Wall Street responded positively to Google's earnings while negatively to Meta's, despite Meta's core business showing stronger performance; the difference attributed to Google's monetization of its investments.

Google's earnings were received favorably by Wall Street, while Meta's earnings were received unfavorably, even though Meta's core business was more impressive.

Google is monetizing its investments now, which accounts for the market's differing reaction between the two companies.

The article suggests Google's investment monetization may be connected to Anthropic.