00:00Shares of Alphabet surged more than 5 percent, while Meta plunged 10 percent following their
00:05latest earnings reports. The sharp divergence highlights growing investor uncertainty around
00:10massive artificial intelligence spending. Alphabet impressed Wall Street with strong
00:15revenue growth, particularly from its cloud division, while Meta's outlook raised concerns
00:21despite beating earnings expectations. Analysts say the market is no longer uniformly rewarding
00:27AI investment without clear paths to returns. The contrasting reactions underscore a new phase
00:33in the AI boom, where execution matters more than ambition.
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