WSJ Tech News Briefing

Meta’s AI Spending Starts to Spook Investors

July 31, 2026·12 min
Episode Description from the Publisher

Meta’s stock dropped this week amid investor concern over the company’s ballooning spending on AI infrastructure projects. WSJ’s Asa Fitch breaks down why the tech giant’s case for this spending is weaker than some of its competitors. Plus, WSJ’s Natalie Kaufman explains how young adults are using AI to ease their social anxiety. Isabelle Bousquette, a reporter for the Wall Street Journal Leadership Institute, hosts. Were you fooled into thinking an AI-generated post was real? Are you worried AI is looking more and more real? We want to hear from you! Record a voice memo and send it to tnb@wsj.com or leave us a voicemail at (212) 416-2236. Sign up for the WSJ's free Technology newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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