Meta Earnings Are On Tap. DeepSeek Is the Focus. - Barron's

1. Meta faces tough investor questions on AI spending and DeepSeek's performance. 2. DeepSeek's model claims lower costs; could disrupt AI development strategies. 3. Expectations for Meta's Q4 earnings: $6.76 EPS, $47B in sales. 4. Strong defense of 2025 capex is critical for investor confidence. 5. Meta aims for more AI efficiency amid rising expenses and projected growth declines.