Technology + AINews1d ago

NVDA & META Lead as GOOGL Cracks on $185B AI Spend

Before the Bell · via YouTube

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Covers META from Before the Bell. Surfaced because it matches a company page on What’s Your Call?.

Context generated by What’s Your Call? from public video metadata — not a transcript summary.

About this video

Big Tech is committing $947.7B in total CapEx ($319.5B AI-attributed), but Wall Street is no longer treating the Magnificent Seven as a single rising tide. Nvidia ($230.36) leads the tape backed by TSMC's +44.7% YoY July revenue growth, while Meta ($616.77) outperforms digital ad peers by 5.6 percentage points. Meanwhile, Alphabet ($338.46) slides below its 20-day EMA as markets penalize its $185.0B CapEx budget, and…

Companies mentioned

METAGOOGLNVDASPYPLTR
METAMeta Platforms Inc.

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Bull Bear
100% of Bull & Bear calls on META are currently Bull.Make my call

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