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The Big Tech’s 2025 is at the beginning. Amazon (AMZN), Google (Googl, Googl) and Microsoft (MSFT) have missed Wall Street expectations on cloud revenues in their last quarters; Apple (AAPPL) failed on iPhone sales; and Tesla (tsla) disappointed on the upper and lower lines.
And this weighs on the courses of the actions of companies. Google and Microsoft are down 1.9% and 3.1% by one year to date, respectively, while Tesla is down by almost 12%. Apple shares have decreased by more than 2.3%. Amazon increased by 4.2% in the same period, but this Friday was down 3% because it declared its profits on February 7.
But a company is booming: Meta (Meta).
The actions of the social media giant have increased by 25% since the beginning of the year and, from Friday, turns a sequence of victories of 20 sessions in Wall Street. Why does Meta work so well when other hyperscalers fall?
It is certainly not because his rivals plow money in investments in AI. Of course, Amazon said that it provided capital expenses north of $ 100 billion in 2025, and Google and Microsoft will pay $ 75 billion and $ 80 billion respectively. But Meta also plans to crush huge sums on technology, saying that it would pay between 60 billion and $ 65 billion in capital spending this year.
It’s simpler than that. While its major technological rivals spend to draw customers outside customers, Meta’s expenses will feed its own growth.
“I think Meta may be the most consecutive company of our time right now, and I think it’s because they are the ultimate zero client,” said Daniel Newman, CEO of Futurum Group. “Nothing they do as a hyperscaler is simply for the resale of others.”
Part of the reason why Meta AI investments are paid to Wall Street is that expenses benefit directly from business advertisements and the time that users spend on its platforms.
“They used [their AI investments] Large to stimulate their business where … other companies have tried to be a little more everything that is everyone, “said Zeus Kerravala, founder and main analyst at ZK Research.
The advantage of Meta’s approach is clear in its first results. According to CEO Mark Zuckerberg, artificial intelligence has an impact on practically all the work of the company.
“Improvements to our Flow and video recommendations based on AI resulted in an 8% increase in the time spent on Facebook and an increase of 6% on Instagram this year only,” said Zuckerberg during the company during society Call for winnings of the first quarter in October.
And during the Call of the Meta TrimesterThe financial director Susan Li said that 4 million advertisers use generative AI of the company’s AI to create announcements, against 1 million six months ago. All of this makes AI an easier sale to investors.
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