Wall Street analysts see AI boosting Meta's performance this year. The tech titan could also be a big winner amid the drama swirling around TikTok.

M​eta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI monetization efforts and DeepSeek.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

"This will be a defining year for AI," Zuckerberg said in a Facebook post. "Over the coming years, it will drive our core products and business."

That all changed Monday when the market went into full meltdown over DeepSeek AI. The China-based company sent Wall Street into panic mode over claims that its latest AI model, DeepSeek-R1, matches the performance of models produced by Silicon Valley’s biggest tech names, including OpenAI and Meta, for just a fraction of the cost.

As it rolls out today, Meta AI will deliver answers based on information you've shared with it for a more personalized experience. The company also highlighted an update rolling out for the AI's "memory boost" on Instagram, Facebook, and Messenger. Meta AI recently picked up a "voice" and the ability to "see" your photos for editing and recipes.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President Trump -- a project aiming to invest $500 billion into AI frameworks over the coming years.

Meta is giving its AI assistant a "memory" boost that can use your past conversations and Facebook and Instagram activity to inform recommendations.

On Friday, Mark Zuckerberg announced a $60-65 billion investment into Meta AI.

Nvidia stock could benefit from these massive AI infrastructure investments.