META vs NVDA
AI-powered side-by-side analysis. Updated every 2 hours.
Meta down 33% but executes: $200B revenue, $135B capex, Arm AGI locked
- • Stock down 33% from 52-week high of $796.25 to ~$530 as of March 27, 2026
- • 2026 capex guidance $115–$135 billion; AI-related debt surge totals $140 billion
- • Arm Holdings cemented Meta as launch partner for 136-core AGI CPU targeting $15 billion annual sales in 5 years
Nvidia caught between record earnings and macro headwinds
- • Record FY Q4 revenue $68.1B (+73% YoY), data center sales +75% to $62.3B, net income +94% to $42.96B
- • Three executives sold $104.1M at $172–$183 per share; stock now at $167.86, down 19% from highs, below 50- and 200-day MAs
- • Gross margin compressed to 75%, forward PE at 15.1x, P/E at 34.1x; Nasdaq correction -10.7%, Magnificent Seven erased $850B
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