Meta Platforms is significantly increasing its investment in artificial intelligence by raising an additional $95 billion and raising its capital expenditure guidance to $135–$145 billion. This move reflects Meta's confidence in long-term AI-driven growth, supported by its strong ad revenue, which grew 26%, and its vast user base of 3.6 billion. Despite skepticism about near-term profitability and compressed free cash flow margins, Meta's valuation at 19 times forward earnings appears attractive compared to Google's 24 times, presenting a potential opportunity for long-term investors. The company's robust revenue model and large ecosystem provide a solid foundation to scale AI ambitions and withstand capital expenditure scrutiny, unlike less profitable AI cloud competitors.
Meta Platforms holds a market cap of $1.61 trillion and an enterprise value of $1.64 trillion as of Oct 27, 2026, 22:41 WIB on Pluang. The stock trades at USD 624.43 with a modest 0.97% decline over the past day, while its dividend yield remains low at 0.33%. Pluang investors show a slight buying preference with 55% of order activity on Meta, reflecting ongoing interest despite recent price pressure.
Rohit Patel, former AI director at Meta, has left to start Ndoc, a startup creating an AI-native workspace designed to unify tools like Excel, Word, and PowerPoint into one platform. Ndoc integrates presentations, narratives, and data models in a sin...
Alphabet's stock has underperformed this year, remaining nearly flat while the S&P 500 rose 13%, due to heavy investments in AI that have yet to yield strong enterprise adoption or clear leadership success. Meta revealed it may spend up to $635 billi...
Meta Platforms completed the first phase of its equity financing by issuing $37.5 billion in common shares and mandatory convertible preferred stock with a 6.5% yield. This capital raise supports Meta's ambitious artificial intelligence initiatives, ...
AMD and Meta have expanded their strategic partnership to enhance Meta's AI superintelligence infrastructure. AMD's Helios rackscale solutions, EPYC processors, and Instinct GPUs are integral to powering Meta's AI models, including the Muse personal ...
Meta announced plans to raise $95 billion to fund its artificial intelligence infrastructure investments. The company will first raise $35 billion through public equity offerings, followed by an additional $60 billion via an at-the-market program. Nv...
