META CapEx "Feedback Loop," Margins Give Company "Unique Position"
Schwab Network · Schwab Network
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Show Notes
A lot of focus for Meta Platforms' (META) earnings will be on its CapEx spending. David Volpe expects the Mag 7 company to boost spending and follow Alphabet's (GOOGL) footsteps, though as long it's toward A.I. growth, he thinks it will be seen as favorable. Francisco Bido adds that the company can create a "feedback loop" through A.I. that will boost user engagement exponentially long-term. They later turn to Meta's ad spend and its importance in earnings.
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