07/17/2026
A few weeks ago, Meta announced Meta Compute, a new cloud business that will sell excess AI infrastructure and model access to outside customers. The stock rallied on the news, as this will be a cash inflow to the company, but I think the announcement is more important than the market’s initial reaction. Read more in our market commentary: https://www.hfs.nm.com/when-the-price-of-intelligence-falls?utm_source=facebook&utm_content=_&agentid=066022