Meta Fell 10%. Microsoft Didn't Blink.

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Meta and Microsoft reported earnings on the same night, and investors sent their stocks in opposite directions.

Chris Galipeau of the Franklin Templeton Institute walks Steven Ehrlich through why Meta got punished for raising its CapEx guidance while Microsoft's Azure growth held steady, then makes the case that the broader AI CapEx boom is still only in its second inning, not a bubble about to pop.

Host:

Steven Ehrlich - Host...