$Meta Platforms, Inc.(META)$ c

$Meta Platforms, Inc.(META)$ continue to stack up!!!!

Meta Slips on $14B Nuclear Bet: Value Trap or Overreaction?

Meta Platforms fell 2.2% late Tuesday after estimates suggested its newly signed nuclear-powered data center agreement could require over $14B in investment. The move underscores how far Big Tech is going to secure reliable, carbon-free power for AI workloads—but it also raises near-term concerns around capex intensity and free cash flow. Does Meta’s nuclear data center deal strengthen its long-term AI advantage or pressure margins? As AI capex rises sharply, how much spending is “too much” for Big Tech valuations?

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