Up Nearly 23 in 2025 Is Meta Platforms Still the.jpeg
Meta by Creativeneko via Shutterstock
The “Great 7 7” fortunes of this year, three components, are the alphabet (Goog), Apple (AAPL) and Tesla (TSLA), in red, as Elon Musk, which is run by nearly a quarter of market markets. Amazon (Amzn) hardly green while Microsoft (MSFT) and NVIDIA (NVDA) in the middle of teenagers.
With YTD approximately 23 %, Meta (Meta) platforms are the best component of the group’s performance, and all its members of artificial intelligence (AI) play itself. Earlier this year, I noticed that Meta looks like the best play of artificial intelligence between the group. In this article, we will analyze whether Mark Zuckerberg is still winning this title.
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During a quarter -profit call in March, while other major technology companies maintained either their AI Capex instructions or directing them to spend on the decline in the future, META raised its directives at Capex 2025 to between 64 billion dollars and 72 billion dollars compared to previous directives that amount to 60 billion dollars to 65 billion dollars, citing high investments in data. “We continue to increase our investments and focus more of our resources on artificial intelligence,” Zuckerberg said during the profit call.
Meta became more ambitious, and last month she got a 49 % stake in Scale AI, and the employment of its founder, Alexandr Wang, along with the other key employees in this process.
It is worth noting that the acquisitions were a major growth column for the dead, and it previously acquired Instagram and WhatsApp, which helped her become a social media giant today. Meta seems to follow the same approach to artificial intelligence, and where you cannot get a company, it has a talent.
Zuckerberg is working on an Amnesty International Talents and has rented Nat Friedman, former CEO of GitHub, who heads with Wang, Supertelligence Laborators in the company. In addition, Meta rented many executives of artificial intelligence from Google, Openai and Anthropic.
In an internal note, Zuckerberg said that although he was “excited” to the planned progress in the Lama 4.1 and 4.2 models for the company, he added, “Parallel, we will start searching in the next generation of models to reach the border next year or so.”
Zuckerberg said that Meta “is in a unique position to connect the cancellation to the world” and highlighted the progress in wearable devices and artificial intelligence glasses. The following boundaries of Amnesty International can be the Openaii $ 6.5 billion to acquire Jony Ive products, IO products. IVE was a former Apple design head, as it helped design iPhone.
Meta is gradually progressing in artificial intelligence and adds more AI’s features to the WhatsApp Business Suite collection. Large companies will now be able to use sound agents who work with the same Amnesty International to reach their customers. Moreover, WhatsApp, which will now offer advertisements for users officially, will also use Amnesty International for product recommendations on merchant sites.
It is worth noting that during the first quarter profit call, Mita said that the number of monthly users for the digital assistant of Amnesty International is now approximately one billion. According to Zuckerberg, artificial intelligence will share a better user and “improve advertising”. I have included work messages and Meta AI as other growth engines. Although Meta currently does not receive fees for artificial intelligence features, we can make sure that it will start doing this in the future.
After the last gathering, Meta is now trading very close to its target price of $ 722.96, and still still has a collective classification of “strong purchase” of 54 analysts who actively cover the stock.
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The total definition story looks up to me, even when the front prices (P/E) appear slightly high at 29x, which is not only what has been traded historically but in addition to the wider market. However, META has witnessed a re -classification as it gives the markets a thumb to the strategy of artificial intelligence. Moreover, the complications will decrease when artificial intelligence initiatives begin to add to the Meta profit set and their superstructures are narrow in the next seasons.
I still think that dead is among the best, if not the best, plays artificial intelligence there. The next big story of the company can be artificial intelligence glasses, and although this story has not been launched from the shelf yet, many of them believe that glasses can be the next prominent computing platform after smartphones.
In general, I will hold my shares even in these assessments where Meta restores itself as a prominent cup of artificial intelligence.
On the date of publication, Mohit Oberoi had a site in: Meta, Aapl, Goog, MSFT, NVDA, Amzn, TSLA. All information and data in this article are only for media purposes. This article was originally published on Barchart.com
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