About this episode

The episode discusses Meta's AI spending issues, new stock recommendations, and a small-cap market comeback.

Meta is reportedly looking to sell its excess compute as internal AI demand fails to meet expectations. Is this the first sign of a crack in the AI infrastructure spending boom, or a Meta-specific overbuild? Motley Fool analyst Emily Flippen tackles that question with Motley Fool Chief Investment Officer Andy Cross and analyst Matt Frankel. Plus, the team breaks down two new stock recommendations, unpacks a major restructuring at Microsoft, and talks about a small-cap comeback. (00:31) Meta Questions about AI Spending (11:44) Newest Recommendations (19:31) What We Think Now (28:06) What We're Watching Analysts: Emily Flippen, Andy Cross, Matt Frankel Producers: Mac Greer, Bart Shannon

People in this episode

Guests: Emily Flippen, Andy Cross, Matt Frankel

Topics covered

• AI infrastructure
• stock recommendations
• Microsoft restructuring
• small-cap stocks
• Meta AI spending

Keywords

• AI spending
• Meta
• Microsoft
• stock recommendations
• small-cap comeback

Mentioned in this episode

Organizations: Meta, Microsoft, Motley Fool

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