Meta Platforms (META) News Today

Meta Platforms, Inc. (NASDAQ:META) stock is trading lower today on mixed news about its AI initiatives, smart glasses rollout and insider activity.

• Positive Sentiment: Oracle is in talks with Meta on a $20 billion AI cloud computing deal, potentially boosting META’s infrastructure capabilities. Oracle Deal Report
• Positive Sentiment: Cantor Fitzgerald reaffirmed its overweight rating on Meta Platforms, underlining continued analyst confidence in the stock. Analyst Rating
• Positive Sentiment: Jim Cramer praised Meta’s strategic transformations and acquisitions, highlighting long-term growth potential. Cramer Commentary
• Neutral Sentiment: Meta’s Ray-Ban AI glasses impressed investors with cutting-edge features, though high price, weight and limited battery life may hinder mainstream adoption. AI Glasses Review
• Neutral Sentiment: The “race to make smartglasses relevant” heats up as Meta and Snap introduce new tech, reviving interest but also competition in the category. Smartglasses Race
• Negative Sentiment: Meta CTO Andrew Bosworth attributed failed smart glasses demos at Meta Connect to technical glitches—not Wi-Fi—raising concerns over product readiness. Demo Failure Explanation
• Negative Sentiment: A Fool.com analysis argues that Meta should trade at a lower multiple than its “Magnificent Seven” peers, pointing to valuation concerns despite strong growth. Valuation Analysis
• Negative Sentiment: Insider Jennifer Newstead sold 519 shares of META at an average price of $767.16, trimming her position and potentially signaling cautious insider sentiment. Insider Sale

Overall, investors are balancing positive analyst endorsements and a landmark AI partnership with execution risks around new hardware and insider selling, driving Meta’s mixed trading session.