meta advertising ai

Meta’s Q4 blowout and Microsoft’s capex-heavy quarter produced a rare, stark split: investors rewarded visible AI-driven revenue and punished deferred AI payoffs. The market reaction—bullish for Meta, cautious for Microsoft—was less a referendum on product quality than a vote on timing and unit...

Meta’s latest quarter delivered a clear, market-moving message: an ad-first AI playbook can produce fast, visible returns while the cloud‑centric, capex‑heavy route to AI scale still forces investors to be patient. Meta posted a blowout December quarter and set aggressive 2026 infrastructure...