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Meta Strong Rally +10%! Is It the Best AI Monetizer in Big Tech?

While markets whipsawed and precious metals sold off, Meta Platforms surged 10% in a single session, standing out as a rare risk-on winner. Fundamentally, Meta’s scale now speaks for itself: FY2025 revenue hit $200.97B (+22% YoY)—the first time crossing $200B—with Q4 revenue up 24% YoY. Despite aggressive AI spending, Meta generated $60.5B in net income and sustained a 41% operating margin. Is Meta currently the strongest AI monetization story versus peers like MSFT and GOOGL? How long can Meta sustain heavy AI capex while keeping margins above 40%?

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