| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-05 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-5-26 |
Meta Platforms up another 1.9%; the host noted he had recommended it to a friend '200 points ago'. [audio] | — | — | — |
| 2026-10-05 | WATCH | MEDIUM | Rob Black Show Nasdaq Hits Fresh High |
Deutsche Bank's Benjamin Black sees Meta's Muse AI agent driving up to 8% of revenue (~$36 billion) by 2030, with 5.1 million downloads so far and the stock up 25% this month as a mega-cap darling. [audio] | — | — | — |
| 2026-10-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-2-26 |
Meta discussed as an outperformer, but the host doubts its enterprise push will succeed and sees its edge with small businesses instead. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-1-26 |
Named as ~3-3.3% of the indexes in the weight rundown, and again as one of the Mag7. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Beginning The Month Of October 2026 |
Needham's Laura Martin argued Meta building an AI-agent hardware and advertising ecosystem could sit between consumers and the iPhone — the bigger long-term risk to Apple; the host owns Meta shares but says he would never trust Zuckerberg with a phone. [audio] | — | — | — |
| 2026-09-30 | BUY | MEDIUM | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
Rosenblatt told investors to stop sweating AI-agent disruption to Meta's ads; the host adds to his Meta position on 10-30% pullbacks. [audio] | — | — | — |
| 2026-09-29 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-29-26 |
Meta rebounded as investors considered its enterprise opportunity serving small businesses already using Facebook and Instagram. [audio] | — | — | — |
| 2026-09-29 | WATCH | MEDIUM | Rob Black Show Stocks Little Changed As Traders Watch Yield Moves |
Meta's Muse small-business agent, existing distribution, rising AI spending, and institutional demand were discussed as growth drivers. [audio] | — | — | — |
| 2026-09-28 | BUY | MEDIUM | Rob Black Show Afternoon podcast 9-28-26 |
Black calls Meta a long-term accumulate after a 4.7% pullback gave back part of last week's double-digit advance, and notes Meta struck a deal MongoDB could not refuse. [audio] | — | — | — |
| 2026-09-28 | BUY | MEDIUM | Rob Black Show Markets Drop Weighed Down By Rising Oil Prices |
Black reports Meta gave back about 4% of last week's double-digit advance, then details a raised price target after Meta Connect, new AI and VR glasses, and early traction for the Muse personal AI agent that flipped the narrative in its favor. [audio] | — | — | — |
| 2026-09-25 | BUY | MEDIUM | Rob Black Show The Bond Market In September |
Black says he owns and accumulates Meta on pullbacks because of strong fundamentals and Muse's growth potential, while cautioning that its recent surge may leave shares range-bound and that an equity raise is a risk. [audio] | — | — | — |
| 2026-09-24 | BUY | HIGH | Rob Black Show Afternoon podcast 9-24-26 |
Meta hit year-to-date highs, up about 36% since the start of September, with Muse giving a clear path to monetize AI spending. [audio] | — | — | — |
| 2026-09-23 | HOLD | HIGH | Rob Black Show Afternoon podcast 9-23-26 |
Rob described his existing Meta investment and past dip purchases favorably, citing Muse adoption, useful AI agents, business dominance and growing operating cash flow. [audio] | -1.5% | — | — |
| 2026-09-23 | WATCH | MEDIUM | Rob Black Show Stocks Fall As Yields Shoot Higher |
Meta rose ahead of Connect as Muse generated interest and KeyBank raised its price target to $900 while watching monetization and developer relationships. [audio] | -1.5% | — | — |
| 2026-09-22 | BUY | MEDIUM | Rob Black Show Afternoon podcast 9-22-26 |
Rob reiterated his successful recommendation to buy Meta on a deep pullback and praised adoption of its Muse AI assistant. [audio] | +0.3% | — | — |
| 2026-09-22 | BUY | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Rob described Meta as a major recent purchase on a 20%-40% pullback and emphasized Muse adoption and distribution as its bull case developed. [audio] | +0.3% | — | — |
| 2026-09-21 | BUY | MEDIUM | Rob Black Show Afternoon podcast 9-21-26 |
Rob said he owns Meta and favors its distribution, training data, cash generation, and Muse app, which he believes can improve advertising effectiveness and pricing. [audio] | -3.5% | — | — |
| 2026-09-21 | BUY | HIGH | Rob Black Show Stocks Rise As Oil Prices Ease |
A reiterated buy rating and Meta's leading Muse agent, transaction potential, user data, and advertising advantages supported a bullish thesis. [audio] | -3.5% | — | — |
| 2026-09-17 | BUY | HIGH | Rob Black Show Afternoon podcast 9-17-26 |
Rob expects Meta's AI products and subscriptions to strengthen engagement and monetization. [audio] | +14.1% | — | — |
| 2026-09-16 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-16-26 |
Citi put Meta on a 90-day upside watch based on AI products and subscriptions. [audio] | +10.6% | — | — |
| 2026-09-16 | BUY | MEDIUM | Rob Black Show Stocks Higher Ahead Of Fed Rate Decision |
Rob highlighted Meta's AI agent, user reach, and subscription opportunity. [audio] | +10.6% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-15-26 |
Meta was listed among quality technology companies with strong cash flow. [audio] | +10.0% | — | — |
| 2026-09-15 | BUY | MEDIUM | Rob Black Show Markets Fall As Losses Accelerate |
Meta's AI strategy, massive user base, and shopping agent were discussed as meaningful advantages. [audio] | +10.0% | — | — |
| 2026-09-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-14-26 |
Meta was cited as a communication-services leader and an AI company with deep cash flows. [audio] | +11.5% | — | — |
| 2026-09-14 | BUY | HIGH | Rob Black Show Major Shakeup In Artificial Intelligence Amid Safety Concerns |
Meta's personal AI agent, user scale, and monetization potential were described as catalysts for a higher valuation. [audio] | +11.5% | — | — |
| 2026-09-11 | MENTIONED | LOW | Rob Black Show Big Story Rate Hike Odds Surged |
Meta was mentioned as one of the stocks participating in the broad market rally and later as a long-term shopping-list name. [audio] | +2.7% | — | — |
| 2026-09-10 | BUY | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob highlights JPMorgan's upgrade of Meta to overweight with an $820 target on Muse transaction-monetization potential, while also explaining subscription competition and consumer-trust risks. [audio] | +5.9% | — | — |
| 2026-09-09 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-9-26 |
Rob credits Meta's approximately 6.55% gain to a clearer Muse AI-agent strategy that could earn returns through advertising, services and leasing spare compute capacity. [audio] | +3.0% | — | — |
| 2026-09-09 | WATCH | MEDIUM | Rob Black Show Rising Oil Prices Continue To Rattle Investors |
Rob highlights Meta's roughly 7% gain and Muse personal-agent launch as potential ways to monetize AI spending, while emphasizing unresolved privacy and trust concerns. [audio] | +3.0% | — | — |
| 2026-09-08 | MENTIONED | LOW | Rob Black Show Stocks Drop As Oil Prices Climb |
Meta is named among hyperscalers wanting AI chip alternatives and among the mega caps investors debate as expensive. [audio] | +9.3% | — | — |
| 2026-09-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-4-26 |
Named among the handful of companies that dominated the first phase of the AI boom fighting over frontier intelligence. [audio] | +5.1% | — | — |
| 2026-09-03 | HOLD | MEDIUM | Rob Black Show Afternoon podcast 9-3-26 |
Meta was up 3% on a big three-week move, and Rob questioned how its massive and arguably irresponsible AI budget will fare, though its cash-gushing ad business can fund it. [audio] | +5.5% | — | — |
| 2026-09-03 | MENTIONED | LOW | Rob Black Show Mega Cap Names Doing Well Today |
Meta was the standout mega cap, up $25 or 4.3% on the session. [audio] | +5.5% | — | — |
| 2026-09-02 | MENTIONED | LOW | Rob Black Show Stocks Rise For First Time In Four Sessions |
Raised as possibly having already killed the smart glasses category by creating privacy concerns; also named among the expensive-but-debated large caps. [audio] | +10.3% | — | — |
| 2026-09-01 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-1-26 |
Included on the host's list of companies investors are debating whether they are too expensive. [audio] | +6.0% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-31-26 |
Pulls in $676 million a day in revenue, and Rob said Facebook ads have to convince the world whereas ChatGPT users state their buying intent directly. [audio] | +7.8% | +28.2% | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Meta is testing data center robots that could replace up to 80% of some technician workloads, automating the labor behind its AI build-out. [audio] | +7.8% | +28.2% | — |
| 2026-08-28 | BUY | MEDIUM | Rob Black Show A Very Big Week On Wall Street |
He called Meta attractive near its 52-week low after the $12.7B youth-safety settlement removed regulatory tail risk while the ad machine still grew 28% with compute optionality upside. [audio] | +6.7% | +30.1% | — |
| 2026-08-27 | WATCH | MEDIUM | Rob Black Show Nvidia Revenue Outlook Lifts Chip Stocks |
UBS sees the $18 billion teen mental health settlement as a manageable outcome that removes a big potential headwind, though the stock was down on the day. [audio] | +6.9% | +31.7% | — |
| 2026-08-26 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-26-26 |
Meta rose 1% because the $16.7 billion settlement spread over a decade is nothing to the company, avoiding a federal trial with vastly larger potential penalties and preserving revenue guidance. [audio] | +2.9% | +30.6% | — |
| 2026-08-26 | BUY | MEDIUM | Rob Black Show Inflation Remains Elevated |
Rob likes Meta because litigation never seems to stick, and the $16.7 billion state settlement removes a big question mark without changing revenue or earnings guidance. [audio] | +2.9% | +30.6% | — |
| 2026-08-25 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-25-26 |
Up 2%, providing support for the communication services sector. [audio] | +1.5% | +36.5% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-24-26 |
Up nine dollars to 559, a 1.66% gain on the day. [audio] | +2.4% | +33.2% | — |
| 2026-08-20 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-20-26 |
Named among hyperscalers spending hundreds of billions on AI data centers and now issuing bonds yielding 6-8%. [audio] | +4.6% | +22.0% | — |
| 2026-08-20 | MENTIONED | MEDIUM | Rob Black Show Markets Drop Hurt By Rising Treasury Yields |
Listed among trillion-dollar companies and as a hyperscaler willingly paying NVIDIA's higher rack prices. [audio] | +4.6% | +22.0% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Afternoon podcast 8-19-26 |
Rob called Meta the cleanest example of return on AI, spending $137 billion in capex while second quarter revenue jumped 28% to $60.8 billion as AI made its existing ad machine work better. [audio] | +5.5% | +21.9% | — |
| 2026-08-19 | BUY | HIGH | Rob Black Show Stock Market Is Shrugging Off Geopolitical Risks |
Rob called Meta the cleanest example of return on AI, spending $137 billion in capex while Q2 revenue jumped 28% to $60.8 billion on better ad pricing, with WhatsApp monetization still early. [audio] | +5.5% | +21.9% | — |
| 2026-08-18 | BUY | HIGH | Rob Black Show Afternoon podcast 8-18-26 |
Meta fell about 3.5% amid the tech selloff and a $1.4 trillion lawsuit from 29 states, which Rob called very likely a buying opportunity given its underappreciated advertising business. [audio] | +4.9% | +25.5% | — |
| 2026-08-18 | MENTIONED | MEDIUM | Rob Black Show Trouble In Tech Land |
Named among the Magnificent Seven mega caps driving index concentration and whose free cash flow was amazing before AI spending. [audio] | +4.9% | +25.5% | — |
| 2026-08-17 | SELL | MEDIUM | Rob Black Show Afternoon podcast 8-17-26 |
Rob said Meta faces astronomical consequences as opening arguments begin tomorrow in California Attorney General Rob Bonta's case, with more states trying to force design changes to the platform. [audio] | -1.7% | +18.3% | — |
| 2026-08-17 | MENTIONED | LOW | Rob Black Show Investors Weigh AI Optimism |
Hugging Face data showed Meta models generated about 27 million downloads during 2026, far behind Google and Alibaba. [audio] | -1.7% | +18.3% | — |
| 2026-08-13 | MENTIONED | LOW | Rob Black Show More Encouraging Inflation Data |
Meta was named among the hyperscalers planning enormous AI spending, with 2027 free cash flow forecast at negative $16.2 billion. [audio] | -8.3% | +8.9% | — |
| 2026-08-12 | MENTIONED | MEDIUM | Rob Black Show Tame Inflation Data |
Meta was named alongside NVIDIA as backing the open AI ecosystem against the closed-model camp. [audio] | -5.7% | +12.0% | — |
| 2026-08-11 | BUY | MEDIUM | Rob Black Show Oil Prices Stabilize |
Meta rose $13 or 2.2% and is boosting second half CapEx to $86.6 billion from $51 billion, while Zuckerberg released a 6,500 word AI manifesto pushing open source AI adoption. [audio] | -9.3% | +7.6% | — |
| 2026-08-10 | BUY | MEDIUM | Rob Black Show Iran Makes Demands |
Rob relayed that Meta's AI story is underappreciated because it owns Facebook, Instagram, WhatsApp and Threads, where AI improves recommendations, advertising and engagement, increasing revenue without adding users. [audio] | -4.4% | +9.9% | — |
| 2026-08-06 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-6-26 |
Meta was listed among the hyperscalers Rob is weighing as beneficiaries of the trillion-dollar AI CapEx wave. [audio] | +0.9% | +4.6% | — |
| 2026-08-06 | MENTIONED | LOW | Rob Black Show Traders Keep An Eye On The Middle East |
Trading slightly higher, about three-quarters of one percent; also released a coding agent called Muse Code to compete with OpenAI and Anthropic. [audio] | +0.9% | +4.6% | — |
| 2026-08-05 | WATCH | HIGH | Rob Black Show Afternoon podcast 8-5-26 |
Meta's CapEx-to-revenue ratio is expected to hit 54.9% from 35.9%, and Rob said the return-on-investment narrative around hyperscaler spending can create buying opportunities. [audio] | -1.7% | +4.8% | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Markets Rally To Fresh Records On Earnings Strength |
Meta was named alongside Microsoft as a hyperscaler customer buying Arista's data center networking hardware. [audio] | -1.7% | +4.8% | — |
| 2026-08-04 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Dropped Amid Optimism |
Meta was slightly lower today, though Rob noted investors are looking more positively at the big CapEx spenders after yesterday's strong moves. [audio] | +1.9% | +3.9% | — |
| 2026-08-03 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-3-26 |
Meta jumped 6% off multi-month lows and Rob said he is okay buying it on the dip if you are a patient investor with a three-year horizon. [audio] | +0.8% | +0.4% | — |
| 2026-08-03 | BUY | MEDIUM | Rob Black Show Market Surges As Oil Prices Slide |
Meta fell 8% on soft revenue and higher CapEx with no cloud or API monetization plan, but Rob said he likes it longer term and would buy the dip. [audio] | +0.8% | +0.4% | — |
| 2026-07-31 | BUY | MEDIUM | Rob Black Show An Earnings Season Summer |
Using AI to improve advertising performance while investing heavily in future platforms; grouped with the names showing AI investment producing measurable returns. [audio] | +6.4% | +3.8% | — |
| 2026-07-30 | HOLD | HIGH | Rob Black Show Afternoon podcast 7-30-26 |
Down 7% on the day and about 30% in the drawdown, but host says 'I did not sell my shares of meta today'; Instagram passed 2 billion daily users and Reels engagement is driving 98% ad-based revenue of $59.4B out of $60.8B. [audio] | +9.4% | +7.2% | — |
| 2026-07-30 | MENTIONED | MEDIUM | Rob Black Show Semiconductors Help Drive Gains |
Meta's stock fell after earnings, buybacks hit zero, and cash flow collapsed; discussed revenue, user growth, and ecosystem. [audio] | +9.4% | +7.2% | — |
| 2026-07-29 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-29-26 |
Meta is discussed for earnings, revenue forecast, capital expenditures, and Reality Labs losses. [audio] | +0.5% | -1.3% | — |
| 2026-07-29 | WATCH | HIGH | Rob Black Show Stocks Stumble As Oil Surges |
Meta reports earnings tonight; investors are looking for evidence that AI is improving advertising economics and engagement. [audio] | +0.5% | -1.3% | — |
| 2026-07-28 | MENTIONED | MEDIUM | Rob Black Show Dow Rises But Semiconductors Slide |
Meta increased its AI spending plans and is reporting earnings this week. [audio] | -0.9% | -3.8% | — |
| 2026-07-28 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-27-26 |
Host mentions Meta's upcoming earnings, importance in the Magnificent Seven, and CEO Mark Zuckerberg; positive outlook on continued investment. [audio] | -0.9% | -3.8% | — |
| 2026-07-27 | MENTIONED | MEDIUM | Rob Black Show Markets Meander As Oil Falls |
Reporting earnings this week; cautious sentiment due to likely CapEx increase; less ability to show demand until business model changes; data center partnership with Schlumberger. [audio] | -0.6% | -3.0% | — |
| 2026-07-24 | MENTIONED | LOW | Rob Black Show Broader Market Rebounded |
Meta is mentioned as a big company investing in AI chips and data centers. [audio] | -6.5% | -7.6% | — |
| 2026-07-23 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-23-26 |
Meta was mentioned as being down 3.3% and as part of the Magnificent Seven with concerns about spending and stock performance. [audio] | -11.1% | -9.3% | — |
| 2026-07-23 | MENTIONED | MEDIUM | Rob Black Show Markets Lower As Tech Disappoints |
Meta discussed as a hyperscaler investing in AI infrastructure and as a beneficiary of free cash flow last year. [audio] | -11.1% | -9.3% | — |
| 2026-07-22 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-22-26 |
Meta was down 2.5 percent and discussed as controlling 70% of the smart glasses market. [audio] | -6.6% | -12.3% | — |
| 2026-07-22 | BUY | HIGH | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Analyst sees 54% upside for Meta; host owns Meta and discusses bullish analyst price target and AI CapEx potential. [audio] | -6.6% | -12.3% | — |
| 2026-07-21 | BUY | HIGH | Rob Black Show Afternoon podcast 7-21-26 |
Meta discussed as having 54% upside; analyst upgrades stock, host owns Meta and is positive on return on investment. [audio] | -7.8% | -15.2% | — |
| 2026-07-21 | BUY | HIGH | Rob Black Show Stocks Boosted By Chipmakers |
META's aggressive AI spending is defended as strategic, converting compute into advertising revenue via Facebook, Instagram, WhatsApp. [audio] | -7.8% | -15.2% | — |
| 2026-07-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-20-26 |
Meta listed as a customer for AMD's Helios system. [audio] | -8.0% | -15.5% | — |
| 2026-07-17 | MENTIONED | HIGH | Rob Black Show Financial Planning That You Never Knew |
Meta mentioned as a hyperscaler hosting AI models and for poaching an executive from Amazon Web Services. [audio] | -7.9% | -8.7% | — |
| 2026-07-16 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-16-26 |
Host notes Meta was down 2.4% and compares its AI model to Google's. [audio] | -8.8% | -11.2% | — |
| 2026-07-16 | MENTIONED | LOW | Rob Black Show Chip Stocks Weighing On The Market |
Meta is referenced in context of social media addiction and investor sentiment. [audio] | -8.8% | -11.2% | — |
| 2026-07-15 | BUY | HIGH | Rob Black Show Afternoon podcast 7-15-26 |
Host describes buying Facebook shares after IPO drop, as an example of not buying IPOs on hype. [audio] | -7.9% | -13.4% | — |
| 2026-07-15 | MENTIONED | LOW | Rob Black Show Stocks Rise On Big Tech Gains |
Meta is up 2.5%, $677, part of the Magnificent 7 doing well today. [audio] | -7.9% | -13.4% | — |
| 2026-07-14 | BUY | HIGH | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Meta is boosting investment in a Louisiana data center campus by $40 billion; mentioned as a hyperscaler investing in AI infrastructure. [audio] | -2.6% | -10.0% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-13-26 |
Meta discussed as raising AI investment budgets, with reference to Meta AI traffic growth. [audio] | -1.7% | -11.9% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Meta is discussed for its massive AI data center spend and as a major AI spender. [audio] | -1.7% | -11.9% | — |
| 2026-07-10 | BUY | HIGH | Rob Black Show Rules For Financial Freedom |
Meta is listed as a main event in earnings season, indicating it is a key company to watch and own. [audio] | -3.5% | -11.5% | — |
| 2026-07-09 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 7-9-26 |
Meta CEO considering renting AI infrastructure; plans to manufacture in-house AI chip; expected to spend heavily on AI. [audio] | +5.2% | -6.2% | — |
| 2026-07-09 | BUY | HIGH | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
Meta Platforms was added to Bank of America's US One list as a best investment idea; plans to put AI chips into production. [audio] | +5.2% | -6.2% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-8-26 |
Meta confirmed breaking ground on its first data center in Canada, a $13 billion investment. [audio] | +13.0% | -1.8% | — |
| 2026-07-08 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-7-26 |
Meta Platforms up 2.55 percent; discussed regarding potential fines, new product release, bond issuance, and hyperscaler spending. [audio] | +13.0% | -1.8% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host mentions owning Meta, highlights its platforms (Facebook, WhatsApp, Instagram) and their massive user counts and digital advertising revenue. [audio] | +7.4% | -4.2% | — |
| 2026-07-02 | MENTIONED | MEDIUM | Rob Black Show Stocks Meander After Disappointing Hiring Number |
Meta is down, entering the AI computing power business, facing capacity issues, and launching a social AI app. [audio] | +8.3% | -4.5% | +25.8% |
| 2026-07-02 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 7-1-26 |
Meta up 8.8% after Bloomberg reported plans to build a cloud business selling AI computing infrastructure; referenced as hyperscaler and in context of AI trade. [audio] | +8.3% | -4.5% | +25.8% |
| 2026-07-01 | BUY | HIGH | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Meta shares are up 10% as the company plans to build a cloud business to sell excess AI compute capacity, seen as a positive for second half rallies. [audio] | -1.6% | -9.2% | +20.6% |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Meta cited among Magnificent Seven; trailing PE ratios falling; down $6 today. [audio] | +9.3% | -4.3% | +27.1% |
| 2026-06-29 | BUY | MEDIUM | Rob Black Show Afternoon podcast 6-29-26 |
Meta up $12; positive sentiment implied. [audio] | +6.7% | +4.1% | +33.7% |
| 2026-06-29 | MENTIONED | MEDIUM | Rob Black Show Investors Weighed Pause In Iran Hostilities |
Meta is discussed for smart glasses sales and AI model Muse Spark. [audio] | +6.7% | +4.1% | +33.7% |
| 2026-06-26 | MENTIONED | MEDIUM | Rob Black Show Big Picture Digging On This Week |
Discusses Meta's network effects and its role in AI CapEx spending; notes investor frustration with monetization. [audio] | +5.9% | +8.2% | +41.4% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
Meta down 2.6 percent; discussed as a hyperscaler and in context of AI chip supply deals. [audio] | +5.9% | +8.2% | +41.4% |
| 2026-06-25 | MENTIONED | LOW | Rob Black Show DJIA Notches Record As Market Divides |
Meta is discussed as an enterprise buyer of memory, with Threads user milestone and CapEx commentary. [audio] | +7.4% | +9.6% | +37.2% |
| 2026-06-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-24-26 |
Meta (Facebook) referenced as an enterprise facing higher memory chip costs. [audio] | +9.9% | +6.7% | +32.2% |
| 2026-06-24 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Fall Four Percent |
Meta discussed in context of prediction markets app and smart glasses; referenced as a Magnificent Seven stock. [audio] | +9.9% | +6.7% | +32.2% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-23-26 |
Meta Platforms unveiled a new lineup of smart glasses and is using influencer marketing to promote them. [audio] | +0.2% | +7.8% | +32.0% |
| 2026-06-23 | MENTIONED | MEDIUM | Rob Black Show Global Chip Rout |
Meta is discussed for its AI-powered smart glasses, capital expenditures, and as a hyperscaler. [audio] | +0.2% | +7.8% | +32.0% |
| 2026-06-22 | BUY | MEDIUM | Rob Black Show Afternoon podcast 6-22-26 |
Host suggests buying Meta as part of the 'mango fund' investment strategy. [audio] | -0.2% | +11.2% | +18.1% |
| 2026-06-22 | MENTIONED | LOW | Rob Black Show Declines In Technology Stocks |
Meta is mentioned as a hyperscaler in AI infrastructure spending. [audio] | -0.2% | +11.2% | +18.1% |
| 2026-06-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-19-26 |
Meta is discussed in context of its IPO history and as a hyperscaler investing in AI infrastructure. [audio] | -4.7% | +11.9% | +18.2% |
| 2026-06-18 | BUY | HIGH | Rob Black Show Thinking About AI Stocks |
Meta discussed for its network effects, Reels revenue, and as a high-quality disconnected stock; host says 'Meta qualifies for high-quality disconnected stocks' and 'I actually like Netflix and Meta.' [audio] | -6.0% | +11.9% | +16.6% |
| 2026-06-17 | MENTIONED | LOW | Rob Black Show Thinking About Income In Retirement |
Host lists Meta as a dominant ecosystem company in modern capitalism. [audio] | -1.7% | +13.8% | +18.1% |
| 2026-06-16 | MENTIONED | MEDIUM | Rob Black Show Strategies For June So Far |
Meta (Facebook and Instagram) is discussed as a platform business with extraordinary margins due to user-generated content. [audio] | -6.3% | +10.7% | +10.9% |
| 2026-06-15 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-15-26 |
Meta's stock performance, AI trade slowdown, and mention of Instagram and Facebook in social media ban context. [audio] | -5.0% | +14.8% | +9.2% |
| 2026-06-15 | MENTIONED | MEDIUM | Rob Black Show Iran Peace Deal Lifting The Markets |
Meta is up 5.3% and discussed regarding UK social media ban, Instagram, Facebook, WhatsApp, and new AI tools. [audio] | -5.0% | +14.8% | +9.2% |
| 2026-06-11 | MENTIONED | MEDIUM | Rob Black Show Stocks Rebound But Gains Limited |
Meta down 1.2%; concern about monetizing AI compared to Google and Microsoft. [audio] | +1.6% | +17.8% | +15.1% |
| 2026-06-11 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-10-26 |
Meta (formerly Facebook) mentioned in comparison to SpaceX IPO behavior. [audio] | +1.6% | +17.8% | +15.1% |
| 2026-06-09 | MENTIONED | LOW | Rob Black Show Chip Stocks Lost Momentum |
Meta (formerly Facebook) is discussed for its IPO history, growth, and social media content; no explicit recommendation. [audio] | +2.8% | +8.1% | +5.6% |
| 2026-06-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-8-26 |
Meta mentioned as one of the companies paying higher for components. [audio] | +1.5% | +3.1% | +5.5% |
| 2026-06-08 | MENTIONED | LOW | Rob Black Show Stocks Rebound From Friday Rout |
Meta's stock is down $4, down three quarters of 1%. [audio] | +1.5% | +3.1% | +5.5% |
| 2026-06-05 | MENTIONED | MEDIUM | Rob Black Show Job Growth Surged |
Meta's reels advertising business alone generates revenue that exceeds Netflix's entire annual revenue base. [audio] | -4.4% | -1.6% | +3.1% |
| 2026-06-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-4-26 |
Mentions Facebook (Meta) took 101 months to reach 1 billion users. [audio] | -9.4% | -7.0% | -5.4% |
| 2026-06-04 | MENTIONED | MEDIUM | Rob Black Show Broadcom Problems |
Meta is complaining about Australia's bid to make tech giants pay for news; discussed in context of AI monetization and capital expenditure. [audio] | -9.4% | -7.0% | -5.4% |
| 2026-06-03 | BUY | HIGH | Rob Black Show Afternoon podcast 6-3-26 |
Meta jumped after unveiling subscription AI agents for businesses, with plans to transition to paid subscriptions. [audio] | -8.3% | -6.3% | -7.0% |
| 2026-06-03 | MENTIONED | MEDIUM | Rob Black Show Markets Fall As Oil Prices Creep Higher |
Meta is mentioned as having a good AI business tied to advertisements. [audio] | -8.3% | -6.3% | -7.0% |
| 2026-06-02 | SELL | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Host expresses skepticism about AI subscriptions offsetting $19B annual losses in Reality Labs, noting the stock is underperforming this year. [audio] | -2.2% | -2.4% | -4.1% |
| 2026-06-02 | WATCH | HIGH | Rob Black Show Markets Start The Day With Highs |
Wall Street is 'hating on' Meta due to high CapEx ($145B) and new subscription models; shares down 5%, with investors skeptical if subscriptions will offset costs. [audio] | -2.2% | -2.4% | -4.1% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Oil Jumps |
Speaker mentions buying more of Meta when it falls 20 to 30 percent. [audio] | -2.5% | +2.2% | -3.7% |
| 2026-05-29 | BUY | HIGH | Rob Black Show Thinking About A Shopping List |
Speaker highlights Meta's revenue from Reels exceeding Netflix and states, 'I actually like Netflix and Meta... I'm showing you why I like Meta,' and includes it on their shopping list to buy on dips. [audio] | -6.2% | -12.9% | -9.6% |
| 2026-05-28 | BUY | HIGH | Rob Black Show Afternoon podcast 5-28-26 |
Host states he is buying Meta because it is a 'great company' and mentions he has been buying it for years. [audio] | -1.2% | -13.3% | -9.2% |
| 2026-05-28 | MENTIONED | MEDIUM | Rob Black Show Negotiators Have Reached Deal To Extend Ceasefire |
Discussed regarding new subscription offerings for Instagram, Facebook, and WhatsApp, and struggles to justify AI CapEx compared to peers. [audio] | -1.2% | -13.3% | -9.2% |
| 2026-05-27 | SELL | HIGH | Rob Black Show Afternoon podcast 5-27-26 |
The host explicitly states 'meta is evil' in the context of criticizing social media algorithms and their negative societal impact. [audio] | -1.9% | -13.3% | -10.2% |
| 2026-05-27 | BUY | MEDIUM | Rob Black Show Hopes Of Easing Iran Tensions |
Speaker mentions taking a look at Meta as an opportunity to buy when out of favor. [audio] | -1.9% | -13.3% | -10.2% |
| 2026-05-26 | WATCH | MEDIUM | Rob Black Show Hope Over A Potential Deal With Iran |
Host discusses Meta being weak, far from all-time high, and notes Wall Street's concerns about AI CapEx vs. Amazon/Microsoft/Alphabet. [audio] | -2.4% | -11.3% | -8.6% |
| 2026-05-22 | WATCH | MEDIUM | Rob Black Show Strategy Show For Memorial Day Weekend |
The host identifies Meta as a bellwether for the AI trade, suggesting investors watch for potential cuts in CapEx spending between late 2027 and 2028 as a warning sign. [audio] | +3.6% | -5.3% | -10.5% |
| 2026-05-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-21-26 |
Host mentions Meta as part of the AI trade recovering into the green. [audio] | +4.6% | -4.9% | -10.0% |
| 2026-05-21 | MENTIONED | LOW | Rob Black Show Crude Prices Jumped |
The host notes that Meta is down three (likely referring to price points) or one-half a percent. [audio] | +4.6% | -4.9% | -10.0% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-20-26 |
Meta was up 7.5% today, driven by semiconductor sector momentum. [audio] | +5.0% | -4.5% | -10.1% |
| 2026-05-20 | MENTIONED | MEDIUM | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Meta is doing a stay-at-home day and planning to eliminate managerial roles, transferring 10% of employees to AI-related positions. [audio] | +5.0% | -4.5% | -10.1% |
| 2026-05-19 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-19-26 |
Named as one of the top 10 stocks in the current S&P 500. [audio] | +1.6% | -4.1% | -5.5% |
| 2026-05-19 | MENTIONED | MEDIUM | Rob Black Show Stocks Slide Under Pressure From Higher Rates |
Meta is mentioned as being down $8 to $602. [audio] | +1.6% | -4.1% | -5.5% |
| 2026-05-18 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-18-26 |
Meta is listed as part of the 'top heavy' stock market concentration, implying a warning about overvaluation or concentration risk. [audio] | -0.2% | -7.1% | -3.4% |
| 2026-05-18 | MENTIONED | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
Meta is mentioned in the context of AI investment trends and political spending. [audio] | -0.2% | -7.1% | -3.4% |
| 2026-05-15 | BUY | MEDIUM | Rob Black Show What Is Lifecording |
Host mentions Meta as a dominant long-term compounding franchise at attractive valuations alongside Alphabet and Amazon. [audio] | -0.6% | -7.7% | -3.0% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-14-26 |
Host mentions Meta stock was up one quarter of a percent. [audio] | -1.8% | -8.3% | -6.3% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host notes META is up $6 today. [audio] | -1.8% | -8.3% | -6.3% |
| 2026-05-13 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-13-26 |
Meta was mentioned as part of the top U.S. firms. [audio] | -1.9% | -8.1% | -2.7% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Mixed Markets As Inflation Jumps |
Host mentions Meta in the context of AI spending. [audio] | -1.9% | -8.1% | -2.7% |
| 2026-05-12 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-12-26 |
The host mentions looking at Facebook in the near future if there is a bad week or two. [audio] | -0.1% | -5.7% | -1.2% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Stocks Move After High Inflation Reading |
Host lists Meta as a company integrating AI-enabled glasses and wearables. [audio] | -0.1% | -5.7% | -1.2% |
| 2026-05-12 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-11-26 |
Host mentions Meta with smart glasses and AI wearables as part of the life courting theme. [audio] | -0.1% | -5.7% | -1.2% |
| 2026-05-11 | WATCH | MEDIUM | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Noted as down 6% but described as 'becoming interesting again'. [audio] | +2.1% | -4.7% | -1.0% |
| 2026-05-08 | BUY | MEDIUM | Rob Black Show Good Year In The Stock Market So Far |
Host lists Meta as a dominant beneficiary of the AI story alongside other major tech firms. [audio] | +0.8% | -2.7% | -3.1% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-7-26 |
Host mentions Meta was down 4%. [audio] | +0.3% | -3.9% | -4.5% |
| 2026-05-07 | MENTIONED | MEDIUM | Rob Black Show Oil Continues Pullback |
Host mentions Meta as being up. [audio] | +0.3% | -3.9% | -4.5% |
| 2026-05-06 | BUY | HIGH | Rob Black Show Afternoon podcast 5-6-26 |
Host highlights largest revenue jump in 5 years, ad revenue up 12%, and net income surging 61%. [audio] | +0.6% | -3.2% | -4.0% |
| 2026-05-05 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 5-5-26 |
Meta is planning an agentic AI assistant but faces legal trouble from publishers suing over pirated content used to train Llama models. [audio] | -0.3% | +3.7% | -2.3% |
| 2026-05-05 | WATCH | MEDIUM | Rob Black Show Stocks Get Boost From Oil Pullback |
Meta is investing in robotics with the acquisition of Assured Robot Intelligence. [audio] | -0.3% | +3.7% | -2.3% |
| 2026-05-04 | MENTIONED | MEDIUM | Rob Black Show Traders Eye Oil Again |
Host mentions Meta as one of the big AI companies that are big winners due to spending. [audio] | -1.9% | +2.1% | -8.7% |
| 2026-05-01 | WATCH | MEDIUM | Rob Black Show Kicking Off May With Record Levels |
Meta has a 12-month price target of $854, implying 28% upside. [audio] | +0.1% | +3.9% | -11.4% |
| 2026-04-30 | SELL | MEDIUM | Rob Black Show Afternoon podcast 4-30-26 |
Investors are demanding more revenue and earnings growth from Meta, suggesting a bearish sentiment. [audio] | +0.8% | +3.4% | -4.2% |
| 2026-04-30 | BUY | HIGH | Rob Black Show Markets Working Higher For Now |
Gene Munster talked about Meta, saying CapEx is expected to grow this year by 94%. Street was expecting 76%. Gene Munster says he's surprised by investors' negative CapEx reaction. [audio] | +0.8% | +3.4% | -4.2% |
| 2026-04-29 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 4-29-26 |
Meta posted an earnings and revenue beat, but a huge CapEx bill. Earnings per share were $10.44, beating expectations of $6.67. [audio] | -8.4% | -5.5% | -11.2% |
| 2026-04-29 | WATCH | MEDIUM | Rob Black Show Oil Prices Continue Their Rally |
Meta is mentioned as one of the important companies coming out with results, indicating it's something to watch for market-moving potential. [audio] | -8.4% | -5.5% | -11.2% |
| 2026-04-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-28-26 |
Meta is mentioned as one of the companies reporting earnings on Wednesday, along with Microsoft, Amazon, and Google. [audio] | -9.9% | -5.4% | -11.5% |
| 2026-04-28 | BUY | HIGH | Rob Black Show OpenAI Sees Revenue Growth Below Target |
Meta is expected to report its highest revenue growth since 2021, with AI helping to extract more value from its advertising business, potentially surpassing Google in net ad revenue. [audio] | -9.9% | -5.4% | -11.5% |
| 2026-04-27 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-27-26 |
The host mentions Meta as one of the companies carrying the markets. [audio] | -10.1% | -6.4% | -12.2% |
| 2026-04-27 | SELL | MEDIUM | Rob Black Show The Performance Of Semiconductor Stocks |
Meta has a bit of an issue with Chinese government's effort to stop US firms remaining access to Chinese talent and intellectual property. [audio] | -10.1% | -6.4% | -12.2% |
| 2026-04-24 | MENTIONED | LOW | Rob Black Show Focusing On Wealth Accumulation |
Meta is up over 3% and part of the Vanguard Mega Cap Growth ETF. [audio] | -9.8% | -9.6% | -10.1% |
| 2026-04-24 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 4-23-26 |
Meta is mentioned as laying off thousands and planning to cut about 8,000 employees on May 20th. [audio] | -9.8% | -9.6% | -10.1% |
| 2026-04-23 | MENTIONED | MEDIUM | Rob Black Show Stocks Mixed After New All Time Highs |
MetaPlatform's got an analyst moseying around today. Guggenheim has a similar outlook for Alphabet expecting increased investments to weigh on free cash flow. [audio] | -7.2% | -7.4% | -4.8% |
| 2026-04-22 | WATCH | MEDIUM | Rob Black Show Nasdaq Hits New High |
BMO Capital Markets sees potential in Meta's AI story but is concerned about monetization. [audio] | -0.8% | -9.6% | -4.5% |
| 2026-04-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-21-26 |
Meta's workforce resizing is mentioned. [audio] | +0.4% | -9.2% | -3.3% |