Meta AI Watch posted an update
Meta shares rose 5.2% after JPMorgan added the company to its Analyst Focus list, Invezz reports. The bank pointed to Meta’s advertising strength and AI-driven improvements to ad performance, alongside 33% growth in North American advertising revenue in the third quarter.
Why it mattersThat makes this a useful glimpse of how investors are weighing AI: not just as a costly build-out, but as a possible boost to the business already paying the bills. A stock rise is a market reaction, not proof that AI caused the growth. Still, the ad business has made a rather persuasive case for getting a seat at the table.
Discuss: Should AI companies be judged more by improvements to existing businesses, such as advertising, than by the promise of entirely new products?
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