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Bloomberg Television’s discussion presents capital expenditure as a central concern in investor reactions to Big Tech. Unnamed speakers characterize Meta’s spending as excessive in investors’ eyes, while describing Tesla’s as insufficient to deliver its ambitions. One speaker says Tesla’s sales are “kind of flatlining” this quarter. The discussion argues that reactions to spending above expectations depend on investor sentiment, rather than a consistent threshold. It provides no spending figures, quantified stock moves, specific forecasts or trade proposals.