Veteran stock-market expert Jim Cramer has been noted over the last year for his optimistic attitude on Meta Platforms Inc., and present data indicates his predictions could have been prescient. Cramer openly asserted faith in Meta’s path early in 2025, arguing that its extensive application of artificial intelligence, especially in its advertising efforts, would unleash major upside.
Stocks of Meta Louisiana data centre
Meta’s upside, however, calls for caution. Once used to double-digit expansion, the digital advertising industry is expected to grow at a somewhat subdued 9% year from 2025 to 2030. Against that, estimates indicate Meta may spend $60 to $65 billion toward infrastructure and artificial intelligence in 2025, hence providing a strong capital investment. Meta must convert those investments into actual rewards to honor shareholders.
First Eagle Global Fund emphasized Meta’s performance, strong revenue and profit increase, together with planned AI investments, operational discipline and earnings, in its second quarter 2025 Jim Cramer
