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Morgan Stanley Trims PT on Meta Platforms (META) to $775 Amid Softer Advertising Backdrop

Meta Platforms, Inc. (NASDAQ:META) earns a spot on our list of 8 Best AI Infrastructure Stocks to Invest in.

Photo by austin-distel on Unsplash

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).

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: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years 

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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:

A few years from now, you’ll wish you’d owned this stock.

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