growth: Meta's daily active users have reached 3.5 billion, a 7% year-over-year increase, providing robust growth potential for advertising revenue and further solidifying its market position.
- Revenue Growth Potential: Meta's revenue grew by 22% in 2025, demonstrating its diversified revenue streams and strong management team, particularly in ongoing innovations in social media and Reality Labs.
- Attractive Stock Valuation: Ackman noted that Meta's price-to-earnings ratio has dropped from 21.2 to 18.2, indicating the stock is undervalued; despite market disappointment over its planned $165 billion capital expenditure for 2026, the future growth opportunities remain compelling.
See More
Billionaire Ackman Reveals New Investment in Meta
- New Investment Direction: Ackman's Pershing Square Capital Management has recently invested in Meta Platforms, which now accounts for 10% of its capital, reflecting strong confidence in the company's future growth.
- User Base Advantage: With over 3.5 billion users and a 7% year-over-year increase in daily active users, Meta provides a robust growth potential for its digital advertising business, which Ackman identifies as a key factor for investment.
- Strong Financial Performance: Meta's revenue grew by 22% in 2025, and its price-to-earnings ratio has decreased from 21.2 to 18.2, indicating that its stock is undervalued, which Ackman sees as an excellent buying opportunity.
- Strategic Positioning: Ackman plans to develop Howard Hughes Holdings into a diversified holding company, demonstrating his strategic vision for seeking long-term growth in his investment portfolio, with the investment in Meta being a key component of this strategy.
See More
Meta Reports Strong Earnings Amid Rising Capex Concerns
- Strong Earnings: Meta reported a 24% revenue growth in Q4 2025, beating market expectations, although the stock has drifted lower post-earnings, indicating investor concerns over future spending.
- Surge in Capex: The capital expenditure forecast for 2026 has been raised to between $115 billion and $135 billion, nearly doubling the $72.2 billion spent in 2025, leading to a divide among investors regarding the sustainability of this spending plan.
- Robust User Growth: Meta's Family of Apps now boasts 3.58 billion daily active users, representing 43% of the global population, showcasing effective AI application in its advertising business with an 18% increase in ad impressions.
- Strong Profitability: Meta anticipates Q1 2026 revenues between $53.5 billion and $56.5 billion, implying growth rates as high as 34%, and despite spending pressures, the company maintains strong cash flow and profitability metrics.
See More
Doha Emerges as a Global Hub for AI Discussions
- Global AI Summit: The Web Summit in Doha attracted over 30,000 founders, investors, and experts, establishing itself as a global hub for AI discussions and showcasing the Middle East's rise in the global AI landscape.
- Innovation Sandbox: Qatar Foundation Chairperson Sheikha Moza bint Nasser described the event as a 'sandbox of innovation,' highlighting AI's potential to empower small businesses and drive economic growth, particularly as large enterprises face implementation challenges.
- Energy and Data Infrastructure: Attendees discussed the resilience of supply chains, energy systems, and data infrastructure amid rising geopolitical tensions, emphasizing the need for governments to ensure supply and diversification of computing capabilities to meet the demands of the information age.
- Investment Opportunities: Qatar's Prime Minister announced an additional $2 billion for the Qatar Investment Authority's Fund of Funds program, bringing total committed capital to $3 billion, supporting 12 regional and international fund managers, reflecting the country's ambition and potential in global AI investments.
See More
Bill Ackman's Strategic AI Investments
- Significant AI Investment Returns: Bill Ackman purchased Alphabet stock in 2023, despite market skepticism regarding its position amid the rise of AI chatbots, and his investments have notably outperformed the S&P 500, demonstrating his foresight.
- Reason for Hilton Stock Sale: Ackman initially invested in Hilton in 2018, during which the company's loyalty membership surged from 85 million to 243 million, and its EBITDA increased from $2.1 billion to $3.7 billion over seven years; however, he opted to fully exit after a 350% stock price increase to seek higher return opportunities.
- AI Potential of Meta Platforms: Ackman revealed at the annual shareholder meeting that his latest AI stock purchase is Meta, believing its business model is a clear beneficiary of AI integration, with an expected 20% annualized earnings growth, indicating strong growth prospects.
- Advertising Revenue Growth: Meta's ad impressions rose by 18% in Q4, with average ad pricing increasing by 6%, thanks to its AI recommendation algorithms; Ackman sees this as a significant opportunity for expanding the advertising customer base, despite projected capital expenditures of $115 billion to $135 billion.
See More
Broadcom Could Emerge as New AI Giant
- Significant AI Growth: Broadcom's AI semiconductor revenue surged 74% year-over-year in the latest quarter, with projections indicating it will reach $8.2 billion in Q1, showcasing strong market demand and growth potential.
- Record Backlog: The backlog for Broadcom's AI switches has exceeded $10 billion, reflecting the company's critical role in AI data center buildouts and strong market confidence.
- Product Differentiation: Broadcom has launched the industry's first Wi-Fi 8 access point and switch system, aimed at enhancing security and speed for enterprises using AI, thereby further solidifying its market position.
- Competitive Strategy: Broadcom's custom XPUs complement Nvidia and AMD's general-purpose GPUs, allowing the company to grow rapidly in specific niches while avoiding the pressures of direct competition.
See More
Billionaire Ackman Bullish on Meta's Future
- New Investment Direction: Ackman's Pershing Square Capital Management has recently increased its stake in Meta Platforms, now accounting for 10% of its capital, reflecting strong confidence in the company's leadership in the digital advertising space.
- User Base Growth: Meta's daily active users have reached 3.5 billion, a 7% year-over-year increase, providing robust growth potential for advertising revenue and further solidifying its market position.
- Revenue Growth Potential: Meta's revenue grew by 22% in 2025, demonstrating its diversified revenue streams and strong management team, particularly in ongoing innovations in social media and Reality Labs.
- Attractive Stock Valuation: Ackman noted that Meta's price-to-earnings ratio has dropped from 21.2 to 18.2, indicating the stock is undervalued; despite market disappointment over its planned $165 billion capital expenditure for 2026, the future growth opportunities remain compelling.
See More
Billionaire Ackman Reveals New Investment in Meta
- New Investment Direction: Ackman's Pershing Square Capital Management has recently invested in Meta Platforms, which now accounts for 10% of its capital, reflecting strong confidence in the company's future growth.
- User Base Advantage: With over 3.5 billion users and a 7% year-over-year increase in daily active users, Meta provides a robust growth potential for its digital advertising business, which Ackman identifies as a key factor for investment.
- Strong Financial Performance: Meta's revenue grew by 22% in 2025, and its price-to-earnings ratio has decreased from 21.2 to 18.2, indicating that its stock is undervalued, which Ackman sees as an excellent buying opportunity.
- Strategic Positioning: Ackman plans to develop Howard Hughes Holdings into a diversified holding company, demonstrating his strategic vision for seeking long-term growth in his investment portfolio, with the investment in Meta being a key component of this strategy.
See More
