Schwab Network

META Falls Down as CapEx Spend Goes Up


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Marley Kayden brings in Trading 360's panel of Keith Gangl and Ken Mahoney to discuss Meta Platforms (META) after earnings. Keith describes the current landscape as an "AI arms race," driving heavy spending from Mag 7 companies. Ken adds Facebook's parent company could feel like "quicksand" for a while and that his firm is avoiding META altogether.


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