Create your account

Analyse episodes, create alerts, spot trends before they go mainstream

Already have an account? Sign in

Companies

Meta Platforms

Mentioned in 23 analyzed podcast episodes across 10 shows

A major technology and social media company actively investing heavily in AI infrastructure, having announced significant chip purchase deals with AMD and CoreWeave totaling over $100 billion. The company has faced ongoing scrutiny regarding child safety and platform addiction, with recent parental alert features introduced amid active lawsuits. Meta is frequently discussed in financial and tech podcasts as both a key player in AI spending trends and a notable example of stock market recovery and billionaire wealth dynamics.

Episode Mentions

Motley Fool Money

Motley Fool Money · May 14, 2026

AI Is Supplying Blowout Earnings…Again

Signed $27B deal with Nebius for AI infrastructure, exemplifying neocloud demand for networking solutions

AI Infrastructure Build-out EconomicsNetworking Equipment Demand from HyperscalersOptical Component Supply Constraints
View Analysis
The Compound and Friends

The Compound and Friends · May 12, 2026

Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Hyperscaler doubling capital assets for AI infrastructure; CEO Zuckerberg pursuing aggressive AI CapEx despite profitability questions

Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks
View Analysis
The Tim Dillon Show

The Tim Dillon Show · May 9, 2026

495 - Hantavirus Cruise & iPad Babies

Discussed extensively regarding metaverse failure, $80B investment loss, algorithmic harm lawsuits, and radicalization of elderly Facebook users

Meta's Metaverse Failure and NFT Bubble CollapseFacebook Algorithm and Elderly User RadicalizationMeta Litigation and Algorithmic Harm to Minors
View Analysis
The Compound and Friends

The Compound and Friends · May 5, 2026

AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Communication services stock up 54% earnings growth; partnering with eBay on Facebook Marketplace integration

Earnings Season Q1 2024 Performance and Estimates RevisionAI Infrastructure Capex and Economic Growth DriversSemiconductor Industry Demand Surge and Valuation Expansion
View Analysis
Daily Tech Headlines

Daily Tech Headlines · May 5, 2026

White House Weighs New Working Group for AI Oversight - DTH

Securing $13B financing for AI data center, implementing AI-powered age verification, expanding teen safeguards globally

AI Safety Regulation and Federal OversightPre-Release AI Model Review FrameworksNational Security AI Evaluation Programs
View Analysis
Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 29, 2026

Mad Money w/ Jim Cramer 4/29/26

Raised capex by $10B with 33% revenue growth; Cramer conflicted on spending justification despite strong results

Tech Earnings and Supply Chain ConstraintsSmall Modular Reactor (SMR) Technology and Licensing ModelsRestaurant Operational Excellence and Same-Store Sales Growth
View Analysis
Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

Raised CapEx guidance to $125-145B from $115-135B; Q2 revenue guidance in line with consensus; stock down 5.3% on spending concerns

Cloud Infrastructure Spending and ROI JustificationAI Model Training vs. Inference EconomicsEnterprise AI Adoption and Sovereign Data Requirements
View Analysis
Bloomberg This Weekend

Bloomberg This Weekend · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

Raised CapEx guidance to $125-145B from $115-135B; Q2 revenue guidance in line with expectations but shares fell 5-6% on elevated spending

Cloud Computing Growth and Market Share CompetitionAI Infrastructure Investment and Capital Expenditure JustificationFree Cash Flow vs. Long-term AI Infrastructure Spending Trade-offs
View Analysis
Bloomberg Tech

Bloomberg Tech · Apr 29, 2026

Earnings Analysis: Meta, Microsoft, Alphabet & Amazon Deliver Earnings

Raised CapEx guidance to $125-145B from $115-135B; Q2 revenue guidance in line with expectations; stock down 5.3% on spending concerns

Cloud Infrastructure Capital Expenditure StrategyAI Model Training vs. Inferencing EconomicsEnterprise AI Adoption and Active User Metrics
View Analysis
WSJ Minute Briefing

WSJ Minute Briefing · Apr 29, 2026

Stocks Waver as a Split Fed Holds Rates Steady

Shares fell 5% in after-hours trading following earnings report showing increased capital expenditures

Federal Reserve monetary policy and interest rate decisionsStock market performance and index movementsTech earnings and AI profitability concerns
View Analysis
WSJ Tech News Briefing

WSJ Tech News Briefing · Apr 29, 2026

TNB Tech Minute: Families of Mass Shooting Victims Sue OpenAI for Negligence

Under EU investigation for inadequate age verification on Instagram and Facebook, allowing minors under 13 to access platforms

AI Safety and Content ModerationProduct Liability for AI SystemsChatGPT Safety Safeguards
View Analysis
Marketplace

Marketplace · Apr 28, 2026

Central banks move in step, for now

Reporting earnings this week; ad spending reveals economic strength and consumer acquisition trends

Central Bank Monetary Policy CoordinationFederal Reserve Interest Rate ExpectationsMedicaid Reimbursement Rate Cuts
View Analysis
Bloomberg Daybreak: US Edition

Bloomberg Daybreak: US Edition · Apr 27, 2026

DC Gala Attack Latest, US-Iran Talks at Stalemate

China blocked Meta's $2 billion acquisition of AI startup Manus citing technology leakage concerns

White House Security and Event SafetyMass Shooting Investigation and Suspect ProfilingUS-Iran Nuclear Negotiations
View Analysis
Animal Spirits Podcast

Animal Spirits Podcast · Apr 1, 2026

Home Buyer's Remorse (EP. 458)

Trading at 16x forward earnings with 25% multiple compression despite positive earnings growth; example of tech repricing

Market Correction vs. Recession SignalsTech Sector Valuation Compression and AI CapexWealth Inequality and Political Backlash
View Analysis
Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Mar 31, 2026

Mad Money w/ Jim Cramer 3/31/26

Lost legal cases in New Mexico and Los Angeles over youth protection; stock declined but appeals expected; major Slack customer

Iran Nuclear Negotiations and Geopolitical RiskCommodity Price Inflation from War (Oil, Fertilizer, Polyethylene, Aluminum)Federal Reserve Rate Cut Expectations
View Analysis
Brown Bag Mornings

Brown Bag Mornings · Mar 26, 2026

03/26/26 – HIGHLIGHTS of Brown Bag Mornings: 🤖 Whittier Robot Chaos & 😳 Shaq’s Wild DMs

Found liable by LA jury for designing addictive Instagram features that harmed a 20-year-old woman's mental health; ordered to pay majority of $6M damages.

Autonomous Robots in Municipal InfrastructureSidewalk Inspection Technology and LiabilityJob Displacement vs. Automation Efficiency
View Analysis
Mundo in the Morning - KCMO Talk Radio 95.7FM & 710 AM

Mundo in the Morning - KCMO Talk Radio 95.7FM & 710 AM · Feb 27, 2026

Back the Blue, Local School District is Nervous and World Cup Money Concerns | 2-27-26

Announced parental alert features for self-harm searches amid two active lawsuits questioning platform addiction and child safety practices

Law Enforcement Funding and SupportSchool District Bond Elections and Voter ConfidenceWorld Cup 2026 Security Preparations and Funding
View Analysis
Marketplace All-in-One

Marketplace All-in-One · Feb 25, 2026

The ripple effects of AI splurging

Announced $100 billion deal to purchase AI chips from AMD, driving market optimism and Nasdaq gains

AI Investment Profitability TimelineNVIDIA Earnings Guidance ImpactMeta AI Chip Acquisition Strategy
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 24, 2026

Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26

$14 billion compute order from CoreWeave; warrant deal with AMD worth $100+ billion; major AI infrastructure investor

AI Bubble Risk and Valuation ConcernsPrivate Credit Market Stress and Blue Owl Liquidity CrisisNVIDIA Earnings Catalyst and GPU Demand Sustainability
View Analysis
The Rubin Report

The Rubin Report · Feb 11, 2026

Cheryl Hines Makes Joe Rogan Go Quiet with Ugly Untold Stories of How Politics Really Works

Mark Zuckerberg purchasing $150-200M waterfront mansion in Miami, representing billionaire migration from California

Immigration enforcement and deportation policy effectivenessAlternative media vs. mainstream media credibility and gatekeepingDEI hiring practices and institutional competence decline
View Analysis
Red Eye Radio

Red Eye Radio · Feb 10, 2026

02-10-26 Part Two - Politicizing the Half Time Show

Mark Zuckerberg purchasing $150M Florida home; company facing AI disruption and regulatory pressure; considering operational relocation

California Tax Policy and Business RelocationSeattle Economic Decline and Job LossTech Company Headquarters Decisions
View Analysis
The Compound and Friends

The Compound and Friends · Dec 30, 2025

New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting

Example of liquidity-driven recovery from 2022 lows ($80 to $700) driven by multiple expansion, not earnings

Federal Reserve monetary policy and repo market operationsGlobal liquidity cycles and asset price mechanicsGold and silver rally drivers and central bank purchasing
View Analysis
Acquired

Acquired · Oct 28, 2024

Meta

Primary subject; formerly Facebook, operates 4B+ user social media ecosystem across Facebook, Instagram, WhatsApp, Threads

Founder Control and Corporate GovernanceMobile Platform Monetization StrategyAI-Driven Feed Ranking and Personalization
View Analysis