META.BA is trading 3.1% up now at $36520.00 as investors prioritize the company’s long-term AI strategy over reports of restricted access to Google’s Gemini models.
- Google has reportedly capped Meta’s access to Gemini AI due to compute capacity constraints, delaying some internal projects and forcing more efficient token usage.
- Despite the operational impact, the stock is benefiting from strong positive sentiment in large-cap tech and growth sectors, which is lifting the Nasdaq today.
- Investors remain focused on Meta’s broader AI roadmap and its ability to navigate infrastructure limitations.