Meta’s earnings look strong. The real question is where the cash is going.
Meta generates massive cash flows, but its latest 10-Q shows that capital allocation and long-term AI investments are where the real risks now sit.
Meta
Meta’s 10-Q shows the real risk behind the AI and advertising rebound
Meta’s 10-Q reveals a company growing fast, but carrying heavier structural risks. Advertising fragility, AI capex, and regulatory exposure are reshaping Meta’s financial profile.