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About this episode
Meta is reportedly looking to sell its excess compute as internal AI demand fails to meet expectations. Is this the first sign of a crack in the AI infrastructure spending boom, or a Meta-specific overbuild? Motley Fool analyst Emily Flippen tackles that question with Motley Fool Chief Investment Officer Andy Cross and analyst Matt Frankel. Plus, the team breaks down two new stock recommendations, unpacks a major restructuring at Microsoft, and talks about a small-cap comeback.
(00:31) Meta Questions about AI Spending
(11:44) Newest Recommendations
(19:31) What We Think Now
(28:06) What We're Watching
Analysts: Emily Flippen, Andy Cross, Matt Frankel
Producers: Mac Greer, Bart Shannon
Get every episode summarized
Each time Stock Advisor Roundtable publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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