InvestTalkpodcast
The "Capex" War: Meta vs. Microsoft
Thursday, February 5, 2026View original
Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency but hates Microsoft's massive AI spending bill.
Today's Stocks & Topics: Service Titan, Inc. (TTAN), Market Wrap, Bloom Energy Corporation (BE), Delaware Statutory Trust (DST), Aflac Incorporated (AFL), The "Capex" War: Meta vs. Microsoft, UFP Industries, Inc. (UFPI), Toast, Inc. (TOST), The Sell America Trade, PayPal Holdings, Inc. (PYPL), Vizsla Silver Corp. (VZLA).
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