Snapchat might have started the streaking craze, but Meta is on a winning streak that even Wall Street can’t overlook. The social media giant’s stock just completed a 17-day winning rally, marking the longest consecutive gain for any Nasdaq 100 company since 1990. This shift comes as CEO Mark Zuckerberg’s ambitious $65B AI investment plan for 2025 has investors cheering, especially as the firm demonstrates tangible returns through improved ad targeting and user engagement.
- The historic run, which began with Trump’s inauguration, has added ~17% to Meta’s value and pushed its market cap toward the coveted $2T milestone.
- Unlike Microsoft and Alphabet, Meta’s AI investments are already showing returns, with over 4M advertisers now using its generative AI tools.
The plot thickens: Though technical indicators suggest an overbought stock, Meta is bolstering its market stance with strategic updates. The business extended the life of its AI servers from 4-5 years to 5.5 years, reducing depreciation expenses by $2.9B in 2025, or nearly 4% of its projected pre-tax profits. Meanwhile, even as it faces social media backlash over recent layoffs, Meta’s development of an AI assistant with coding capabilities signals strong forward momentum. Riverpark Capital’s Conrad van Tienhoven remains optimistic about the company’s prospects, noting, “I have long viewed Meta as the biggest beneficiary of AI outside of maybe Nvidia, and I think more people are coming around to that idea.”
