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How Meta Stock Won the Week After Earnings

Meta shares surged 11.5% in the week ending July 12, 2026, hitting $669 — a standout gain in a mixed market. Lucas and Luna unpack what drove the move: a clean beat on quarterly revenue, accelerating user growth in Asia-Pacific, and the market's relief that capital expenditure for AI infrastructure is starting to show returns. They compare Meta's trajectory to Apple's steady climb and Nvidia's volatile rally, then drill into the key metric that matters most for the stock going forward: return on invested capital for the AI projects. The hosts also discuss whether the…

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