Meta Has Raised Its AI Game. The Stock Should Continue to Rise In 2026.

While Meta Platforms (META) has been quite aggressive with its artificial intelligence (AI) efforts and, apart from bumping up capex, it has been on an acquisition and talent hiring spree, the markets haven't been too convinced about its AI strategy. While the company was seen as an early winner as its core business’s growth picked up due to AI initiatives, over the last few months it has been trying to shed the impression that it does not have a coherent AI strategy.

As early Facebook investor Chamath Palihapitiya told Axios, Meta “profoundly failed” and “fumbled” its early AI advantage. I would somewhat agree with that statement, even though the AI race is far from over, and it would be too early to pick winners and losers.