M​eta's earnings call is today at 5 pm ET. META stock heads into the report up 15% YTD. Analysts are focused on AI monetization efforts and DeepSeek.

Wall Street analysts see AI boosting Meta's performance this year. The tech titan could also be a big winner amid the drama swirling around TikTok.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

As it rolls out today, Meta AI will deliver answers based on information you've shared with it for a more personalized experience. The company also highlighted an update rolling out for the AI's "memory boost" on Instagram, Facebook, and Messenger. Meta AI recently picked up a "voice" and the ability to "see" your photos for editing and recipes.

"This will be a defining year for AI," Zuckerberg said in a Facebook post. "Over the coming years, it will drive our core products and business."

DeepSeek could open the door to AI reasoning methods that are incomprehensible to humans, raising safety concerns

That all changed Monday when the market went into full meltdown over DeepSeek AI. The China-based company sent Wall Street into panic mode over claims that its latest AI model, DeepSeek-R1, matches the performance of models produced by Silicon Valley’s biggest tech names, including OpenAI and Meta, for just a fraction of the cost.

The Silicon Valley giant was criticized for giving away its core A.I. technology two years ago for anyone to use. Now that bet is having an impact.

Markets are looking for assurances that DeepSeek hasn't completely disrupted the AI investment thesis. They may be disappointed.

Meta says it is rolling out improvements to Meta AI, including the ability to tap profile data from Meta's various apps.