Meta posted strong Q1 results, with revenue up 33% to $56.3 billion and operating margin held at 41%. However, shares fell about 7% in extended trading after the company lifted its 2026 capex plan to $125 billion-$145 billion, signaling heavier spending ahead, likely tied in part to AI investment. The reaction suggests investors are focusing more on rising capital intensity than the earnings strength.
Meta posted strong Q1 results, with revenue up 33% to $56.3 billion and operating margin held at 41%. However, shares fell about 7% in extended trading after the company lifted its 2026 capex plan to $125 billion-$145 billion, signaling heavier spending ahead, likely tied in part to AI investment. The reaction suggests investors are focusing more on rising capital intensity than the earnings strength.
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