Artificial intelligence (AI) is a hot topic in infrastructure spending, with few companies monetizing AI investments. Meta Platforms leads in AI-driven revenue growth. Meta’s $51.2 billion revenue in Q3, with $50 billion from ads, includes a $60 billion run rate from AI product Advantage+. Meta’s AI revenue surpasses peers and could challenge Nvidia. However, Meta’s capex outpaces revenue growth, impacting cash flow in 2026. Investors should watch Meta’s AI business growth and consider buying the dip. The Motley Fool recommends 10 stocks over Meta Platforms for potential returns.

Read more at Nasdaq: 1 Artificial Intelligence (AI) Revenue Machine You’ll Want to Watch in 2026 (Hint: It’s Beaten Everyone Except Nvidia)