Is an AI Bubble Emerging? Evaluating Stock Market Risks and Insights from the Late 1990s.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 16 2025
0mins
Should l Buy META?
Source: Barron's
Comparison to the 1990s: Investors are drawing parallels between today's equity markets and the late 1990s, particularly due to significant market gains.
S&P 500 Performance: The S&P 500 experienced over 20% growth for five consecutive years from 1995 to 1999, driven by the internet boom.
Current Market Drivers: Today's equity market gains are partly attributed to a substantial increase in spending related to artificial intelligence (AI).
Historical Context: The current market dynamics echo the past, suggesting a potential trend influenced by technological advancements.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 618.430
Low
655.15
Averages
824.71
High
1117
Current: 618.430
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
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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