Everyone's Watching Nvidia — But Meta's AI Payoff Is Harder To Ignore

Nvidia Corp (NASDAQ:NVDA) has become the face of the AI boom, but it may not be the clearest proof that the trade is working. According to I/O Fund's CEO and chief investment strategist Beth Kindig, the more revealing signal is coming from Meta Platforms Inc (NASDAQ:META) — a company whose AI investments are no longer just swelling capital budgets, but starting to show measurable returns in earnings.Track META stock here.In her data-driven analyses, Kindig argues the market is early — not late — to AI monet ...