Published Aug 28, 2026, 2:19 PM ET · Updated 3 months ago · 1 source
Meta, Microsoft, and Google are good long-term buys despite CapEx worries
Youtube
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Original Report
Meta, Microsoft, and Google are good long-term buys because current investor worries about capital expenditure spending are comparable to past concerns about Meta's Reality Labs and TikTok, and these companies can easily adjust spending, making their current 'pain' a choice and their stocks nicely valued.