Analysts see Meta's AI investments as 'playing offense', potentially expanding the stock's multiple. The stock-buyback authorization increase and first dividend plans are viewed as the right steps. Meta's long-term vision and app expansion, coupled with new AI initiatives, promise a durable future.

Narrative vs. Sentiment
The narrative in world markets changes regularly. These narratives control market sentiment and essentially direction of price action within the markets.
Market narratives range from a global pandemic, war, skyrocketing inflation or interest rates, slowing economic data, recession fears, or even improving economic data. Instances like these occur on a regular basis, and they can change the direction in markets. Ge...