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The secret AI sauce behind Meta stock's 683% rise since the dark days of 2022
Meta's path to AI dominance was not a foregone conclusion.
14 words~1 min read
Meta's path to AI dominance was not a foregone conclusion.
Get this delivered to your inbox, and more info about our products and services.

The market lately hasn't known quite how to digest Meta's ambitious plans.

There's more room to run for four Club holdings after shattering records this year.

Meta's increased capex is reviving the AI trade that had been showing signs of fatigue.

Meta is making a change to its recommendation engine.

The pressure on Meta stock was almost certainly due to management's expense guidance raise.

After stalling over the past 12 months, Rothschild & Co Redburn believes that shares of Meta could rally 37% from here.