CNBC's "Fast Money" Meta’s Record Run… And Treading Lightly in Europe 20/14/25
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Feb 14, 2025 Meta is on a remarkable 20-day winning streak, significantly boosting its market cap, but the broader tech landscape shows mixed results. The discussion dives into Meta's heavy reliance on advertising as it invests in AI and robotics. Casino stocks are gaining traction, spurred by impressive performance in sports betting. Meanwhile, Roku sees major growth with new streaming households. Caution is advised for those eyeing European investments due to tariffs and geopolitical uncertainties.
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Meta's Meteoric Rise
- Meta's stock has been on a remarkable 20-day winning streak, adding almost $320 billion to its market cap.
- This outperformance significantly surpasses other tech giants like Apple, raising questions about market dynamics.
Meta's Ad Dependence
- Meta's revenue heavily relies on ad sales, making it vulnerable to economic downturns.
- Despite exploring diverse ventures like humanoid robots, its core business remains advertising.
Meta's AI Advantage
- Meta's significant investments in AI are already paying off by improving ad targeting.
- This allows them to overcome challenges like Apple's security changes and remain a primary choice for advertisers.