Mark Zuckerberg Said Meta's AI Bets "Haven't Come to Fruition Yet" as Shares Fell 5%

Meta CEO Mark Zuckerberg admitted during an internal town hall that the company's significant AI investments haven't delivered expected results yet, despite planning to spend $125-145 billion on AI capital expenditures in 2026. The stock dipped 5% on the news, though it recovered to gain 19% for the month. Zuckerberg expects notable progress in coming months, but investors remain skeptical about the return on Meta's massive AI spending.