Meta's Stock Price: What's Happening with the Numbers, Really

Is Zuck Officially Insane? Meta's AI Binge Has Investors Running Scared

Alright, let's get one thing straight: I've never been a huge believer in the metaverse BS. But this? This is next-level bonkers. Meta's stock is getting hammered – down 25% from its recent highs. All because Zuck is throwing money at AI like it's confetti at a billionaire's birthday party.

The Numbers Don't Lie (But They Do Confuse)

So, the stock price of Meta is currently sitting at $613.05, which is up slightly today. Okay, that's weird. But zoom out, people. Zoom way out. That 25% drop wipes out a year's worth of gains. A year! And the reason? "Increased capital expenditures related to AI." Translation: Zuck's spending spree.

They upped their capex budget again last quarter. From $114-118 billion to $116-118 billion. Seriously? Two billion here, two billion there, pretty soon you're talking real money. And they’re saying it’s gonna be even higher in 2026. What the hell are they even doing with all that cash? Building Skynet?

Okay, I'll give 'em this: revenue climbed 26% last quarter. Ad impressions are up, ad prices are up... but how much of that is because of AI, and how much is just good old-fashioned data mining and manipulation? And let's not forget the $107.6 billion in operating cash flow. That's a lot of cheddar. They’ve got $15.6 billion in net cash, which is… fine. But still, that capex number is terrifying.

Here's the kicker: Reality Labs – you know, the metaverse money pit – has lost over $18 billion in the last year. $18 billion! And they expect us to believe this nonsense, and honestly...

AI Savior or Just Another Shiny Toy?

Zuck's betting the farm on AI. He's building his own data centers to train those Llama models. Llama this, Llama that... it all sounds like some kind of petting zoo for tech bros. And yeah, they're using AI to improve content recommendations and ad targeting. Groundbreaking.

But is it really worth the cost? Are we seriously supposed to believe that AI is going to magically transform Meta into a profit-generating machine overnight? They're trading at under 19.5 times 2026 analyst estimates. "Cheapest of the AI megacap stocks," they say. Maybe that's because nobody trusts Zuck to not burn all the cash on another one of his pet projects. What if it's all a massive bubble? What if this whole AI thing is just the new metaverse, a way for tech companies to justify ridiculous valuations and distract us from the fact that they're slowly turning us into data-harvesting zombies?

And don't even get me started on the WhatsApp ads. After years of promising no ads, they're finally caving. Desperate times, desperate measures, I guess.

Is This Just A Phase?

Look, Meta ain't a charity. They need to make money. And maybe, just maybe, this AI investment will pay off. Maybe Llama will become the next GPT-whatever and Meta will be swimming in cash. But right now, it feels like they're grasping at straws. Throwing money at the problem and hoping something sticks.

But what if it doesn't? What if the metaverse remains a ghost town, and the AI investments turn out to be a dud? What then? Is Zuck going to pack it all in and move to a private island? Or will he keep throwing good money after bad, dragging Meta down with him?

Zuck's Lost His Damn Mind