Here’s Why Meta Platforms (META) is a Key Stock in Jim Cramer’s Latest Portfolio

We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Meta Platforms (NASDAQ:META) ranks #5  (see the Jim Cramer’s top 5 stock picks in 2026 here).

Jim Cramer has been recommending investors to own the stock, but he has also publicly shared his concern about Meta Platforms (NASDAQ:META)’s rising spending on AI. He said a few months back that Meta does not have an AI platform that can compete with ChatGPT or Gemini, nor does it have a Cloud business like Google or Microsoft.

“It would be great to have more clarity on what Meta is doing with it beyond making better targeted ads,” Cramer said. “Meta is still dominant in digital advertising. And between Instagram and Facebook, and then don’t forget WhatsApp, they have a massive user base, which gives them a gigantic advantage.”

Read more on why Cramer continues to like Meta Platforms (NASDAQ:META) here.

Meta Platforms (NASDAQ:META) shares fell sharply in October despite the company reporting strong quarterly results. The reason behind the stock decline was simple: Meta Platforms (NASDAQ:META) said it now expects between $70 billion and $72 billion in CapEx, versus prior guidance of $66 billion to $72 billion. Wall Street is spooked by this heavy spending. Cramer said on CNBC that many investors think Zuckerberg is “living dangerously.”

Meta Platforms (NASDAQ:META) ranks fifth in our list of Jim Cramer’s top 10 stock picks in 2026.

YCG Investments explained in its investor letter why it bought the stock amid a “virtuous cycle” of a customer ecosystem that keeps paying it back. (Click here to read the full text)

While we acknowledge the risk and potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than META and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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