Meta Platforms’ stock was lower in trading earlier on Friday, but historic progress by the social media giant could increase historic gains for its peers due to concerns about the speed of AI investment and the valuation of MEACAP Tech stock.
Facebook Parents ((Yuan) It is one of only two co-approved tech stocks on active territory this year, but it is more than four times the rate of Amazon, with a growth rate of 21.6% ((Amzn) up 4.6%, far exceeding the 3.45% improvement of the Nasdaq benchmark.
Meta hits a historic growth of 83% on a year-on-year basis for AI chip maker NVIDIA ((NVDA) but since May 2024, the value has increased by about $800 billion.
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Meta is also on the verge of a 20th straight day of harvest, extending an extension dating back to January 16 as investors appear to see the social media giant as the possible first and most successful Megacap Tech The company, at least monetized. Some of its AI investments.
Last month, CEO Mark Zuckerberg said Meta’s capital expenditure will rise to between $60 billion and $65 billion, an increase of $32 billion from 2024 levels. Much beyond the consensus forecast of the street is about $51 billion.
The organization added that operating expenses could increase to between $114 billion and $119 billion, with most of them concentrated on infrastructure.
Bloomberg; Getty Images
“I hope MetaAI will be the leading assistant serving over 1 billion people, and Llama 4 will be the leading position in the state-of-the-art model,” Zuckerberg said. “It’s a huge effort to go over the next few years,” he said. It will drive our core products and businesses, unlock historical innovations and expand U.S. technology leadership.”
Yuan was on the camel
Llama 3 is Meta’s central AI model built on the open source principal and similar to China-based DeepSeek, an AI startup that shocked the technology world at a better speed than its competitors.
Now it has 700 million monthly active users and targets $1 billion at the end of the year, and analysts see it helps inject profit growth throughout Meta’s social media empire, including Facebook, Instagram, WhatsApp and Microblogging website thread.
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That being said, the 2025 Outlook Meta at the end of last month was strangely muted after steady fourth-quarter earnings: The group refused to provide full-year revenue forecasts and said first-quarter sales could only hit Wall Street’s 41.7 billion The dollar is estimated to be at its highest end of $39.5 billion to $41.8 billion.
Analysts believe that full-year revenue rose about 15% from 2024 levels, meaning total revenue was about $190 billion, with revenue up 6.2% to $25.34 per share.
But the growth prospects for its advertising sales will be helped by AI enhancements such as Advantage+ and a new machine learning system called Andromeda, and run using chips made by NVIDIA, continues to be a compelling long-term story.
Artificial intelligence is expected to drive advertising revenue growth
“We are interested in the development of AI engineering agents that can be coding and problem-solving like ‘good mid-level engineers’,” Benchmark analyst Mark Zgutowicz said in a recent note.
He added: “Given that high-end AI engineering capabilities have increased this year and are expected to be conducted at R&D level, we are waiting for more discussions about the potential efficiencies these agents can bring to the R&D line, perhaps exiting this year.”
CFRA analyst Angelo Zino, whose “buy” rating is $770, also has a bullish outlook for the group’s advertising sales, thanks to its AI investment.
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“Although the motivation is to improve the product, we’ve seen paid content get stuck in AI interactions over time and noticed that Advantage+ is now running at $20B.”
He added: “Threads with over 320 million users are testing ads, although we think monetization is more of a story in 2026, and we expect video growth and AI agents to be the main growth in the coming quarters/years story.”
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Meta shares ended up falling 0.24% in listing trading, indicating a price per share of $726.80. Since the stock’s winning streak began on January 16, the stock’s value has increased by about $280 billion, now valuing only $2 trillion, now accounting for only 8.7%.
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