Amazon and Meta: stocks to invest in beyond AI plan concerns

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While markets react negatively to news of massive investments in artificial intelligence, Amazon and Meta present interesting stocks for medium- to long-term investors. The two tech giants have seen their share prices decline due to investor uncertainty regarding their ambitious infrastructure expansion plans in the AI sector.

Colossal AI Infrastructure Investments Generate Market Volatility

Amazon is preparing to allocate $200 billion toward developing AI infrastructure, while Meta has planned an allocation of $135 billion for similar initiatives. According to available analyses, these financial commitments initially scared investors, worried about immediate costs and the impact on quarterly earnings. However, the short-term pressure on prices presents an opportunity for those who recognize the strategic value of these moves.

Bullish Outlook from Analysts for 2026-2027

Despite the currently negative sentiment, industry experts maintain significantly positive outlooks for the near future. Analysts expect Amazon to reach $340 per share, while Meta could hit $1,144 within the next 12-24 months. These price targets reflect confidence in both companies’ ability to effectively monetize their AI investments.

The Double Challenge: From Risk to Opportunity

The strategic shift toward massive allocations in AI technology presents a complex challenge. On one hand, it causes anxiety among investors accustomed to immediate results. On the other, it promises solid long-term returns thanks to acquired technological leadership. Analysts see this transition as a “generational investment” that will position these companies at the forefront of the AI revolution in the coming years.

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