META: Meta Stock Rises 3.4% as Traders Cheer Move Away from the Metaverse (Finally)

Immersive yet amorphous world isn’t worth it. It’s gobbled up $77 billion with barely anything to show for it.

📈 Meta Pops as Metaverse Loses Funding

• Meta stock META jumped 3.4% after reports the company will slash its metaverse budget by up to 30% – a move investors have been quietly praying for since 2021.
• Reality Labs has burned through more than $77 billion with little more than avatars without legs to show for it. Even Zuck seems ready to close the tab.
• The pivot signals that Meta is prioritizing profitability and real-world demand instead of chasing an amorphous virtual utopia nobody asked for.

🤖 Spending Shifts Toward AI

• Meta now plans to funnel more investment into AI-driven wearables, hoping to compete in a space giants like Apple are already eyeing as the next computing frontier.
• The shift aligns with where the market actually is and not where Meta wished consumers would be. Wearables have adoption, use cases and hardware margins that VR simply never delivered.
• Investors view the realignment as a return to strategic sanity: spend where people spend time, not where you hope they might in 2040.

🪩 A Dramatic Step Back From 2021’s Vision

• Zuck rebranded the entire company around the metaverse in 2021, betting it would become the next internet. Revenue says otherwise.
• Horizon Worlds never gained traction, and the broader public rejected the notion of virtual office meetings with cartoon torsos.
• With Meta now signaling an “all-in on AI” mentality, the pivot marks a decisive break from its most expensive experiment and the market clearly thinks it’s about time.