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Meta's (META) stock has surged in 2025, up more than 20% so far this year. Morgan Stanley managing director Brian Nowak attributes the company’s success to a strategy rooted in technological innovation.
"Meta made the decision to press harder on GPU investments and start to move their data centers and their algorithms over to GPUs," Nowak explained during a recent episode of Opening Bid with Yahoo Finance Executive Editor Brian Sozzi. Furthermore, he explained that Meta is now able to enhance user engagement and tailor ads with precision, using data to target users based on their behavior.
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This post was written by Rachael Lewis-Krisky, producer for Opening Bid.