Market Volatility in AI Stocks Presents Investment Opportunities
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 06 2026
0mins
Should l Buy META?
Source: NASDAQ.COM
- UiPath Stock Decline: UiPath's shares have fallen over 40% since December, primarily due to a broader pullback in the AI sector; however, its automated workflow solutions remain highly marketable, potentially attracting long-term investors.
- Remitly User Growth: Remitly Global saw a 19% year-over-year increase in active users to 9.3 million in Q4, driving a 35% rise in total money transferred and enabling the company to shift from a $5.7 million loss to a $41.2 million profit, showcasing its strong performance in cross-border payments.
- Meta's AI Strategy: Meta Platforms' stock has dropped 28% since August, yet its strategy of leveraging AI to enhance its advertising business is proving effective, with Q4 revenue growth accelerating to 24%, reflecting its sustained competitiveness in the social networking space.
- Investor Buying Opportunity: Despite the volatility in AI stocks, veteran investors view this as a buying opportunity, particularly for companies like UiPath and Remitly that have practical applications in AI, which may yield higher returns in the future.
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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: 688.550
Low
655.15
Averages
824.71
High
1117
Current: 688.550
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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- IPO Announcement: Cerebras Systems filed a registration statement with the SEC on April 17, 2023, indicating its intent to hold an initial public offering (IPO), although the number of shares and price range remain undetermined, marking a significant step in the rapidly growing AI chip market.
- Competitive Potential: Founded in 2015, Cerebras aims to revolutionize AI computing with wafer-scale technology, positioning itself as a formidable competitor to Nvidia, with its unique CS-2 and CS-3 systems expected to capture substantial market share.
- Expanding Customer Base: Recently, Cerebras secured partnerships with high-profile clients such as OpenAI, Amazon, and Meta, particularly a major multi-year agreement with OpenAI for 750 megawatts of deployment, which is set to become the largest high-speed AI inference deployment globally, further solidifying its market position.
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- Competitive Potential: Cerebras is viewed as a formidable competitor in the AI chip space, particularly against current market leader Nvidia, as the surging demand in the sector positions Cerebras' innovative technology to attract increased investor interest.
- Expanding Client Base: Recently, Cerebras secured high-profile clients including OpenAI, Amazon, and Meta, with a major 750-megawatt deployment agreement with OpenAI set for 2026, which will establish it as the largest high-speed AI inference deployment globally, further solidifying its market position.
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- Strategic Partnership for Entergy: Entergy's subsidiary has secured a deal with Meta, which will invest in seven natural gas power plants and related infrastructure for its $27 billion data center, highlighting the focus on future energy needs.
- Natural Gas Market Share: The International Energy Agency reports that natural gas accounts for 26% of data center electricity demand, with coal and natural gas expected to meet 40% of additional electricity needs by 2030, further solidifying the market position of gas companies.
- Infrastructure Investment Opportunities: GE Vernova supports natural gas plants with turbines, having received an order for 29 turbine units from Crusoe to meet data center demands, indicating ongoing investment potential in energy infrastructure.
See More
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- Surge in Data Center Demand: According to Goldman Sachs, energy demand from data centers is projected to increase by 50% by 2027 and by 165% by 2030 compared to 2023, providing significant revenue catalysts for energy companies.
- Entergy's New Partnership: Entergy Louisiana has secured a deal with Meta Platforms to support its $27 billion data center with seven new natural gas power plants and battery storage infrastructure, which is expected to further boost Entergy's stock price.
- Natural Gas Market Opportunities: The International Energy Agency reports that natural gas accounts for 26% of data center electricity demand, with coal and natural gas projected to meet 40% of the additional electricity demand from data centers by 2030, creating long-term growth potential for related companies.
- Infrastructure Support: GE Vernova supports natural gas plants with turbines and recently announced that Crusoe ordered 29 gas turbine units to meet its data center needs, indicating ongoing investment potential in energy infrastructure.
See More
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- Strong Energy Stock Performance: One of the early winners in the 2026 AI trade is energy stocks, with Entergy (NYSE: ETR) shares up approximately 25% this year, reflecting market confidence in its future growth prospects.
- Major Partnership Agreement: Entergy Louisiana has secured a deal with Meta Platforms (NASDAQ: META), where Meta will fund seven new natural gas power plants and related infrastructure for its $27 billion data center, indicating a strong expectation for natural gas demand.
- Surge in Power Demand: According to Goldman Sachs, energy demand from data centers is projected to increase by 50% by 2027 and could rise as much as 165% by 2030 compared to 2023, providing a significant revenue catalyst for natural gas companies.
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See More
