Both Alphabet and Meta said they expect their capex to continue growing this year, but investors sent Alphabet's shares up, while Meta's stock slid.
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Alphabet
’s stock surged more than 5% on Thursday, while Meta
shares plunged 10%, as investors digested first-quarter earnings results, which included plans to up the ante on artificial intelligence spending.
It is pacing to be Meta’s worst day since October 2025 and Alphabet’s best day since November 2025.
Alphabet and Meta both boosted their capex guidance in their first-quarter earnings reports, but Wall Street viewed one much more…
Meta's results raised skepticism over the payoff from its aggressive artificial intelligence spending plans and overshadowed…
Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.
Microsoft, Meta, Amazon and Alphabet have posted positive report cards for the quarter past with AI infrastruture needs driving…
Meta and Microsoft have been investing heavily in AI infrastructure in recent years, and are set to still shell out billions in…
The strong quarter and a boost in capital spending impressed analysts and solidified Alphabet's position as an AI leader.
