2025 did not start well for great technological ones. Amazon (AMZN), Google (Goog, Googl) and Microsoft (MSFT) They did not meet the expectations of Wall Street in terms of income for cloud services in its last quarters; Apple (AAPL) was below in iPhone sales; and Tesla (TSLA) disappointed both income and benefits. All these companies have Yield They quote in the Porteña Square.
This affected the price of their shares. Google and Microsoft fall 2.7% and 2.9% so far this year, respectively, while Tesla has dropped 17%. Apple shares have lost more than 5%. Amazon has risen 4.3% in the same period, but since the publication of its results on February 7 it has retreated 1.4%. But there is a company that stands out: Goal (goal).
The actions of the social networks giant climb 24% from the beginning of the year and, until Wednesday, accumulated a streak of 17 consecutive sessions up on Wall Street. Why is the goal overcoming its competitors while other greats in the sector fall?
Goal directly benefits from its investments in AI
It is not simply about investment in artificial intelligence (AI). Amazon has announced that it plans to spend more than US $ 100,000 million on capital expenses in 2025, while Google and Microsoft will allocate 75,000 and 80,000 million, respectively. Goal, meanwhile, will also disburse large sums, with an estimated budget between US $ 60,000 YU $ 65,000 million.
However, the key difference lies in how these funds are used. While their rivals invest to attract external clients, Meta allocates their investment to enhance their own growth.
“I think Meta is the most transcendental company of our time at this time, because it is the ‘zero client’ par excellence,” said Daniel Newman, CEO of Futurum Group. “Nothing they do as hyperscators is simply to resell others.”
Meta investments are already promoting their growth
Part of the goal success in Wall Street is due to the fact that their investments in direct benefit their advertising business and increase the time that users spend on their platforms.
“They have used the AI mainly to enhance their business, while other companies have tried to cover too many fronts,” said Zeus Kerravala, founder and main analyst of ZK Research.
The results are already reflected in the company’s metrics. According to CEO Mark Zuckerberg, AI is impacting practically all its operations.
“The improvements in our algorithms of recommendation of content and videos driven by AI have led to an 8% increase in the time of use of Facebook and 6% on Instagram only so far this year,” Zuckerberg explained at the conference at the conference of third quarter results.
In the presentation of the fourth quarter, the CFO Susan Li revealed that 4 million advertisers are using the advertisement tools with the finish line, compared to 1 million six months ago. All this makes the goal commitment to AI much easier to sell to investors. “Meta is simply much more direct,” said Patrick Moorhead, CEO and main analyst at Moor Insights & Strategy.
While Amazon, Google and Microsoft are also seeing advances in their AI strategies, the path from investment in data centers to customer collection on their AI platforms is not as clear as in the case of goal.
“All these companies have talked about the AI services they offer,” said Bob O’Donnell, founder and main analyst of Technallysis Research. “But Meta does not have the distraction of selling computer services.” The open target source approach could generate great long -term benefits.
Meta has also captured the attention of Wall Street with its open source approach to artificial intelligence, especially with its flame models. The company seeks to establish a global AI standard and, although it currently offers the software for free, has imposed certain restrictions, as a limit of 700 million monthly users for flame -based services.
“It is easy to imagine a future in which many companies use calls as a base model and, through licenses, become a very important source of income,” said Newman.
Zuckerberg, meanwhile, is determined to call 4, the next generation of his AI model, leads the industry.
“Call 4 will be native multimodal – it is a model ‘omni’ – and will have agentive capabilities, which will make it innovative and open many new applications,” he said during the call of results of the quarter quarter. “I am excited to share more about our plans in the coming months.”
The way in which Meta will monetize llamas is still to be defined, and the AI career remains at an early stage to declare definitive winners. However, for now, investors are clearly impressed with what Zuckerberg and his team have built so far.
Source: Ambito
