Key Takeaways
- Meta (META) is seeing substantial growth in its AI-powered initiatives, with media generation in Meta AI's "Vibes" feature surging tenfold since September, and AI-powered ad tools now boasting an annual run rate exceeding $60 billion.
- eBay (EBAY) reported robust Q3 2025 earnings, surpassing analyst expectations with a Gross Merchandise Volume (GMV) of $20.1 billion, adjusted EPS of $1.36, and revenue of $2.8 billion.
- Federal Reserve Chair Jerome Powell expressed caution regarding future monetary policy, dampening Wall Street's hopes for immediate rate cuts, citing a dearth of economic data during the ongoing government shutdown.
- Meta's (META) 2025 AI Glasses, including the Ray-Ban Meta and Oakley Meta Vanguard, are "selling well" and significantly boosted Q3 revenue growth, while video engagement, particularly on Instagram, saw over 30% year-over-year growth, with Reels' annual run rate exceeding $50 billion.
- Diplomatic channels between the United States and Canada remain active, with Canada's Ambassador to the U.S. confirming ongoing communication between officials.
Meta Platforms (META) continues to demonstrate strong momentum in its artificial intelligence (AI) and advertising segments. The company's CFO announced a tenfold surge in media generation within the Meta AI "Vibes" feature since its September launch, indicating rapid user adoption of AI-generated content tools. Furthermore, Meta's completely end-to-end, AI-powered ad tools have achieved an impressive annual run rate exceeding $60 billion, highlighting the significant financial impact of its AI investments.
The company's CEO also highlighted video as a "bright spot," with Instagram video time increasing over 30% year-over-year. Reels, Meta's short-form video platform, now boasts an annual run rate exceeding $50 billion, underscoring its growing monetization capabilities. Beyond software, Meta's 2025 AI Glasses, including the Ray-Ban Meta and Oakley Meta Vanguard models, are "selling well" thanks to enhanced features, contributing positively to Q3 revenue growth.
In the e-commerce sector, eBay (EBAY) reported a strong third quarter for 2025, with earnings that surpassed analyst estimates. The company posted a Gross Merchandise Volume (GMV) of $20.1 billion, alongside adjusted earnings per share (EPS) of $1.36, exceeding the IBES estimate of $1.33. Revenue for the quarter reached $2.8 billion, also outperforming the IBES estimate of $2.73 billion, with adjusted net income at $636 million against an estimate of $616.9 million.
Meanwhile, Federal Reserve Chair Jerome Powell addressed the market, tempering expectations for further interest rate cuts. Facing a scarcity of economic data due to an ongoing government shutdown, Powell's statements "threw cold water on Wall Street’s hopes," signaling a cautious approach to monetary policy in the near term. The lack of comprehensive economic indicators is influencing the Fed's ability to assess the economic landscape accurately.
On the diplomatic front, Canada's Ambassador to the U.S. confirmed that communication between U.S. and Canadian officials remains ongoing. This assurance indicates continued engagement between the two nations on various matters.
Ed Liston is a senior contributing editor at TheStockMarketWatch.com. An active market watcher and investor, Ed guides an independent team of experienced analysts and writes for multiple stock trader publications.