Meta Stock Is a Top AI Pick, Analyst Says. Why TikTok Drama Is Another Tailwind. - Barron's
1. META stock is up over 5% this year, showing strong momentum. 2. Jefferies analysts highlight META as a top AI pick despite high spending. 3. Upcoming capex guidance may exceed Wall Street estimates, boosting investor confidence. 4. TikTok uncertainties could lead to increased Instagram traffic and revenues for META. 5. Zuckerberg's recent announcements receive mixed reactions but show strategic adjustments.