The "Capex" War: Meta vs. Microsoft
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 5 February 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
Earnings week revealed a massive divergence: Meta stock popped while Microsoft dropped. We will explain why Wall Street loves Zuckerberg's efficiency but hates Microsoft's massive AI spending bill.
Today's Stocks & Topics: Service Titan, Inc. (TTAN), Market Wrap, Bloom Energy Corporation (BE), Delaware Statutory Trust (DST), Aflac Incorporated (AFL), The "Capex" War: Meta vs. Microsoft, UFP Industries, Inc. (UFPI), Toast, Inc. (TOST), The Sell America Trade, PayPal Holdings, Inc. (PYPL), Vizsla Silver Corp. (VZLA).
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is |
| 0:12.1 | InvestTalk, independent thinking, shared success. |
| 0:17.9 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.4 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.2 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:40.0 | This is our, it's our February 4th, 2026 edition of InvestTalk. |
| 0:45.7 | A lot happening. |
| 0:46.5 | You're seeing tech stocks roll over in a massive way in the midst of earning season, |
| 0:51.9 | some big moves, especially in software, but starting to spread across the space, something we've been talking about for a while, warning about for a while, and it's definitely coming to fruition in a big, big way. |
| 1:04.6 | So we're going to cover that and much, much more on this hour, and it's really going to be about your calls, your questions, whatever's |
| 1:12.1 | on your mind, don't hesitate to reach out with your questions. |
| 1:15.6 | 8 to 899 chart is the number. |
| 1:18.0 | Whether you're listening live in Silicon Valley area or on our website, investtalk.com or |
| 1:23.0 | you're listening after hours, it doesn't matter. |
| 1:24.8 | It's always the same 8 to 899 chart. And Our goal for this hour will help you become a better investor now. And just to be able to talk about today's market performance and run down the show topics. But as usual, we'll tackle this caller question first. Hey, guys, love the show. I had a question for you. So if you take a look at it and get your thoughts, please. |
| 1:45.3 | So the ticker is T-T-A-N. It's Service Titan. It is a subscription service for contractor-type services. |
| 1:55.3 | And investment thesis goes that as private equity buys up these local contractor services, this is a plug and play for |
| 2:03.0 | them so they don't have to deal with a bunch of different CPAs, a bunch of different inventory |
| 2:08.3 | methods, and we'll see what you think. Appreciate it. Thanks. Bye. |
| 2:13.1 | All right, looking at Titan, service Titan is the-A-N is the symbol. |
| 2:17.8 | And this is a relatively recent IPO back at the end of 2024. |
| 2:23.3 | So a little over a year. |
... |
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