Analysts expect ad sales to grow and see possible future income from Muse. But they also expect lower profit per share, heavy AI spending, and no meaningful Muse income for at least a year, leaving Meta's outlook little changed.
More ad sales could support Meta, and Muse may eventually bring in new ad income. But analysts expect profit per share to fall, and one firm expects AI spending could reach $130 billion to $145 billion in 2026, with $200 billion in 2027 possible. Muse may not bring in much money for at least another year. These facts leave the story balanced.
The article says Google must balance AI work with risks to its search ads. It reports no lost sales or change in Google's business, so it does not change the company's outlook.
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