Meta is the bellwether for AI health and one of the biggest spenders, with capital spending expected to rise further; monetizing those AI investments is the crucial test, and Meta has already begun monetizing its AI platform.
Bullish
“Jeffrey Small on META Bellwether for AI Health; NVDA, MSFT, ETN Bull Cases”
Schwab NetworkPublished Oct 21 · 2 passages
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So, how important is "meta" today? Because "Meta" is one of the biggest spenders. They have also faced several quarters in which they have come under attack for their huge capital spending figures, which are expected to be even higher this evening.
It is crucial to see what Meta will achieve in terms of monetizing its AI investments, and I believe Meta has already begun monetizing its AI platform.
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