AMZN/GOOGL/META: What is their ROIC on AI?

New Street Research US Internet analyst, Dan Salmon, will host a call to review the team's new AI ROIC estimates for AMZN, GOOGL and META.

The call will be a great opportunity to address some of the top investor questions, including:

1) What is causing the wide divergence in ROIC profiles among the three?

2) How significant have recent minority investments impacted total invested capital?

3) How much are they all spending on AI research and model training?

4) What are the biggest questions facing each company's AI ROIC in the near-term?

5) What's next for our AI ROIC research?