TSLA - D, MSFT - C, META - C & AAPL - B
Meta's $27B Data Center Push: Will Earnings Provide Answers?
Next week's earnings are the critical inflection point: whether AI-driven ad monetization can accelerate fast enough to absorb relentlessly rising capital expenditure is the central valuation tension. Technically, $660 is near-term support, with $630 the next downside target. As institutional debate over Meta vs. Microsoft heats up ahead of earnings, which side has the stronger hand right now?
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