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Story summary
- Meta Platforms will report Q2 2026 earnings on July 29, prompting investors to watch for cloud launch.
- CEO Mark Zuckerberg said company may start a cloud business if excess AI compute capacity becomes available.
- Analysts say Meta’s stock could rise if cloud plan is announced but could fall if delayed.
- Advantage+ delivers a $60 billion run rate for Meta’s advertising unit.
- Morningstar values Meta at $850 per share—30 % above $627.52.
