Jim Cramer on Meta’s $72 Billion CapEx Forecast: Bold or Risky?

From Yahoo Finance: 2025-05-10 10:25:00

Jim Cramer mentioned Meta Platforms, Inc. (NASDAQ:META) in light of US-China trade talks. Cramer expressed renewed optimism for major tech stocks following strong quarterly reports. He highlighted the demand for data centers and the strong user base of Meta Platforms, Inc. as key strengths.

Meta Platforms, Inc. (NASDAQ:META) continues to demonstrate growth, with a user base of 3.43 billion monthly active users and strong ad revenue growth. Wall Street’s estimates for EBIT and OCF growth seem conservative compared to the company’s current tailwinds.

Nightview Capital praised Meta Platforms, Inc. (NASDAQ:META) for its powerful advertising ecosystem, reaching nearly half the world’s population daily. The company’s investments in AI and AR create long-term growth potential. META ranks 3rd on Jim Cramer’s list, but under-the-radar AI stocks may offer greater returns in a shorter timeframe.

Read more: Jim Cramer on Meta’s $72 Billion CapEx Forecast: Bold or Risky?