AI Spending Worry: Meta, Microsoft Shares Fall on Data Center Investment Plans

Meta and Microsoft shares have fallen in after hours trading after the tech giant's disclosed huge spending plans in their latest earnings reports. Joining me now is Matt Bloxham, senior tech analyst for Bloomberg Intelligence. So, Matt, and Microsoft, you can see the moves there then I'm under pressure and this is about the CapEx spend, even as Microsoft talks about the strong demand.Talk to us about what came out, what is causing concern primarily for investors at this point. Because actually, if you look ...