---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39829441.md"
description: "Yesterday, $Meta Platforms(META.US) released two major pieces of news in a row, sending its stock price soaring:First, Meta signed a long-term agreement worth $21 billion with AI cloud computing company CoreWeave, securing AI computing power supply until December 2032—this is a significant expansion on top of the previous $14.2 billion contract. Zuck is really willing to spend big on computing power.Second, Meta officially launched its new large AI model "Muse Spark," from its Superintelligence Labs, specializing in complex reasoning tasks. It will be gradually integrated into Facebook, Instagram, and WhatsApp. This is the first major product led by Meta's Chief AI Officer, Alexandr Wang.Today, the stock opened at $606, reaching an intraday high of $629.95. Combined with the 6.4% gain on April 8th due to the Muse Spark announcement, the rally over these two days has been quite strong.In terms of fundamentals, Meta's full-year 2025 revenue was $200.9 billion, a 22% year-over-year increase, with free cash flow of $43.5 billion. The advertising business remains a cash cow.Risks: The 2026 capital expenditure guidance is as high as $115 billion to $135 billion, raising market concerns about the return timeline. The Q1 earnings report on April 28th will be the next key milestone."
datetime: "2026-04-10T10:08:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39829441.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39829441.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39829441.md)
author: "[我先笑为敬](https://longbridge.com/en/profiles/27014614.md)"
---

# Yesterday, $Meta Platforms(META.US) released two m…


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## Comments (2)

- **D:( · 2026-04-10T10:10:16.000Z**: With a P/E ratio around 20 times, it's actually not expensive compared to the growth rate of advertising revenue. However, the marginal cost of the computing power arms race is so high that I'm a bit concerned about the profit margin in 2026.
- **特调爱好者 · 2026-04-10T10:09:59.000Z**: The pace of evolution has been really fast these past two years, from being criticized for burning money on the Metaverse to now gaining more and more presence on the AI track. Throwing $21 billion at computing power is no joke; this is serious warfare.