Evercore ISI's Mark Mahaney breaks down Meta, Alphabet Q3 results

Meta and Alphabet both reporting quarterly results, but this morning the stocks are going in different directions. Joining us right now to break down the reports is Mark Mahaney. He is Evercore ISI's head of internet research.And uh as a result of what you heard last night, Mark, I I think you changed your price targets, moving it higher for Alphabet and down for for Meta. Did I get that right. >> You did right.That that's right, Becky. So um I think both of these companies are showing that they can deploy ...