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An April 18 Reuters-sourced report said Meta is discussing roughly 8,000 job cuts starting from May 20. However, the specifics "have not yet been finalized," and executives may adjust their plans as they track the development of AI capabilities. Meta continued reshaping its business around artificial intelligence as CEO Mark Zuckerberg defended aggressive AI spending, workforce reductions, and higher infrastructure investments to position the company for long-term growth in the AI race. Meta Prioritizes AI Infrastructure Spending Zuckerberg told employees during a company town hall that Meta's rising AI infrastructure costs are forcing the company to make difficult trade-offs between compute investments and staffing levels. He said infrastructure and personnel remain Meta's two largest expenses, adding that increased AI spending requires the company to "take down" headcount to balance costs. Meta is reportedly preparing to cut about 10% of its workforce beginning May 20, with additional layoffs potentially coming later this year. Employees Raise Concerns Over Layoffs Meta's AI-driven restructuring has sparked growing internal anxiety, as employees question their long-term job security. According to reports, some workers criticized Meta's shift toward an "AI native" operating structure and tighter productivity tracking initiatives. A post on the anonymous Blind platform, reportedly written by a Meta engineer, described rising internal competition and a belief that further layoffs are unavoidable. Zuckerberg acknowledged uncertainty surrounding Meta's long-term workforce strategy, saying he does not have a "crystal ball" for how the company's AI transformation will evolve over the next several years. Meta Raises AI Spending Outlook After Earnings Beat Despite restructuring efforts, Meta strengthened its financial outlook after reporting first-quarter revenue of $56.31 billion, topping Wall Street estimates of $55.45 billion. Adjusted earnings reached $7.31 per share, ahead of analyst expectations of $6.78 per share. The company also projected second-quarter revenue between $58 billion and $61 billion. Meta CFO Susan Li said the company still does not know its "optimal" long-term size as AI adoption accelerates. Meta maintained its full-year expense outlook of $162 billion to $169 billion while raising its 2026 capital expenditure forecast to between $125 billion and $145 billion to support expanding AI infrastructure investments. Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the July 29, 2026 (estimated) earnings report. EPS Estimate: $7.22 (Up from $7.14 YoY) Revenue Estimate: $60.19 Billion (Up from $47.52 Billion YoY) Valuation: P/E of 22.3x (Suggests fair valuation relative to peers) Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price target of $822.41. Recent analyst moves include: Mizuho: Outperform (Lowers Target to $835.00) (May 5) Stifel: Buy (Lowers Target to $780.00) (May 1) JP Morgan: Downgraded to Neutral (Lowers Target to $725.00) (April 30) Price Action META Stock Price Activity: Meta Platforms shares were down 0.81% at $609.24 at the time of publication on Monday, according to Benzinga Pro data. Image via Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Meta is introducing a fresh set of features for its AI powered smart glasses as the tech giant pushes deeper into wearable artificial intelligence and hands free computing. According to the latest update, the new features are specifically designed to make the AI glasses feel more intuitive and easier to use without needing constant physical interaction. The move highlights Meta's growing focus on integrating AI into everyday consumer devices. The company has been aggressively expanding its wearable technology ecosystem as competition in the AI hardware space continues heating up. The latest improvements are expected to enhance how users interact with the glasses through voice commands, contextual awareness, and AI powered assistance. Meta has been positioning its smart glasses as devices that can help users capture content, access information, communicate, and interact with AI without needing to constantly look at a phone screen. The company believes making the experience more seamless and hands free could help increase mainstream adoption of wearable AI products. AI powered glasses are becoming one of the fastest growing areas in consumer technology as companies race to create devices that combine augmented reality, voice assistance, cameras, and real time AI features. Meta has already partnered with EssilorLuxottica on smart glasses products including the popular Ray-Ban Meta Smart Glasses lineup. The new features suggest Meta is continuing to refine the user experience as it competes against rivals working on similar wearable AI ecosystems. The announcement also reflects Meta's broader strategy of becoming a leader in artificial intelligence beyond social media platforms. CEO Mark Zuckerberg has repeatedly emphasized AI and wearables as key long term growth areas for the company. Investors and industry analysts are closely watching how companies like Meta monetize AI hardware and whether smart glasses can eventually become mainstream consumer devices. The latest upgrades may help Meta strengthen its position in the rapidly evolving AI wearables market as demand for hands free and voice driven technology continues to rise.