Editorial companion

What stands out

George Tsilis walked viewers through Meta Platforms' latest quarter, pointing out a simple but important tension: the company is launching Muse, Meta One and a line of smart glasses even as capital expenditures (capex) tied to artificial intelligence (AI) buildout are rising. The clip pairs product-level detail with a technical read of the stock, showing why investors are split between excitement about an AI interface moat and worry about near-term spending. Watch it if you want to see how headline product demos map to balance-sheet realities.