Meta Platforms Inc (NASDAQ:META) is trending with a deal with CoreWeave for computing power capacity, valued at $14 billion. Analysts suggest that shifting CapEx away from Meta could reduce risk, as seen with the recent debt financing in place. With 3.48 billion daily active users, Meta’s AI advantage in advertising is clear, with digital advertising contributing to 98% of revenue in 2024. However, the company’s $60-$65 billion spending on AI in 2025 could limit stock growth, as the digital advertising growth rate is expected to slow down. Alger Spectra Fund highlights Meta’s strong performance and potential for revenue growth in its second quarter 2025 investor letter.

Read more at Yahoo Finance: Analyst Explains Why Meta Platforms (META) Signed Data Center Deal With Coreweave