Meta Platforms is set to highlight its artificial intelligence ambitions this week as it hosts its first Llama-branded developer conference on Tuesday and reports quarterly earnings on Wednesday, according to CNBC. Investors will be watching for signs of how Trump’s tariffs could affect Meta’s aggressive $65 billion AI infrastructure plan, as tariffs raise risks of higher costs, Needham analysts said. Meta recently released new Llama 4 models to power AI agents across Facebook and WhatsApp, and a stand-alone Meta AI app is expected soon to rival ChatGPT. Analysts say Meta’s massive user base gives it an edge, but monetization challenges remain.
