Meta (NASDAQ:META) is spending aggressively on AI, and the market is questioning whether the bill is getting too large. But the company’s MTIA chip program could turn part of that spending into a long-term efficiency advantage if it helps lower compute costs across ads, ranking, recommendations, and generative AI.
Stock prices used were the market prices of June 8, 2026. The video was published on June 12, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
