Analyst: Meta Needs Just 115 Million Users to Ignite a $28 Billion AI Gold Rush — But It’s Not Likely to Happen

Quick Read Helfstein estimates META needs 115 million paying Muse subscribers at $20/month to unlock $28 billion in AI revenue, but doubts it happens. META's Q2 operating margin collapsed from 43% to 31%, while full-year capex guidance soared to a range of $130 billion to $145 billion. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Meta didn't make the cut. Enter your email to see the names that beat METAPLATFORMS. The report is free. Enter your email and see if any of your stocks made the cut.