This investor isn't worried about Meta's $145 billion investment in AI and believes the critics are mistaken.

Oct 22, 2026, 8:35 AM ETOpinionRead the original at Benzinga

Neutral

Meta reported sales growth and more activity in its ad business, but free cash flow turned negative as AI spending plans rose. These gains and costs point in different directions, so the story does not change its outlook.

META · Meta Platforms Inc.

AI read · Neutral

The AI's read

The ad business is bringing in more sales and earning more from each ad. Muse could create new ways to earn money, but the source describes those as possibilities, not proven results. Meta also expects much higher spending, and its free cash flow turned negative. The story gives evidence on both sides without showing which will matter more.

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