Analyst On Meta Platforms (META) AI Investments: ‘This Might Look Like Metaverse Days’

We recently published Analysts Are Talking About These 10 Stocks as AI Investments Continue to Grow. Meta Platforms Inc (NASDAQ:META) is one of the stocks analysts were recently talking about.

Cleo Capital’s Sarah Kunst said in a program on CNBC last month that Meta Platforms Inc (NASDAQ:META) CEO Mark Zuckerberg’s huge investments to attract top AI talent might not result in significantly positive results for the company. The analyst said Zuckerberg’s investments might end up looking like “Metaverse days.” She was talking about Zuckerberg’s plan to pivot Facebook to the Metaverse, which failed, according to many analysts.

“I think that there is a huge chance that what they’re going to have is a phenomena you’re talking about, which is you get the three best players in the league and it turns out that there’s a lot of ego there. There’s a lot of salary cap that went into them and it’s really hard to win championships because maybe they’re not as motivated. So, you know, Zuck has pulled crazy things off before, but I think this might look a little bit more like the metaverse days than the early days of Facebook in terms of the output here.”

First Eagle Global Fund stated the following regarding Meta Platforms, Inc. (NASDAQ:META) in its second quarter 2025 investor letter:

“Meta Platforms, Inc. (NASDAQ:META)—the parent company of Facebook, Instagram and WhatsApp, among other social-media platforms—reported strong revenue and earnings growth during the quarter, driven by increases in both ad impressions and price per ad. The company continued to aggressively invest and hire in AI, even as it develops its core advertising businesses. We believe these results demonstrate Meta’s ability to focus on both profitability and efficiency in conjunction with ongoing investments in the core ad business, the metaverse and other AI applications.”

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Disclosure: None. This article is originally published at Insider Monkey.