According to Gary Black, within the Mag 8, $GOOG led 1-year performance at +72%, $AVGO followed at +61.5%, while $MSFT lagged at -4% (source: Gary Black on X). According to Gary Black, $META screens cheapest on 2026 P/E at 22.2x and on forward PEG at 1.3x, whereas $TSLA is richest at 200x 2026 P/E but carries the fastest projected EPS growth at +43% with a 2026 forward PEG of 4.7x (source: Gary Black). According to Gary Black, the S&P 500 trades at a 2026 P/E of 22.4x with a 4.46% earnings yield versus a 10-year Treasury yield of 4.23%, implying a 23 bp equity risk premium compared with a 50–75 bp historical range (source: Gary Black). For traders, this setup highlights relative value in $META on valuation metrics, momentum leadership in $GOOG, and valuation risk in $TSLA despite growth, while a slim ERP suggests heightened sensitivity to rate moves (source: Gary Black).

According to @StockMKTNewz, citing the Wall Street Journal, Meta Platforms ($META) laid off about 10% of staff, roughly 1,500 employees, from its Reality Labs division that houses its virtual and augmented reality initiatives (source: @StockMKTNewz; Wall Street Journal). The report includes no mention of cryptocurrencies or blockchain, providing no stated direct impact on crypto assets while quantifying a material headcount change traders can monitor for $META’s VR/AR exposure (source: @StockMKTNewz; Wall Street Journal).

According to @StockMKTNewz, citing Reuters, EU regulators approved Meta Platforms' pledge to use less personal data for ads, allowing $META to avoid daily fines in Europe (Reuters via @StockMKTNewz). Reuters, as relayed by @StockMKTNewz, reports that this approval removes the immediate penalty risk tied to Meta's ad-targeting practices in the EU, which is material for $META's advertising operations (Reuters via @StockMKTNewz). The Reuters report cited by @StockMKTNewz did not mention any direct impact on cryptocurrency markets (Reuters via @StockMKTNewz).

According to @StockMKTNewz, Mark Zuckerberg and Meta Platforms (META) announced plans to invest $1.5 billion to build a gigawatt-sized data center in Texas, source: @StockMKTNewz on X, Oct 15, 2025. The post specifies issuer (META), capex of $1.5 billion, gigawatt-scale capacity, and Texas location, offering concrete inputs traders can track for AI infrastructure exposure, source: @StockMKTNewz on X, Oct 15, 2025. No timeline, precise site, or vendor details were included in the post, source: @StockMKTNewz on X, Oct 15, 2025. Crypto market participants tracking AI-infrastructure headlines can note the confirmed scale and location of this build, source: @StockMKTNewz on X, Oct 15, 2025.

According to StockMKTNewz, Meta ($META), led by Mark Zuckerberg, has launched a new AI 'World Model' designed to enhance advancements in robotics and self-driving car technologies, as reported by CNBC on June 11, 2025. This major development positions Meta at the forefront of AI-driven automation, which could significantly impact crypto projects focused on AI and autonomous systems, such as Fetch.ai (FET) and SingularityNET (AGIX). The integration of advanced AI into real-world applications is expected to increase institutional interest in AI-related crypto assets and drive demand for tokens powering decentralized robotics and self-driving ecosystems. (Source: CNBC via StockMKTNewz)

According to The Kobeissi Letter, Meta stock ($META) fell 3% following Meta's announcement of a delay in launching its flagship AI model. This development signals potential short-term weakness in technology equities, especially those tied to AI innovation. Traders should note that delays in major AI project rollouts can lead to reduced investor confidence in related tech stocks, which often correlates with increased volatility in crypto assets such as AI tokens and blockchain projects focused on artificial intelligence integration. Source: The Kobeissi Letter on Twitter.

According to The Kobeissi Letter, Meta ($META) has officially ended its remarkable 20-day win streak, during which the stock surged by 20.5%, adding $350 billion to its market capitalization. This substantial rally from January 16th to February 14th reflects significant investor confidence and potential for continued attention from traders despite the streak's conclusion.

According to The Kobeissi Letter, Meta's stock ($META) has closed higher for the 20th consecutive day, marking a historic streak for the company.