 Dear Reader, Dr. Mark Skousen here. Elon Musk already made me about $800,000 richer. Years ago, I got into a Tesla-heavy fund before anyone believed in him. Back when the "smart money" said electric cars were a joke. When the media was writing his obituary every other week. I ignored them all. I trusted my research. I bet big. That single bet turned into a near seven-figure position in under a decade. Now I'm betting on Elon again — with SpaceX. Bloomberg is calling the upcoming IPO "the biggest listing of ALL TIME." A $1.5 TRILLION valuation. And after meeting Elon face-to-face at a private gathering of Wall Street elites, and throwing myself into my research, I'm convinced the announcement is coming soon. March 26, 2026. That's my prediction. I have an "access code" that lets you grab a pre-IPO stake before it happens. I’d like to share it with you… Elon already helped me make a small fortune. I believe he's about to do it again — for anyone smart enough to get in early. Click here to see how to get your pre-IPO “access code”. Yours for peace, prosperity, and liberty, AEIOU, Dr. Mark Skousen Macroeconomic Strategist, The Oxford Club P.S. I've bet on Elon before and won. Now I'm doubling down. Just click on this link to see how to join me.
Additional Reading from MarketBeat META Resets Reality Labs, Grows Message Sales as Ad Engine RoarsSubmitted by Leo Miller. Publication Date: 2/13/2026. 
Key Points- Meta's advertising business is firing on all cylinders, with the firm forecasting 30% growth next quarter.
- However, investors are eager to see the company pull different AI levers to monetize its massive investment.
- Meta is pivoting its Reality Labs business to stem losses, while business messaging revenue is growing briskly.
- Special Report: The $20 Trillion Discovery Beneath the Waves (From NXT Wave Research)

Meta Platforms' (NASDAQ: META) latest earnings report made one thing clear: advertising is its primary growth driver, growing at a pace not seen in years. But with the firm expected to spend roughly $125 billion in capital expenditures in 2026, it needs additional growth engines beyond ads. On the earnings call, Meta outlined its non-core business ambitions. AI-enabled advertising is powering the Magnificent Seven company today; non-core operations are intended to fuel future growth. Reality Labs Reversal: Meta Sees Losses Peaking in 2026Meta is shifting Reality Labs priorities toward investments with a more realistic path to success. In the earnings call, CEO Mark Zuckerberg downplayed the "metaverse" and highlighted the firm's AI glasses, saying sales more than tripled in 2025. He added that going forward, most Reality Labs investment will target glasses and other wearables. As that shift occurs, Meta expects Reality Labs' losses to be roughly similar to last year before peaking in 2026. The segment's operating losses have widened each year since Meta began reporting them. The unit lost $19.2 billion in 2025—more than four times the $4.5 billion loss in 2019. Another ~$19 billion in 2026 would still be a significant drag. Still, it's encouraging that the company forecasts an end to steadily larger losses. That creates hope the trend could reverse in 2027. The timing likely isn't coincidental: AI glasses have a much larger addressable market than virtual-reality headsets, and only a substantially bigger market can support the unit volumes needed to make Reality Labs profitable. Despite Meta saying AI-glasses sales soared, Reality Labs revenue rose less than 3% in 2025. Meta will need materially better growth in 2026 to prove AI glasses can be a long-term revenue driver. Business Messaging Revenue Soars, AI Drives Internal EfficiencyMeta's other key non-core initiative is business messaging, where companies pay to interact with users via direct messages—primarily on WhatsApp. That revenue appears in the company's "Family of Apps Other Revenue" line, which rose 54% to $801 million, driven by WhatsApp paid messaging. While still a small fraction of Meta's overall revenue, business messaging is growing much faster than the broader business and could become more important over time. Meta also shared an update on internal efficiency gains from AI. It said adoption of AI coding tools boosted output per software engineer by about 30%, and among AI coding-tool "power users" output rose roughly 80%. As Meta invests heavily in AI, cutting costs and improving productivity is critical; these results suggest AI is already delivering early productivity gains. Meta said it plans to roll out new AI tools and models through 2026. Details remain limited, but the company highlighted its acquisition of Manus, noting that integrating Manus expands its suite of customer solutions. Zuckerberg suggested Manus could enable new business lines. One possibility would be a premium tier for Ads and Business Manager that incorporates Manus's capabilities. Overall, Manus could provide another non-advertising AI monetization pathway. META: Building More AI Pillars Around AdvertisingMeta's latest earnings report bought the company something it needed: time. With rising CapEx, Reality Labs losses, and underwhelming LLaMA model updates, investors had grown impatient. By showing that AI is improving its core advertising business, Meta has eased some of the pressure. Investors will now expect concrete progress on non-core initiatives in 2026 and evidence the company can capitalize on its five pillars for AI growth.
This ad is sent on behalf of The Oxford Club. 105 W Monument St, Baltimore, Maryland 21201. If you would like to optout from receiving offers from The Oxford Club please click here |
No comments:
Post a Comment