The EU move aligns with a broader pattern of actions by Italy, Brazil, and other authorities in related issues.

No firm resolution date is given; the piece discusses the regulatory threat within the context of ongoing investigations.

Investors will watch Meta’s April 29 quarterly report for signs that AI investments pay off or continue to weigh on profitability.

Meta denies the allegations, saying users have ample access to AI assistants through app stores, OS, and websites, and that WhatsApp Business API is not a primary chatbot distribution channel.

Meta’s latest financials show trailing twelve months revenue near $201 billion with a 3‑year growth of about 21.8%, an 82% gross margin, 41.44% operating margin, and 30.08% net margin.

Reports note Coinvo and hokanews as sources and include a crypto-focused disclaimer.

This represents a significant escalation in Europe’s regulation of big tech and its digital markets.

The European Commission is pursuing interim measures against Meta over WhatsApp excluding third‑party AI assistants, arguing the policy may breach EU antitrust rules and harm competition in the AI market.

Meta has the opportunity to respond and present its defense during the investigation.

Regulatory scrutiny and competitive pressures are key risk factors, with a beta around 1.49 signaling higher market volatility; investors should monitor regulatory developments and insider activity.

Big Tech capex surged in 2025 and is projected to rise about 50% in 2026, with Meta among the major players investing heavily in AI infrastructure.

The Commission opened a formal investigation on December 4, signaling ongoing scrutiny and a later year-end ruling.