WS #12259
Meta plans $145B AI capex by 2026, with ads funding the build but profitability hinging on new cloud venture. Coronation Fund trims TSMC and SK Hynix on AI hype, rotates into India stocks; Michael Burry says 'good time' to chase Hong Kong stock bargains.
Meta Massive AI Capex Plan
Meta plans $145B AI capex by 2026, with ads funding the build but profitability hinging on new cloud venture.
Coronation Fund trims TSMC and SK Hynix on AI hype, rotates into India stocks; Michael Burry says 'good time' to chase Hong Kong stock bargains.