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Strong Investments-Led Growth Keeps Meta (META) in Buy Zone, Cantor Stays Bullish

Meta Platforms Inc. (NASDAQ:META) is one of the best big tech stocks to buy right now. The company posted a strong second quarter in 2025, driven by solid performance in its core advertising business and tight control over expenses. Revenue rose 22% year-over-year to $47.5 billion, helped by an 11% increase in ad impressions and a 9% gain in average ad prices. Operating income climbed 38% to $20.4 billion, pushing the operating margin to 43%.

User engagement remains a key growth pillar, with daily active people across the Family of Apps reaching 3.48 billion in June, up 6% from last year.

Photo by Jakob Owens on Unsplash

Moreover, capital investment remains a strategic priority for the company, with $17 billion spent in Q2 alone and full-year 2025 capex now guided to $66-$72 billion. These investments should support the company’s AI initiatives and in expanding its platform capacity to handle rising demand.

For the third quarter, management expects revenue between $47.5 billion and $50.5 billion. While the outlook for the fourth quarter calls for slower growth due to tough year-over-year comparisons with Q4 2024, the company’s guidance reflects confidence in its ability to keep delivering steady results despite regulatory and competitive pressures.

Regarding analyst activity, a Needham analyst, who rates the stock Hold, recently raised concerns over per-employee metrics such as free cash flow and stock-based compensation per employee. However, the stock currently enjoys mostly positive opinions. On that note, on August 13, Cantor Fitzgerald analyst Deepak Mathivanan reiterated a Buy rating on Meta with a price target of $920.

Meta Platforms Inc. (NASDAQ:META) operates major social media services, including Facebook, Instagram, WhatsApp, Messenger, and Threads, along with virtual reality products like Oculus headsets.

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.

READ NEXT: 13 Best Defensive Stocks to Invest in According to Analysts and 10 Best Large Cap Tech Stocks to Buy 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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