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Yellen's Backstop Message, First Republic Shares Jump, Nvidia and the AI Arms Race 03/21/23

Squawk on the Street

00:00

Meta's AI Investors Are Making Real Estate, Real Engagement, Revenue Drivers

Morgan Stanley upgraded its valuation of Facebook, but did not say that revenues are getting better. Mark Zugler told me that Reels is going to really come around. He has to talk about that people are just using plain old Instagram more. So I think that David, as they say, it's under appreciated call option, even faster revenue.

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