2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Meta’s ambitious spending plan sending the stock down
-Microsoft’s and Alphabet’s earnings and outlook getting mixed reviews
-One year without Brian Niccol at Chipotle
-One year with Brian Niccol at Starbucks
Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd
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