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From "Cash-Burning Black Hole" to "Monetization Engine": Meta (META.US) Unlocks Valuation Potential Through Computing Power Monetization, as Deutsche Bank and Morgan Stanley Are Both Bullish

From "Cash-Burning Black Hole" to "Monetization Engine": Meta (META.US) Unlocks Valuation Potential Through Computing Power Monetization, as Deutsche Bank and Morgan Stanley Are Both Bullish

老虎证券老虎证券2026/07/03 09:35
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After the news broke, Deutsche Bank and Morgan Stanley both raised their evaluations of Meta’s cloud business prospects. They believe monetizing excess computing power is a highly attractive short-term EPS goldmine, which not only effectively reduces the risk exposure of high capital expenditures, but also opens up a whole new realm of possibilities for the market.
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