Meta Platforms highlighted its robust AI-driven future for 2026. Reels is now a $50 billion annual revenue engine, powered by sophisticated AI recommendation systems. This success underpins Meta's aggressive AI infrastructure investments, with 2025 capital expenditures reaching $64-72 billion and further increases projected for 2026, driving bullish analyst sentiment. Concurrently, Meta faces new EU regulations, starting January 2026, requiring user choice for personalized ads following a €266 million fine. Reinforcing its AI pivot, Meta also recently acquired China-founded AI startup Manus for billions, signaling continued strategic expansion.