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Meta (META) CEO Killed His Stock, Says Jim Cramer

We recently published 15 Stocks on Jim Cramer’s Radar.  Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer’s radar.

Social media giant Meta Platforms, Inc. (NASDAQ:META)’s shares are flat over the past year, while year-to-date they are down by 4.6%. The stock has struggled since the firm’s fiscal third-quarter earnings report in October 2025. According to media reports, the key concern that rose in the earnings call was Meta Platforms, Inc. (NASDAQ:META)’s announcement that it would have to accelerate capital expenditure in order to maintain its participation in the AI infrastructure development race. While the shares fell, Cramer defended the firm as he pointed out that the company had to spend in order to defend its social media moat against OpenAI. Even though Meta Platforms, Inc. (NASDAQ:META)’s shares recently closed around the $620 mark, Bank of America kept a Buy rating and a $810 share price target for the company. The coverage came after the technology company entered into agreements with nuclear power companies. Cramer discussed Meta Platforms, Inc. (NASDAQ:META)’s ill-fated earnings and data center spending:

“Then I wanna take numbers up Meta because they are the ones that are committed to spending the most, I might take numbers up Microsoft. . .

“This man [CEO] killed his, in the conference call, he literally killed his stock by saying listen we’re not spending enough. We have to spend more. You can take a look exactly when it happened, the stock dropped. . .when he talked about the spending more, 755, down very quickly to 580, it’s back to where, it’s almost back to where it was. You can’t spend what they want to spend and still deliver better earnings than we think. It’s important.”

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.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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