Meta's Big Bet On Consumer AI Stands Out. That Hasn't Been Good For The Stock.

Meta's Big Bet On Consumer AI Stands Out. That Hasn't Been Good For The Stock.

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01:21 PM ET 07/30/2026

Meta Platforms (META) Chief Executive Mark Zuckerberg envisions that the rise of "personal superintelligence" is near. But the uncertainty of focusing on consumer AI is clearly weighing on Meta stock. "While everyone else zigs to focus on the easier-to-monetize enterprise segment, Meta is zagging towards the greenfield consumer opportunity," Bernstein analyst Mark Shmulik wrote to clients Thursday. "If they can…