Ac t i o n | 30 Jul 2026 01:47:46 ET │ 19 pages Meta Platforms Inc (META.O) Meta's AI Product Roadmap Emerging as Compute Scales with Multiple Paths for Monetization CITI'S TAKE While 2Q revenues & 3Q guidance were largely in-line with expectations, we emerge from the quarter incrementally positive on Meta's product strategy, while acknowledging the debates around continued CapEx spend, tangible ROI, and profitability. Most importantly, we believe Meta's LLMs are beginning to deliver durable engagement gain ...