Meta is creating a new class of stock for AI, and other hyperscalers are next | Sozzi Unleashed

Brian Sozzi is back, and he likes Meta's surprise share class more than most people do. Chief Financial Officer Susan Li told investors Meta will create a publicly traded non-voting stock, handed to shareholders as a dividend, against an AI buildout guided at $130 billion to $145 billion this year. Sozzi gives three reasons it is the right call and one reason it should worry you later. He also counts how often companies said "superintelligence" instead of AI this week, walks through Bernstein cutting CoreWeave to $51, and talks to Procter & Gamble Chief Financial Officer Andre Schulten. Featuring Brian Sozzi, Executive Editor, Yahoo Finance Andre Schulten, Chief Financial Officer, Procter & Gamble Susan Li, Chief Financial Officer, Meta Platforms The full Procter & Gamble interview: https://youtu.be/PLACEHOLDER-REPLACE-BEFORE-POSTING Timestamps 0:00 Back from a trip he will not tell you about yet 1:05 The tracker: SpaceX 14, Meta 12, IBM twice, Tesla twice 2:27 Mark Zuckerberg on Muse becoming highly profitable 4:05 Susan Li on why Meta created the share class 5:15 Reason two: Cheaper than nervous debt markets 6:20 Reason three: What it signals about AI demand 7:24 Elon Musk on Robotaxi miles scaling like a rocket 8:50 Start thinking about SpaceX and Tesla as one company 9:50 "We do not believe CoreWeave is a zero" 11:01 Procter & Gamble's quarter, with its chief financial officer 14:30 "The US consumer is remarkably resilient" 17:23 Why China grew 8% this quarter 20:04 "It's still humans using our products" 21:10 "Forecasting is no longer a task that a human should do" 23:07 The Last Word: Reading the clues companies give #Meta #CoreWeave #AI #SozziUnleashed #YahooFinance == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571

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