Meta and Alphabet both increased capital expenditures significantly in 2026, leading to negative free cash flow despite strong growth in their core businesses. Meta's ad revenue rose 26.1%, driven by a 14% increase in ad pricing and widespread use of its AI creative tools, while Alphabet's Google Cloud revenue doubled, supporting its overall growth. Meta is investing heavily in its AI personal assistant Muse, which has strong early adoption but is costly to operate, prompting plans for efficiency gains and a new share class to fund expansion. Alphabet benefits from paying cloud customers and expects higher spending in 2027, with its AI research losses growing. Investors are watching whether Meta can monetize Muse effectively and how Alphabet manages its rising costs.
Meta Platforms trades at USD 633.60 with a 3.45% gain on Pluang as of Oct 30, 2026. Alphabet's Class A shares are down 12.52% at USD 284.23, reflecting market caution. Meta's market cap is $1.57T, while Alphabet's is much larger at $3.96T, showing differing investor confidence levels amid their AI spending strategies.
Amazon's stock dropped 3% ahead of its Q3 report, pressured by Alphabet's 12% plunge after disappointing results. Investors are closely watching Amazon Web Services (AWS) growth and margins, with analysts expecting strong revenue growth of 38% for AW...
Meta Platforms announced a 2-for-1 stock split through nonvoting Class C shares, linked to a $60 billion at-the-market stock-sale program as part of a $95 billion financing plan. This move aims to raise capital to support heavy AI investments and inf...
Meta Platforms (META) has dropped 20%, creating an attractive entry point for long-term investors despite risks like negative free cash flow and equity dilution. The company's growth is driven by its AI-powered advertising business and adoption of it...
Bank of America clients have sold communication services stocks, led by Meta Platforms, at the fastest rate since the sector's creation in 2018. Meta's stock dropped over 15% since late September due to heavy spending and legal charges, while Alphabe...
Meta Platforms reported better-than-expected Q3 results with EPS of $7.40 and revenue of $64.6 billion, driven by record user engagement. However, the company raised its 2026 capital expenditure guidance to $135–$145 billion, more than double last ye...
