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Meta's AI Ambitions Steal Spotlight in Q3 Earnings
29 Oct
Summary
- Meta invests $14 billion in Scale AI for AI "superintelligence"
- Wall Street expects updates on AI plans, ad spend, and Instagram Reels
- Analysts remain bullish on Meta's trajectory despite challenges
As the social media giant Meta prepares to report its third-quarter earnings on October 29, 2025, all eyes are on the company's AI ambitions. Meta, one of the "hyperscalers" at the heart of Wall Street's AI trade, has made significant investments in this space, including a $14 billion deal with Scale AI to help the company reach AI "superintelligence."
Wall Street analysts are bullish on Meta's trajectory, expecting positive updates on the company's AI plans, as well as its ad spend and the performance of Instagram Reels. The analysts are looking for details on Meta's capital expenditure (capex) and how it plans to monetize its AI capabilities.
Despite the challenges faced by the social media industry, the analysts remain optimistic about Meta's future. The company's earnings report and the subsequent analyst call, scheduled for 4:30 p.m. ET on October 29, 2025, are expected to provide valuable insights into Meta's strategic direction and its ability to navigate the evolving digital landscape.
