Meta's stock has slipped 17% from a peak last month amid investor worries about heavy AI infrastructure spending and a possible AI bubble. The company's apps reach about 3.6 billion people daily, and its new Muse personal AI agent reached 5 million downloads faster than ChatGPT and Claude did after their launches. Meta's latest earnings beat revenue estimates, with double-digit growth in ad impressions and ad prices, but its full-year capex forecast was narrowed to $135 billion to $145 billion, which weighed on the shares. The article says the stock, at 21x forward earnings, looks reasonably priced and describes it as a growth stock that is attractive on the dip.
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Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/23/2026 | 642.26 |
| Change that session | -1.02% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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