Meta Stock Sold Off, But Investors May Be Missing the AI Payoff Meta stock has been under pressure, but the business behind the sell-off may be stronger than the market is giving it credit for. In this video, I break down why investors are worried about Meta’s massive AI spending, why Wall Street is questioning the company’s capex plans, and whether the market may be overlooking how AI is already improving Meta’s advertising machine. I’ll look at the tension between Meta’s rising AI investment and its core business strength, including ad impressions, average ad pricing, engagement, targeting, and valuation. The big question is simple: is Meta stock falling because the company is spending too aggressively, or is this pullback creating an opportunity around one of the strongest digital advertising businesses in the world? Key takeaways: ✅ Why Meta stock sold off after strong earnings ✅ How AI is already improving Meta’s ad business ✅ Why capex risk is making investors nervous ✅ Whether Meta’s valuation reflects the real upside Skip ahead: 00:00 - Intro 01:53 - Company Profile 02:42 - Recent Developments 09:42 - Potential Risks 11:53 - Stock Performance 13:50 - Valuations 15:57 - Analysts’ Rating and Verdict #MetaStock #Meta #META #MetaPlatforms #ArtificialIntelligence #AIStocks #TechStocks #GrowthStocks #StockMarket #Investing #StocksToWatch #BigTech #AdvertisingStocks #DigitalAdvertising #WallStreet #StockAnalysis #Finance #InvestingForBeginners #RickOrford 🚀 Grab Your 10 Stock Picks From Stock Advisor: https://fool.com/ricko 💬 Skool Community (Formerly Discord): https://rickorford.com/join 🌐 Website: https://rickorford.com 📈 Try Barchart's Free Stock Screener: https://rickorford.com/barchart-stocks 🔔 Don’t forget to like, subscribe, and turn on notifications for more exclusive content! About Rick: Rick Orford is a Wall Street Journal best-selling author, serial entrepreneur, and financial expert who achieved financial independence at age 35. Following the sale of two tech startups, Rick was elected to the board of directors for a financial institution managing $200M+. With 25 years of experience in stocks and options, he authored The Financially Independent Millennial to mentor the next generation of investors. A frequent contributor to Seeking Alpha, Barchart, and The Motley Fool, Rick’s insights have been featured by the most prominent outlets, including Good Morning America. When not thinking about finance, he balances his time between financial coaching, travel, and culinary pursuits. LinkedIn: https://www.linkedin.com/in/rickorford/ MuckRack: https://muckrack.com/rickorford/ Motley Fool: https://www.fool.com/author/20648/ Seeking Alpha: https://seekingalpha.com/author/rick-orford Barchart: https://www.barchart.com/news/authors/111/rick-orford Substack: https://rickorford.substack.com Simply Wall St.: https://simplywall.st/community/users/7se92237 DISCLAIMER: Stock prices used were the market prices of May 27, 2026. The video was published on June 4, 2026. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. The Motley Fool Stock Advisor returns are 981% as of 12/10/2025 and measured against the S&P 500 returns of 194% as of 12/10/2025. Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. On the date of publication, Rick Orford had positions in $META. This video is for educational purposes only and not financial advice. Always do your own research and consult with a financial advisor before making any investment decisions. All information and data on this YouTube Channel is solely for entertainment purposes. I'm not a financial advisor, nor licensed in any way to provide any financial advice. The information herein is based solely on my personal opinion and experience. All investments hold inherent risk, and the information provided on this YouTube Channel should not be interpreted as any kind of guidance, recommendation, offer, advice, or suggestion. Any ideas and strategies discussed on this channel should not be implemented without first considering your financial and personal circumstances or without consulting a financial professional.