Good morning, you're tuned in to Markets Desk.
Meta closed out its fourth quarter with revenue climbing twenty-four percent year over year, a result that has analysts sharpening their five-year price targets. The advertising engine continues to fire on all cylinders, and with AI integration deepening across its platforms, the bull case is getting harder to dismiss.
Shifting to the AI space more broadly, DeepSeek's latest release is reframing the conversation around artificial intelligence. The real story isn't raw power — it's cost efficiency. DeepSeek V4 makes million-token reasoning dramatically cheaper, and that pushes open-source models meaningfully closer to frontier systems, which puts pressure on every premium AI infrastructure play in the market.
And a story worth watching for retail investors — SpaceX appears to be moving toward a public offering, with analysts now penciling in a likely timeline. What makes this unusual is the reported priority access for retail participants, a structure you don't often see at this scale. Expect significant demand conversation to build as any confirmed date approaches.
That's the tape. Markets Desk, signing off the floor.
