Meta Stock Surges 21% in Three Weeks as AI Monetization Shifts Market Sentiment

Price Action

โดย Benzinga·Read original

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Meta Platforms shares rallied nearly 21% in roughly three weeks, with the adjusted closing price climbing from $542.87 on June 25 to $656.73 by July 13, 2026, as investors reassessed the company's artificial intelligence infrastructure spending. Market strategist Shay Boloor of Futurum Equities said the market is no longer in panic mode over Meta's aggressive 14-gigawatt capacity targets, now recognizing multiple paths to return on that infrastructure beyond advertising. Key catalysts include the launch of the Muse Spark 1.1 model and its API, priced at about 25% of competitors like OpenAI and Anthropic, and the shift toward custom silicon such as the Iris chip, which Boloor says can materially lower compute costs. Boloor also highlighted the potential to rent out excess compute capacity as a free call option for the stock, while Meta's billions of users create a moat for instant AI deployment.