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Meta's AI Gamble Sparks Investor Doubts, Shares Plummet

11/6/2025

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Summary

Story summary

Meta Platforms Inc. faces investor skepticism after heavy AI capital expenditure, echoing metaverse overspending.
Shares fell 17% after earnings beat, erasing about $307 billion in market value.
Analysts warn the company lacks diversification and shows unclear return on investment (ROI) for AI.
Meta projects 21% revenue growth this year as it uses AI to improve ad targeting and engagement, with investor patience waning.

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Story summary

Meta Platforms Inc. faces investor skepticism after heavy AI capital expenditure, echoing metaverse overspending.
Shares fell 17% after earnings beat, erasing about $307 billion in market value.
Analysts warn the company lacks diversification and shows unclear return on investment (ROI) for AI.
Meta projects 21% revenue growth this year as it uses AI to improve ad targeting and engagement, with investor patience waning.