09/30/2026
Stock Highlight: Meta Platforms (META)
Meta is no longer just a social media story.
With more than 3 billion people using its apps daily, Meta has built enormous global reach across Instagram, Facebook and WhatsApp. Now, the company is looking to turn that distribution into an advantage in artificial intelligence.
Its newest AI assistant, Muse, represents the next step: moving beyond AI that simply answers questions toward technology designed to help users actually get things done.
For investors, the opportunity goes beyond consumer adoption. Meta is exploring new ways to monetize AI while continuing to benefit from its powerful digital advertising business and massive existing audience.
Facebook and Instagram built the audience. Advertising built the engine. AI could become the next chapter.
At Velocity Investment Partners, we continue to watch how Meta’s scale, AI investment and global distribution translate into long-term growth.