Why Meta Stock Is Getting All the Love—and Alphabet Is Tumbling - Barron's

1. Meta is increasing AI investment, soothing investor concerns over costs. 2. The company achieved a record 13-day winning streak, boosting market cap significantly. 3. Meta's profit margins are high, supporting extensive R&D and shareholder returns. 4. Comparably, Meta's AI spending is seen as disciplined versus other tech giants. 5. A long-term shift towards cheaper AI could enhance profitability for Meta.