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Story summary
- Meta Platforms' stock has surged 25.9% this year, outperforming Apple and Tesla, which declined.
- In Q2 2025, Meta reported $47.5 billion in revenue, a 21% increase year-over-year, fueled by AI.
- The 2025 capex estimate rose to $66-$72 billion, focusing on AI and data center investments.
- CEO Mark Zuckerberg highlights AI's impact on user engagement, despite doubts about metaverse profitability.
- Threads platform's monthly active users grew from 320 million to 350 million in Q1 2025.
