Meta raised its 2026 capex guidance to $125 billion-$145 billion after Q1 revenue grew 33% year over year. The update reinforces the company’s aggressive AI spending plans, but the article mainly highlights Wall Street’s ongoing skepticism rather than a new operational surprise. The news is relevant to Meta’s fundamentals and AI investment trajectory, with limited immediate market-wide impact.
Meta raised its 2026 capex guidance to $125 billion-$145 billion after Q1 revenue grew 33% year over year. The update reinforces the company’s aggressive AI spending plans, but the article mainly highlights Wall Street’s ongoing skepticism rather than a new operational surprise. The news is relevant to Meta’s fundamentals and AI investment trajectory, with limited immediate market-wide impact.
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