Brew Markets Inside Meta’s Mega Stock Drop & Is Chipotle Losing Its Spice?
Oct 30, 2025
Meta's mega spending on AI is raising eyebrows as investors want clearer returns by 2026. Meanwhile, Chipotle struggles with flat sales and lowered forecasts, causing a notable stock drop. Microsoft shines with cloud growth and a hefty investment in OpenAI, while Alphabet reports record revenue amid an AI spending surge. Also, YouTube TV's showdown with Disney heats up as negotiations with China hint at significant trade implications. A dive into the market's performance rounds out the discussion.
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Meta's Big Bet On AI Infrastructure
- Meta is increasing CapEx dramatically to build AI infrastructure, with $70–72B guide for 2025 and larger spend expected in 2026.
- Markets punished the stock because executives gave few concrete details on when those investments will deliver returns.
Chipotle's Growth Masked By Weak Same-Store Sales
- Chipotle's revenue grew via new restaurants but comparable-store sales were essentially flat, revealing demand weakness.
- Management lowered guidance, forecasting low-to-single-digit comparable-restaurant sales declines for the year.
Urban Traffic Drops Hit Fast Casual
- Fast-casual brands lost traffic in urban centers as younger consumers face pressure and shift behaviors.
- Drive-thru locations performed better, offering convenience and margin benefits for Chipotle.