Meta and Amazon are heavily investing in AI infrastructure, using nearly all cash from their core businesses for capital expenditures. Meta funds its AI buildout through advertising revenue, while Amazon relies on AWS, which has a clearer payback timeline due to signed multi-year contracts. Meta's free cash flow dropped significantly, and it has yet to provide a clear 2027 spending plan, unlike Amazon, which already has most 2027 capacity reserved. Investors are watching to see which company's spending will turn into returns first, with Amazon's model currently appearing more predictable.
Meta trades at USD 721.38 on Pluang as of Oct 08, 2026 20:02 WIB, with a slight 0.01% gain and a market cap of $1.84T. Amazon is priced at USD 258.75, down 0.45%, holding a $2.80T market cap. Both show more sell orders than buys, reflecting cautious investor sentiment amid their heavy AI spending.
Alphabet shares trade 15% below their 52-week high despite faster growth and lower earnings multiples than Microsoft and Meta. The company posted strong Q2 results with 24% revenue growth and 82% growth in Google Cloud, which has a $514 billion backl...
Alphabet and Meta both doubled their AI capital expenditures last quarter, with Alphabet spending $44.92 billion and Meta $30.12 billion. Alphabet is monetizing its AI data centers through cloud services, driving an 82% increase in cloud revenue to $...
Nebius has rapidly converted a $37.49 billion AI compute contract backlog into revenue, driving a 183% gain this year. Key deals with Meta and Microsoft fuel growth, with Q2 revenue up 454% to $582.3 million and strong EBITDA margins. However, the co...
Chinese AI company Manus, owned by Butterfly Effect, raised over $500 million in its first funding round since Meta canceled a $2 billion acquisition deal. Led by Boyu Capital and IDG Capital, with participation from Tencent and others, the funding s...
In August, President Trump disclosed over 500 securities transactions, including a purchase of up to $25 million in Meta stock and $5 million in SpaceX debt. Notably, the SpaceX debt purchase occurred two days before he signed a policy to expand U.S....
