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Wall Street Endorses Meta’s Bold AI Spending Push
Analysts support Meta’s AI spending surge after strong earnings, improved advertising efficiency, and margin recovery reassured investors about balancing heavy investment with profitability.
Wall Street is backing Meta’s aggressive artificial intelligence spending as improving ad performance, rising engagement, and disciplined cost control restore investor confidence. Analysts say Mark Zuckerberg now has flexibility to ramp AI infrastructure, talent, and models without backlash. Meta’s strong earnings, expanding margins, and early AI monetization convinced markets that heavy capital investment can coexist with profitability and long term growth ambitions globally today ahead.