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Meta needs to fire up more revenue engines given its massive AI capex: Jefferies' Brent Thill
Better use of capital and better stories in AI outside of Palantir, says Jefferies' Brent Thill
AI is overestimated near term but underestimated long term, says Jefferies' Brent Thill
A lot of AI excitement is 'fluff,' says Jefferies' Brent Thill
Meta's revenue has room to run despite all their AI spending, says Jefferies' Brent Thill
Microsoft has the best AI lineup in software and will soon monetize, says Jefferies' Thill
A.I. tech race still early and Amazon has time to catch up, says Jefferies' Brent Thill
Microsoft is making money on AI, says Jefferies' Brent Thill
AI buildout is still in the beginning phase, says Jefferies' Brent Thill
Meta will generate more ad dollars than its competition, says Jefferies Brent Thill
Snowflake is a huge winner in AI, says Jefferies' Brent Thill
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Last Updated: October 3, 2026
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Summary
Martin Yang, senior analyst at Oppenheimer, and
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