US EditionMeta's Subscription Push Across Three Apps Reveals Fear of AI-Driven Ad Revenue Disruption
Meta's $6 billion deal will expand Corning's fiber-optic production, creating up to 1,000 jobs and supporting AI data center growth across the U.S., driven by rising demand.
- On Tuesday, Corning Inc. shares surged more than 16% after CNBC reported Meta Platforms will pay up to $6 billion, making it the S&P 500's top gainer.
- Demand is rising because fiber is more energy-efficient, with Corning Inc. expanding operations to supply hyperscalers like Meta, as fiber uses far less energy than copper, Weeks said.
- Corning's optical communications revenue rose 33% to $1.65 billion, with enterprise sales up 58% driven by new Gen AI products, and over 1.3 billion miles of Contour fiber invented, O'Day said.
- Jim Cramer urged restraint for sellers, saying `Don't sell this stock` and `Understand, we in this thing not for $109, but for $200.` The Investing Club still targets $95 per share and awaits Wednesday earnings from Corning and Meta.
- The expansion could create local jobs in Hickory as Corning Inc. expects to add 750 to 1,000 jobs and warns of risks amid critics' bubble concerns over $1 trillion compute deals.
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39 Articles
Meta's Subscription Push Across Three Apps Reveals Fear of AI-Driven Ad Revenue Disruption
Quick Read Meta (META) is testing subscriptions across Instagram, Facebook and WhatsApp despite 40.1% operating margins. Meta generated $51.24B revenue in Q3 2025. AI-driven ad targeting is cannibalizing Meta’s advertising effectiveness. Meta’s EPS dropped 38% in 2022 from iOS privacy changes. Meta committed $6B to Corning fiber and 1.2 gigawatt Oklo nuclear for infrastructure supporting a non-existent business model. If you’re focused on pi…
Meta, Corning Reach $6 Billion Agreement for Fiber-Optic Cables
Meta Platforms Inc. and Corning Inc. on Jan. 27 announced a $6 billion multiyear partnership for Corning to supply fiber-optic cables to the cloud service provider’s burgeoning data center operations. In November 2025, Meta announced it would spend $600 billion over the next three years to advance U.S. technology infrastructure and workforce expansion projects, including data centers, to drive development of artificial intelligence (AI). Meta cu…
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