Mark Zuckerberg emphasizes AI investments to enhance ad targeting and automation, though new revenue streams may be speculative with strong competition from tech giants like Alphabet, Microsoft, and Amazon.
Meta's core advertising business continues to thrive, showing strong growth in ad volumes and pricing, leading to solid profitability. Chinese retailers significantly contribute to the increase in ad demand, with the Asia-Pacific region representing a considerable portion of revenue growth.
Meta's $400 fair value estimate considers aggressive investments in new technologies, anticipating steady growth in R&D spending and elevated capital investment in data centers without significant revenue benefits beyond social media/advertising.
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