5 Best AI Infrastructure Stocks to Invest In

4. Meta Platforms, Inc. (NASDAQ:META)

Meta Platforms, Inc. (NASDAQ:META) earns a spot on our list of 8 best AI infrastructure stocks to invest in.

On March 30, 2026, Brian Nowak, an analyst at Morgan Stanley, reduced his price target for Meta Platforms, Inc. (NASDAQ:META) from $825 to $775. However, he maintained an “Overweight” rating and designated the stock as a new Top Pick. The analyst asserted that sentiment has reached a low point due to concerns regarding Meta’s long-term AI positioning, regulatory uncertainty, and softer macro conditions in advertising. Amid this, he maintained that the company has the potential to grow faster for longer while also pointing toward potential agentic AI catalysts.

Thus, Meta Platforms, Inc. (NASDAQ:META)’s current valuation is seen as a compelling entry point for investors at Morgan Stanley.

Meanwhile, on March 26, 2026, Reuters reported that Meta Platforms, Inc. (NASDAQ:META) had increased its planned investment in its El Paso, Texas, AI data center from $1.5 billion to $10 billion, more than a sixfold increase. The company is working toward a 1-gigawatt capacity in anticipation of the facility’s scheduled opening in 2028.

That optimism was reinforced just days later when Meta stated that the project, its 29th data center globally and the third in Texas, is expected to generate 300 permanent positions and employ over 3,000 construction workers during the peak buildout phase. The company also stated that it has contracts to add over 5,000 megawatts of renewable energy to the Texas grid and plans to alleviate local water pressure through partnerships that are designed to bring fresh water to the region.

Meta Platforms, Inc. (NASDAQ:META) is a California-based company that develops social media applications. Dedicated to connecting people and growing businesses, the company has two segments: Family of Apps (FoA) and Reality Labs (RL).