Meta Stock Holds Rebound Near 24x Earnings on Cloud Monetization Hopes

After a July 9 selloff triggered by Zuckerberg’s admission that AI agent progress had slowed, Meta shares stabilized following a 7.3% surge on July 10. A SemiAnalysis report praised the company’s AI reorganization and Muse Spark model, shifting investor focus to monetizing excess compute via a potential cloud business. Jim Cramer estimated any such deal could add “a hundred points” to the stock. META trades around 24x earnings ahead of July 29 results amid $125-145 billion 2026 capex guidance, while its core advertising business continues to deliver 33% revenue growth.