Meta Vs. Google: In The Age Of AI, The Ad Crown Is Up For Grabs

Meta is overtaking Alphabet in digital advertising revenue, driven by superior AI-powered "push" advertising effectiveness, eroding Google's original "pull" ecosystem moat. META's relentless AI-driven ad focus yields higher ROAS and faster ad growth, while GOOGL's historical "pull" moat is narrowing in the age of AI, with advertising being ever more targeted. I think META trades at a cheaper valuation and offers a better risk/reward profile, with a long-term price target between $1,000–$3,500 per share (BUY).