Facebook-Parent Meta Earnings: What to Expect and How the Stock Might React Today - Barron's

1. Meta faces scrutiny on AI spending amid competition from Chinese model DeepSeek R1. 2. Investors question if Meta’s planned $60-$65 billion capex is warranted against DeepSeek's cost efficiency. 3. Meta's Q4 earnings due; expected EPS of $6.76 and sales of $47 billion. 4. If Meta replicates DeepSeek's success, existing data centers could become more efficient. 5. Declining growth rates raise concerns for Meta's future financial performance.