Meta and Apple See Significant AI Investment Growth, Recursion High Risk
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 16 2026
0mins
Should l Buy AAPL?
Source: Fool
- Meta Platforms Investment: Meta Platforms' substantial investment in AI infrastructure has driven revenue and earnings growth, and despite a stock price drop following its Q3 earnings report, its 3.5 billion daily active users provide a solid foundation for advertising and future AI monetization opportunities.
- Apple iPhone 17 Success: Apple's latest iPhone 17, featuring various AI capabilities, has achieved the highest revenue growth in three years, with projections for double-digit growth in the upcoming quarter, further solidifying its market position in the high-margin services sector.
- Recursion Drug Development: Recursion Pharmaceuticals aims to revolutionize drug development through an AI-powered operating system conducting millions of virtual experiments, significantly reducing drug development timelines, although it currently lacks market products and faces fierce competition from larger pharmaceutical companies.
- Investment Risk Assessment: While Meta and Apple's investments in AI show promise, Recursion's high-risk profile makes it unsuitable for risk-averse investors, necessitating careful evaluation of its market prospects.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 261.730
Low
239.00
Averages
306.89
High
350.00
Current: 261.730
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Performance of Tech Giants: These companies exhibit a degree of resilience in financial performance, attracting investor attention despite increased market volatility, indicating their relative safety amid uncertainty.
- Investor Confidence: By maintaining continuous innovation and adaptability, these companies not only retain market share but also enhance investor confidence in the tech sector, reflecting their significance during economic turmoil.
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