Investors Are Underestimating This Incredibly Cheap Artificial Intelligence (AI) Stock. Buy It Before It Joins the $2 Trillion Club

Harsh Chauhan, The Motley Fool

Thu, July 9, 2026 astatine 8:43 AM CDT 5 min read

This has been a forgettable twelvemonth for Meta Platforms (NASDAQ: META) investors truthful far. Shares of the tech elephantine are down 5% arsenic of this writing, underperforming the tech-laden Nasdaq Composite scale that has logged 11% gains successful 2026.

Concerns astir Meta's assertive superior spending connected artificial quality (AI) projects and the imaginable returns of these investments person weighed connected its banal terms this year. However, the Magnificent Seven banal jumped astir 9% connected July 1 aft a study emerged that it whitethorn beryllium entering the lucrative AI unreality market.

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Let's spot what this imaginable determination whitethorn mean for Meta stock.

Meta Platforms tin unlock a multibillion-dollar accidental with this determination

According to Bloomberg News, Meta Platforms is readying to merchantability its excess AI unreality computing capableness to customers. It was casual to spot wherefore this study gave Meta banal a large boost. The institution is connected way to walk $135 cardinal successful superior expenditure this twelvemonth astatine the midpoint of its guidance range, up importantly from $72.2 cardinal past year.

Meta has been spending heavy to integrate AI tools crossed its applications and advertizing offerings, arsenic good arsenic to physique frontier AI models (the astir precocious benignant of foundational AI models) done its Superintelligence Labs division. The bully quality is that these investments are driving tangible gains for Meta.

The company's Muse Spark precocious AI model, which is the archetypal 1 to beryllium launched by Meta Superintelligence Labs and powers the Meta AI assistant, has led to a double-digit percent summation successful idiosyncratic sessions connected Meta AI. Additionally, the Meta AI concern adjunct is resolving its clients' issues astatine 20% faster, portion the fig of advertisers utilizing the company's generative AI originative tools present stands astatine much than 8 million.

Meta is besides pushing the envelope successful AI wearables. The regular users of its AI glasses doubled twelvemonth implicit twelvemonth successful Q1. Still, the toll that Meta's dense spending whitethorn instrumentality connected its bottommost enactment has got the marketplace worried. So, erstwhile reports emerged that this tech elephantine would commencement selling its AI unreality excess capacity, investors heaved a suspiration of relief.

This volition let Meta to monetize the unused unreality computing capableness successful its inventory, mitigating Wall Street's worries that it is overspending connected AI infrastructure. This could beryllium a astute determination if Meta so decides to rent retired excess infrastructure. Also, Bloomberg News reports that Meta volition connection entree to its AI models to customers renting AI compute capacity, successful summation to earthy compute capableness to tally their ain models and applications.