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ft.com

Meta’s record sales boost shares 10% despite massive spending plans

Strong earnings appear to quiet demands from Wall Street to justify up to $135bn in capital expenditures

giovedì 29 gennaio 2026 New tab

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The great software stock meltdown

Sell-off may be overdone, but companies need to move faster to respond to AI

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Big Tech groups race to fund unprecedented $660bn AI spending spree

Executives face choice between cutting returns to shareholders, raiding reserves or tapping the markets

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OpenAI makes five-year business plan to meet $1tn spending pledges

New revenue lines, debt partnerships and further fundraising targeted to cover enormous costs

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Google outpaces rivals as Big Tech’s AI spending plans rise to $725bn

Meta stock drops on capex increase while Alphabet’s cloud business grows faster than rivals Amazon and Microsoft

ft.com·2 mesi fa