Meta stock forecast data indicates upward revisions after metaverse infrastructure CapEx stabilization, which is expected to improve cash returns by H2 So, first, let's take a look at the current AI market and what may unfold in the coming years. Right now, tech powerhouses such as Microsoft, mentioned above, and others, like Alphabet and Meta Platforms , are pouring investment into building out AI infrastructure. They, and even smaller AI customers, need more and more AI compute -- the graphics processing units (GPUs) or AI chips that power AI tasks. Generative AI initiatives like Llama 3 and the partnership with Midjourney for creative tools aim to extend Meta’s influence into marketing automation and content creation, both high-margin adjacencies. Furthermore, its Meta Glasses and Vibes products may redefine how users consume AI-generated entertainment, competing head-to-head with OpenAI’s rumored “social AI” app. Hedge fund meta stock forecast analysis has updated price targets upward following a series of positive KPI trends, including higher session duration on Meta-owned platforms.