Meta Platforms Is Making a Push Into AI Hardware. History Says Apple Investors Shouldn't Worry.

Key Points At its recent Meta Connect 2026 event, Meta Platforms announced a range of new glasses, as well as the Muse Charm. The company's goal is to enable frictionless usage of its popular Muse AI agent. Although it has been almost 20 years since it debuted, Apple's iPhone continues to dominate the consumer tech space, meaning it will likely be a top way that consumers interact with AI for the foreseeable future. 10 stocks we like better than Meta Platforms › Unlike its hyperscaler peers, Meta Platforms (NASDAQ: META) doesn't operate its own legacy cloud computing platform. It's still investing heavily in artificial intelligence (AI), though, with capital expenditures forecast to be between $130 billion and $145 billion in 2026.