Meta Has Been Busy

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 9 July 2026

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Meta’s new AI models and pricing stragegy - Is Meta have a strategy or just “trying things”? - Mailbag: Is GE Vernova overvalued? - Mailbag: Can American Tower overcome these challenges Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Meta is making even bigger AI bets. Today, on Motley Fool Hidden Gems Investing.
0:07.0	Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe, and today I'm joined by longtime contributors, Matt Frankl, and John Quest.
0:16.0	Today, we're going to dive into a couple mailbag questions. We got questions about GE- Vernova. We got questions about REITs, which I think definitely had Matt excited to talk about
0:25.4	today. But we want to start today with two relatively large announcements from meta platforms
0:31.0	today, all of which related to AI. One of them was the launch of its Mews Spark 1.1 artificial intelligence model,
0:39.6	kind of the next iteration of what they've been doing with AI models. And the second was it
0:44.1	announced that its plans to put its own AI chip into production is going to start in September
0:49.0	with both Broadcom and Taiwan Semi as kind of the designers, manufacturers, helping them build out their own chip production capacities.
0:57.5	Now, guys, these sound like really big moves.
1:00.5	So help me wrap some context about what we're seeing here with these.
1:05.5	Yeah, as far as the model goes from meta platforms,
1:08.6	this is actually a pretty big upgrade in a couple of areas.
1:12.9	You wouldn't normally be inclined to think so. I was tempted to overlook this, just going from
1:17.4	1.0 to 1.1 here with Mew Spark. But in here that I think is significant, one is the context window.
1:27.3	So they're going to provide a one million token
1:30.8	context window. What this does is it allows an AI agent to essentially work longer on a task
1:38.4	without forgetting what it's doing. That's actually a problem with some models out there.
1:42.6	You'll send an AI agent to work.
1:44.3	It loses context.
1:45.5	It forgets what it's doing.
1:46.5	It keeps working and keeps spending your money.
1:48.7	That's a problem.
	...

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