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Meta's AI Bet Faces Questions

Meta's core ad business remains strong, growing 26%, but investors are weighing lower margins, unclear 2027 spending guidance and potential share dilution. Analyst Michael Nathanson explains why he values Meta's core business at about $900 per share and why it's too early to count on Muse for addit…

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  1. 2026-10-22 14:36 · Bloomberg AI
    Meta's AI Bet Faces Questions

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