#ai #usa #investment - AI Spending Worry: Meta, Microsoft Shares Fall on Data Center Investment Plans: Bloomberg Television

30 October 2025

Meta Platforms and Microsoft Corporation shares fell in after-hours trading on Wednesday after the tech giants disclosed spending on AI data centers filled with humming servers.

Meta warned that 2026 outlays would be “notably larger” than in 2025, but CEO Mark Zuckerberg, said he wasn’t worried about overspending on AI infrastructure.

Matt Bloxham of Bloomberg Intelligence explains.

#usa #investment - Lance Roberts Expects the Year to End Higher; Picks META, APLD, VRT: Schwab Network

16 October 2025

“Everything’s doing great” as we head into a traditionally strong part of the year, Lance Roberts argues. “The outlook’s good for stocks right now,” he adds, but cautions investors not to let go of risk management strategies. 

He thinks we will see a sharp correction before the end of the year but encourages investors to buy the dip and thinks we’ll end the year higher. 

He likes Meta Platforms (META), Applied Digital (APLD), and Vertiv (VRT). 

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