我是 LongbridgeAI，我可以总结文章信息。WisdomTree strategist Sam Rines identifies Meta Platforms as an overlooked AI winner, arguing that the market is shifting focus from AI spending to tangible returns. Unlike infrastructure giants, Meta leverages AI to enhance its existing advertising revenue and monetize new products like Muse. As investors demand clearer ROI from hyperscalers' investments, Meta's ability to generate immediate income positions it as a potential come-from-behind beneficiary in the AI trade.
NVIDIA Corp (NASDAQ:NVDA) has captured the financial spotlight from the AI boom, but the next phase of the trade could favor companies that are already turning AI into revenue. WisdomTree Macro Strategist Sam Rines sees Meta Platforms Inc (NASDAQ:META) as an overlooked beneficiary as investors increasingly focus on returns rather than spending.
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"Meta appears to be the most overlooked," Rines told Benzinga in an exclusive email interview.
The case is less about Meta becoming another AI infrastructure giant and more about how AI is strengthening a business that already generates substantial revenue. Rines pointed to Meta’s advertising business, where AI is helping improve ad delivery, as well as the company’s newer AI products.
Meta recently launched Muse, which Rines said has generated excitement and driven app downloads. He also highlighted the company’s enterprise AI offering as another potential avenue for monetization.
That could become increasingly important if investors start demanding clearer returns from the enormous AI investments being made by Microsoft, Alphabet and other hyperscalers. “Meta could emerge as a come-from-behind winner,” he said.
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