Shay Boloor(@StockSavvyShay):Evercore says $META youth-safety risk now appears “largely resolved” after today’s settlement removing one of the two major overhangs that pushed shares down to 17x earnings. That leaves AI capex as the central debate which means the stock comes down to whether Meta’s aggressive AI capex can generate enough return to justify the spend.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.08.26 15:36

Evercore says $META youth-safety risk now appears “largely resolved” after today’s settlement removing one of the two major overhangs that pushed shares down to 17x earnings. That leaves AI capex as the central debate which means the stock comes down to whether Meta’s aggressive AI capex can generate enough return to justify the spend.