Why Meta Is Getting All the AI Love—and Alphabet Isn’t - Barron's

1. META's commitment to AI spending boosts investor confidence and stock price. 2. DeepSeek's low-cost AI sparked debates about Big Tech valuations and spending. 3. META's net margins exceed 38%, supporting its substantial R&D investment. 4. The company returned nearly equal cash to shareholders as it invested. 5. Analysts suggest META's spending may yield more tangible benefits than rivals.