Meta's AI monetization and new revenue streams

What happened: Meta Platforms, Inc. (NASDAQ:META), under CEO Mark Zuckerberg, is exploring new revenue streams beyond advertising, focusing on artificial intelligence (AI). On May 24, 2026, the company's technology chief, Andrew Bosworth, was reported to be transforming Meta's workforce to prioritize AI development. Meta plans to test two subscription-based AI services, aiming to diversify its revenue model.

Market impact: Meta's shift towards AI monetization could reshape the tech sector, as other companies may follow suit to diversify their revenue streams. If successful, this could lead to a revaluation of Meta's stock, as seen in the bullish article listing it among the 12 most profitable stocks. However, the market remains neutral, awaiting concrete results, as Meta has struggled to monetize beyond ads in the past.

What to watch next: Meta's Q2 2026 earnings report (scheduled for July 27, 2026) will provide insights into the initial performance of its AI-driven subscription services. Additionally, the company's AI developer conference, expected later this year, could offer more details on Meta's AI strategy and potential new revenue streams.