One man's capex is another man's revenue': Aptus Capital's David Wagner on Meta's AI spending

Aptus Capital Advisors portfolio manager David Wagner says concerns about Meta's rising debt are overblown, arguing hyperscalers' debt coverage remains strong. He sees no sign of AI spending slowing, calling it revenue for other companies, and remains bullish on stocks including Amazon, Amphenol and Meta. (Source: CNBC International | Region: Global)