Alphabet Soars While Meta Sinks

In this episode of Motley Fool Money, Tyler Crowe, along with Matt Frankel and Jon Quast, analyze recent earnings reports, focusing on Meta, Microsoft, and Alphabet from the Magnificent Seven, and restaurant earnings from Chipotle and Starbucks. The discussion covers market reactions to each company's earnings, particularly focusing on spending plans for AI and capital expenditures. The panel discusses the factors driving stock movements, including investor expectations, spending habits, and the impact of leadership changes, as well as the importance of optionality and managing expectations in the context of AI investments. They also discuss Chipotle's challenges with profit margins and consumer value perception, and Starbucks' efforts to revitalize its brand and product offerings under new leadership.