Meta Platforms is significantly increasing its capital expenditures for 2026 to $125-$145 billion, up from previous estimates of $115-$135 billion. This spending is focused on AI infrastructure like servers and data centers, reflecting the company's ambitious AI vision but also posing financial risks. Despite strong operational cash flow, a large portion is being reinvested into infrastructure, limiting funds for shareholders. With uncertain revenue models for AI products, investors face a gamble on Meta's costly AI ambitions and should closely watch future capital expenditure forecasts.
Stocks hit record highs led by Nvidia, Microsoft, and Meta, even as Treasury yields surged to multiyear highs. CNBC's Jim Cramer highlights that these AI leaders are masking broader market weakness caused by rising rates, which typically pressure sto...
Meta's new Muse AI app, launched on Sept. 8 under the leadership of 29-year-old AI chief Alexandr Wang, has driven a 20% surge in Meta's stock, adding over $400 billion to its market value. Wang, known for his unconventional style and edgy social med...
Meta Platforms is quietly transforming its Reality Labs division, which lost $19.2 billion in 2025, by focusing on AI glasses that are driving revenue growth and reducing losses. Despite a recent earnings miss and increased expenses, Meta's core ad b...
Meta Platforms experienced its best monthly stock performance since 2022 with a 26.79% rise in September, driven by a 27% increase in second-quarter ad revenue. Analysts project a 2027 price target averaging $794, but a $1,000 share price is possible...
Meta Platforms is leveraging its large user base and strong advertising business to fuel ambitious AI investments. AI enhancements in ads have driven a 28% year-over-year revenue growth, surpassing the 3% user growth, and supporting higher ad prices ...
