Meta (META) Rolls Out Global Ads on Threads Amid Investor Focus on AI Spending

Meta Platforms Inc. (META) is launching advertising globally on its Threads platform, moving the service with over 400 million monthly users into a monetization phase. The rollout, using established ad tools from Facebook and Instagram, comes as the stock faces pressure from the company's guided massive capital expenditure surge for AI and metaverse projects. Meta's stock has declined roughly 9.78% over the past three months, following a Q3 2025 earnings report that showed strong revenue growth but outlined 2025 capex plans of $70-$72 billion. The company is scheduled to report Q4 2025 results on January 28. Wall Street consensus rates META a "Strong Buy," with an average price target implying over 26% upside.