Meta’s Capex Impact on Nvidia Stock: What Investors Need to Know

Meta’s increased capex could boost Nvidia’s revenue, but sustained growth requires monitoring investment cycles closely. Meta’s Q1 earnings, though exceeding expectations, disappointed the market due to guidance and increased capex, impacting Meta stock negatively. Nvidia stands to benefit from Meta’s augmented capex, particularly in AI infrastructure, potentially bolstering Nvidia’s revenue. Despite short-term gains, sustained growth…