#### Big tech pivots, AI software rips higher, and the market braces for the Fed's preferred inflation gauge.
Zuckerberg Cuts Metaverse Spending
Mark Zuckerberg announced that Meta (NASDAQ: META) will cut overall spending by roughly 30 percent, continuing the efficiency wave that reshaped the company last year. But the headline came with a twist… Meta plans to increase investment into AI wearables, signaling a strategic push into on-device intelligence and next-generation hardware.
AR glasses, multimodal AI assistants, and spatial computing experiences are now core priorities, suggesting Meta sees a major platform shift coming. Investors are watching closely, because the timing of this re-acceleration could set the tone for Meta's margin profile in 2025.
UiPath Rallies on Strong Earnings
UiPath (NASDAQ: PATH) surged more than 25% after delivering a clean beat-and-raise quarter. Revenue growth accelerated, ARR exceeded expectations, and management highlighted rapidly rising demand for AI agents and enterprise automation workflows.
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Margins improved meaningfully, signaling that the company is transitioning from early growth mode into a more durable, profitability-focused phase. After lagging for months, PATH finally posted the kind of print that shifts investor sentiment back in its favor.
Core PCE Arrives Today
The Core PCE report (the Fed's preferred inflation metric) drops this morning, and it's arguably the most important macro release of the week. Economists expect readings to come in right around consensus, showing continued cooling without slipping into contraction territory.
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If PCE hits in line or lower, it strengthens the case for more rate cuts next year. A hotter print, however, could spark volatility across equities, bonds, and crypto as markets reassess timing and magnitude of easing.
#### _Big tech pivots, AI software rips higher, and the market braces for the Fed's preferred inflation gauge._
### Zuckerberg Cuts Metaverse Spending
Mark Zuckerberg announced that Meta (NASDAQ: META) will **cut overall spending by roughly 30 percent**, continuing the efficiency wave that reshaped the company last year. But the headline came with a twist… Meta plans to **increase investment into AI wearables**, signaling a strategic push into on-device intelligence and next-generation hardware.
AR glasses, multimodal AI assistants, and spatial computing experiences are now core priorities, suggesting Meta sees a major platform shift coming. Investors are watching closely, because the timing of this re-acceleration could set the tone for Meta's margin profile in 2025.
### UiPath Rallies on Strong Earnings
**UiPath (NASDAQ: PATH)** surged more than **25%** after delivering a clean beat-and-raise quarter. Revenue growth accelerated, ARR exceeded expectations, and management highlighted rapidly rising demand for AI agents and enterprise automation workflows.
Margins improved meaningfully, signaling that the company is transitioning from early growth mode into a more durable, profitability-focused phase. After lagging for months, PATH finally posted the kind of print that shifts investor sentiment back in its favor.
### Core PCE Arrives Today
The **Core PCE** report (the Fed's preferred inflation metric) drops this morning, and it's arguably the most important macro release of the week. Economists expect readings to come in **right around consensus**, showing continued cooling without slipping into contraction territory.
If PCE hits in line or lower, it strengthens the case for more rate cuts next year. A hotter print, however, could spark volatility across equities, bonds, and crypto as markets reassess timing and magnitude of easing.
<h4 class="wp-block-heading"><em>Big tech pivots, AI software rips higher, and the market braces for the Fed's preferred inflation gauge.</em></h4>
<h3 class="wp-block-heading">Zuckerberg Cuts Metaverse Spending</h3>
<p>Mark Zuckerberg announced that Meta <a href="https://www.benzinga.com/quote/META" target="_blank" class="ticker-link" data-ticker="META" data-exchange="NASDAQ" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/META">META</a>)</a> will <strong>cut overall spending by roughly 30 percent</strong>, continuing the efficiency wave that reshaped the company last year. But the headline came with a twist… Meta plans to <strong>increase investment into AI wearables</strong>, signaling a strategic push into on-device intelligence and next-generation hardware.</p>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="681" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/12/05135203/image-1-11-1024x681.png" alt="" class="wp-image-23495" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/12/05135203/image-1-11-1024x681.png 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/12/05135203/image-1-11-300x200.png 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/12/05135203/image-1-11-768x511.png 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/12/05135203/image-1-11.png 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<p>AR glasses, multimodal AI assistants, and spatial computing experiences are now core priorities, suggesting Meta sees a major platform shift coming. Investors are watching closely, because the timing of this re-acceleration could set the tone for Meta's margin profile in 2025.</p>
<h3 class="wp-block-heading">UiPath Rallies on Strong Earnings</h3>
<p><strong>UiPath <a href="https://www.benzinga.com/quote/PATH" target="_blank" class="ticker-link" data-ticker="PATH" data-exchange="NASDAQ" rel="noopener">(NASDAQ:<a class="ticker" href="https://www.benzinga.com/quote/PATH">PATH</a>)</a></strong> surged more than <strong>25% </strong>after delivering a clean beat-and-raise quarter. Revenue growth accelerated, ARR exceeded expectations, and management highlighted rapidly rising demand for AI agents and enterprise automation workflows.</p>
<figure class="wp-block-image"><img decoding="async" src="https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/70feedf2-a1fb-455a-b6b3-5799ef726632/image.png" alt=""/></figure>
<p>Margins improved meaningfully, signaling that the company is transitioning from early growth mode into a more durable, profitability-focused phase. After lagging for months, PATH finally posted the kind of print that shifts investor sentiment back in its favor.</p>
<h3 class="wp-block-heading">Core PCE Arrives Today</h3>
<p>The <strong>Core PCE</strong> report (the Fed's preferred inflation metric) drops this morning, and it's arguably the most important macro release of the week. Economists expect readings to come in <strong>right around consensus</strong>, showing continued cooling without slipping into contraction territory.</p>
<figure class="wp-block-image"><img decoding="async" src="https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,quality=80,format=auto,onerror=redirect/uploads/asset/file/e09c40ad-1b18-4257-8002-7fe9c9e9e519/image.png" alt=""/></figure>
<p>If PCE hits in line or lower, it strengthens the case for more rate cuts next year. A hotter print, however, could spark volatility across equities, bonds, and crypto as markets reassess timing and magnitude of easing.</p>
<p>Thanks for reading! Catch you in the next one! For more updates throughout the week, follow <a href="https://x.com/WOLF_Financial?utm_campaign=meta-shifts-spending-uipath-surges-and-core-pce-ahead&utm_medium=referral&utm_source=marketmadness-newsletter.beehiiv.com" target="_blank" rel="noreferrer noopener">@WOLF_Financial</a></p>
<p><strong><em>Benzinga Disclaimer: This article is from an unpaid external contributor. It does not represent Benzinga’s reporting and has not been edited for content or accuracy.</em></strong></p>
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