Recent Moves
Meta has signed a capacity agreement with Overview Energy to secure up to 1 GW of future space-based solar power, targeting initial deployment by 2030 [1]. The company has also recently announced layoffs, which could be bearish for the stock [2].
Earnings Outlook
Meta's Q1 guidance has beaten estimates, with AI-driven non-cloud growth shining, but FY26 CapEx risks loom [3]. However, options positioning and technicals suggest downside risk post-earnings [4].