Meta Reports $51.2 Billion While Intel Discusses Tesla AI Chips

The artificial intelligence sector continues to drive significant shifts across various industries, influencing company financials, investment strategies, and global trade. Meta Platforms, for instance, reported a robust third-quarter revenue of $51.2 billion, marking a 26% increase. However, the company's earnings faced a setback due to substantial AI spending and a one-time $15.93 billion tax charge, leading to a roughly 10% dip in its stock. Despite this, Meta's advertising business thrives with AI integration, and its user base expanded to 3.5 billion daily active users, with plans for continued heavy investment in AI. The company, which has never split its stock since its 2012 IPO, is now nearing a share price of $700, making it a candidate for a stock split, similar to ASML Holding. Meanwhile, Intel Corp. saw its stock rise amid reports of potential discussions with Tesla Inc. to produce AI chips. This partnership could significantly bolster Intel's foundry business, as Tesla develops its own AI chips for autonomous driving systems. In the media sector, News Corp announced strong first-quarter fiscal results, with revenue climbing 2% to $2.14 billion. CEO Robert Thomson emphasized that AI businesses must compensate for the data and journalism they utilize, expecting to finalize more partnerships with AI firms soon. Further demonstrating AI's economic impact, Aily Labs secured $80 million in new funding, led by FPV Ventures, to expand its AI-native Decision Intelligence platform for Fortune 500 companies. The demand for AI is also reshaping global infrastructure and trade. Taiwan's total goods exports surged by an impressive 49.7% in October, the fastest growth in 15 years, primarily driven by the high demand for AI chips. Shipments to the United States alone jumped by 144.3%. Concurrently, Chinese power stocks are experiencing their best week in years, fueled by the escalating energy requirements of AI data centers, with companies like Sungrow Power Supply Co. and Trina Solar Co. benefiting from this trend. UBS Group AG projects China's power demand to accelerate to 8% by 2028, necessitating further investment in AI infrastructure. Investment firm BIP reported a 9% increase in Funds From Operations in Q3 2025, attributing strong returns to new investments in AI infrastructure. JPMorgan also recognized GE Vernova as a top investment for the AI data center market, adding it to its analyst focus list. Even companies facing challenges, like Opendoor Technologies Inc., are pivoting towards AI; after a disappointing first-quarter earnings miss with a net loss of $117 million and revenue of $2.4 billion, CEO Eric Wu announced a major strategic shift to leverage AI for improved pricing, efficiency, and profitability.

Key Takeaways

• Meta Platforms reported $51.2 billion in Q3 revenue, a 26% increase, but its stock dipped due to high AI spending and a $15.93 billion tax charge.
• Meta Platforms, with shares nearing $700, and ASML Holding are considered candidates for stock splits to make shares more accessible.
• News Corp's revenue increased to $2.14 billion, with CEO Robert Thomson asserting that AI companies must pay for content and journalism.
• Aily Labs secured $80 million in funding to expand its AI-native Decision Intelligence platform for Fortune 500 companies.
• Intel Corp. stock rose on reports of potential talks with Tesla Inc. to produce AI chips, which could significantly boost Intel's foundry business.
• Taiwan's exports soared by 49.7% in October, the fastest growth in 15 years, primarily driven by strong demand for AI chips.
• Chinese power stocks are surging due to the increasing energy demands of AI data centers, with UBS predicting China's power demand to accelerate to 8% by 2028.
• BIP reported a 9% growth in Funds From Operations in Q3 2025, with new investments in AI infrastructure expected to deliver high returns.
• JPMorgan added GE Vernova to its analyst focus list, identifying it as a high-quality investment for the growing artificial intelligence data center market.
• Opendoor Technologies Inc. announced a strategic shift to leverage AI for pricing, efficiency, and profitability after reporting a Q1 net loss of $117 million and revenue of $2.4 billion.

Meta Platforms stock dips despite strong AI growth

Meta Platforms reported strong third-quarter revenue of $51.2 billion, a 26% increase. However, its earnings disappointed investors due to higher AI spending and a one-time $15.93 billion tax charge. This caused the stock to drop about 10%. Despite the dip, Meta's advertising business is performing well, boosted by AI, and its user base grew to 3.5 billion daily active users. The company plans to continue investing heavily in AI, which management believes will drive future growth and opportunities.

Two AI stocks like ASML and Meta may split soon

Stock splits are becoming popular again, with companies like Netflix and ServiceNow recently announcing them. Two AI-focused companies, ASML Holding and Meta Platforms, appear ready for a stock split. ASML Holding's shares trade over $1,000, and its last split was over a decade ago. Meta Platforms, which has never split its stock since going public in 2012 at $38, sees its share price nearing $700. Stock splits make shares more affordable for individual investors and can celebrate a company's success without changing its core value.

News Corp revenue rises CEO warns AI companies to pay

News Corp reported strong first-quarter fiscal results, with revenue increasing 2% to $2.14 billion and net income up 1% to $150 million. CEO Robert Thomson stated that artificial intelligence businesses must pay for the data and journalism they use, emphasizing that content should not be stolen. Dow Jones saw a 6% revenue increase, and Realtor.com's parent company Move grew revenue by 9%. News Corp's News Media segment also improved, with revenue up 1% to $545 million. Thomson expects to announce more partnerships with AI firms soon.

Aily Labs secures $80 million to expand AI platform

Aily Labs, a company that creates an AI-native Decision Intelligence platform, raised $80 million in new funding. FPV Ventures led the investment, with additional support from Insight Partners and J.P. Morgan. This funding will help Aily Labs expand its mission to assist Fortune 500 companies. The company aims to improve business performance by integrating its artificial intelligence solutions into core operations.

China power stocks surge on AI data center demand

Chinese power stocks are experiencing their best week in years, driven by investor confidence in the growing energy needs of artificial intelligence data centers. Companies like Sungrow Power Supply Co. and Trina Solar Co. are seeing benefits from this trend. The increased demand for electricity is boosting power equipment manufacturers. China's focus on expanding its new energy infrastructure also supports this rally. UBS Group AG predicts China's power demand will accelerate to 8% by 2028, leading to more investment in AI infrastructure.

Taiwan exports soar fastest in 15 years due to AI chips

Taiwan's total goods exports increased by a remarkable 49.7% in October compared to last year, marking its strongest growth in 15 years. Shipments to the United States surged by 144.3%, accounting for over a third of Taiwan's total exports. This significant rise is largely due to the high demand for artificial intelligence chips, highlighting Taiwan's crucial role in the global technology supply chain. TSMC, the world's most advanced chipmaker, is based in Taiwan. Experts expect total exports to reach $600 billion for 2025.

Intel stock rises on possible Tesla AI chip talks

Intel Corp. stock increased after reports suggested the company might be in talks with Tesla Inc. to produce artificial intelligence chips. This potential partnership could significantly boost Intel's foundry business, which aims to attract outside customers for chip manufacturing. Tesla develops its own AI chips for its autonomous driving systems and other projects. While both companies have not commented on the discussions, a deal would be a major win for Intel as it works to strengthen its position in the competitive semiconductor industry.

BIP reports 9 percent FFO growth and new AI investments

In the third quarter of 2025, BIP saw its Funds From Operations increase by 9% compared to the previous year. The company also achieved strong performance across its segments and generated over $3 billion from asset sales. New investments, especially in artificial intelligence infrastructure, are expected to deliver high returns. These positive results are supported by the company's strong cash flow and good market conditions.

JPMorgan names GE Vernova a top AI data center stock

JPMorgan added GE Vernova to its analyst focus list, calling it a high-quality investment for the growing artificial intelligence data center market. Despite recent stock weakness, GE Vernova reported solid third-quarter results. JPMorgan maintains a buy-equivalent rating on the stock. Analysts believe investor expectations are low ahead of the company's investor event on December 9.

Opendoor stock crashes company bets on AI for future

Opendoor Technologies Inc. stock fell sharply by up to 30% after the company reported a disappointing first-quarter earnings miss. Opendoor announced a net loss of $117 million and revenue of $2.4 billion, both below analyst expectations. Facing challenges from a volatile housing market and increased competition, CEO Eric Wu revealed a major shift towards artificial intelligence. The company plans to use AI to improve pricing, boost efficiency, and drive profitability, hoping this strategy will secure its future.

Sources

• 1 Surefire Artificial Intelligence (AI) Stock to Buy on the Dip
• Stock-Split Watch: 2 AI Stocks That Look Ready to Split
• News Corp reports higher revenue as CEO shares pointed message to AI...
• Aily Labs Raises $80 Million to Scale AI that Drives Performance across Fortune 500 Companies
• China’s AI Boom Fuels Rally in Power Stocks as Next Winner
• AI Chip Frenzy Fuels Taiwan’s Fastest Export Gain in 15 Years
• INTC: Intel Stock Rises on Talk of Possible AI Chip Partnership With Tesla
• BIP: Q3 FFO up 9% YoY, strong asset sales, and new AI/data investments set for high returns
• This portfolio stock is one of 'the highest quality' plays on the AI data center boom, JPMorgan says
• Opendoor Crashes Hard: Can AI Save This Meme-Stock Darling From Oblivion?