How The Motley Fool’s view on $META changed

2026-09-07Bullish
“2 AI Stocks To Buy Before 2027!!”
Meta is a strong buy due to real AI ROI in advertising and new models, outweighing legal/capex risks.

Meta is looking to spend up to $145 billion on AI capital expenditures this year. For the first stock, I want to move to Meta Platforms. I think this is one of my favorite stocks this year.

The arrow was punished , and that was justified. I think the market always finds reasons for that, and there are many of them. I mean, many could argue that this company's increased capital expenditure is one of the reasons for its punishment, wouldn't they ?

We have seen capital expenditures reach approximately $130 billion to $145 billion for this year. The second thing is that, unfortunately, there are a lot of those legal issues that occur with Meta.

We've had a few updates in the past few weeks that suggest things may not be as bad as the market thinks. But the market is still a little scared here and there. I mean, in their most recent second-quarter earnings , legal costs caused the company to lose money or not achieve its expected earnings per share.

This is a story that will continue to be repeated over and over again. Therefore, there are those risks related to legal proceedings and capital expenditures.

2026-08-30Bullish
“3 Stocks That Won After Nvidia Earnings!”
META is undervalued; efficiency gains in AI hardware and custom chips improve core ad profitability, outweighing short-term FCF pressure from high capex.

Yeah. So my first one is might seem very strange because it's not a direct beneficiary of what Nvidia has told us. One of the two is but the first one I'll talk about is Meta.

Now Meta of course spends an insane amount of money on Nvidia chips but it also spends an insane amount of money on making its own custom chips. But the connection here is about cost and not revenue.