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Posted by
Two Blokes Jul 10 -
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Stock
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Meta's aggressive AI investments, including a $14.3B Scale AI stake and top talent hires, aim to dominate the personalized AI assistant space, especially with its lead in AR/VR. Core AI efforts are driving strong growth and profitability in Meta's family of apps, justifying elevated capex and supporting future innovation. Despite losses from its Reality Labs segment, Meta's expanding free and operating cash flow amid growing capex is supporting continued investor confidence.