Firm’s fourth-quarter 2025 beat expectations as it lavishes investment on AI infrastructure and CEO faces questioning

The fourth-quarter earnings season will give the megacaps an opportunity to lay out their 2026 spending visions and, in some cases, defend those plans.

Meta will report fourth-quarter earnings, and investors will be looking for any signs that its new AI strategy will benefit the company in the new year.

The company previously said it would rapidly increase spending to meet AI goals.

Firm’s fourth-quarter 2025 beat expectations as it lavishes investment on AI infrastructure and CEO faces questioning

Meta's stock pop following the company's latest earnings beat is a sign that investors are OK with hefty AI spending as long as the core business stays strong.

Il colosso di Zuckerberg quasi raddoppia le spese di capitale (ANSA)

Wall Street analysts remained bullish on Meta, raising their price targets following the tech giant's strong results and current-quarter guidance.

Meta wowed Wall Street with improvements in ad targeting fueled by AI alongside huge investment. Microsoft had less to show for its billions spent

Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta gained 10%.