Meta Platforms, Inc. (META) Unlikely to Revise ‘Pay-or-Consent’ Model Despite EU Pressure and Risk of New Fines

Given the company’s popularity among hedge funds and the bullish sentiment surrounding it, Meta Platforms, Inc. (NASDAQ:META) makes it to our list of the Top 10 AI Infrastructure Stocks to Buy Now.

Meta Platforms Inc. (META) Unlikely to Revise ‘Pay-or-Consent’ Model Despite EU Pressure and Risk of New Fines

Reported on July 11, 2025, Meta Platforms, Inc. (NASDAQ:META) is likely to face new EU antitrust charges and substantial daily fines starting June 27. This comes as a result of the company’s likely refusal to make any further changes or adjustments to its ‘pay-or-consent’ data model. Previously, META was hit with a $234 million penalty by the European Commission, which claimed that the model breached the Digital Markets Act. The company’s shares were down 1.3% following this update on Friday.

Meanwhile, Meta Platforms, Inc. (NASDAQ:META) is racing toward AI development with the hiring of AI researchers from OpenAI and Google. Furthermore, Apple Inc.’s top executive, responsible for AI models, is moving to Meta. Thus, the company’s AI talent acquisition could push META forward in the AI race. These developments come ahead of META’s Q2 2025 earnings on July 30, 2025. Analysts are expecting an EPS of $5.74 per share (+11.2%) for the quarter, with full-year EPS projected at $25.35.

While we acknowledge the potential of META to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than META and that has 100x upside potential, check out our report about this cheapest AI stock.

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