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$Meta Platforms, Inc.(META)$ For those watching $Alphabet(GOOGL)$ closely, the key thing is what the company says about its ad business. If Google reports strong Search ad numbers, accelerating YouTube growth, and continued healthy spending from retail and SMBs, that would be a positive read-through for META.

The crucial factor, though, will be margins. Strong ad demand combined with AI improving performance, without a significant margin blowout, could set up a bullish scenario for META.

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Brando741319
·07-23
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