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Meta Beats Wall Street’s Q4 Revenue Estimates—As AI Spending Rises
The company previously said it would rapidly increase spending to meet AI goals.
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cnbc.com
Tech's massive AI spend is under scrutiny ahead of earnings. Here's what to watch
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.
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Meta set to report earnings: Update on revamped AI strategy is key to fourth quarter
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.
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forbes.com
Meta Beats Wall Street’s Q4 Revenue Estimates—As AI Spending Rises
The company previously said it would rapidly increase spending to meet AI goals.
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huffpost.com
Meta Boosting Capital Spending To $115 Billion In Pursuit Of 'Superintelligence'
Instagram-owner Meta boosted its capital spending plans for the new year by 73% in the pursuit of "superintelligence."
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theguardian.com
Meta wows Wall Street despite spending billions on AI and facing social media addiction trial
Firm’s fourth-quarter 2025 beat expectations as it lavishes investment on AI infrastructure and CEO faces questioning
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Meta's Mark Zuckerberg gets green light from Wall Street to keep pouring money into AI
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.
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Meta is soaring after a big earnings beat. Here are the bright spots analysts highlighted, including AI ad gains
Wall Street analysts remained bullish on Meta, raising their price targets following the tech giant's strong results and current-quarter guidance.
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Meta rises 8%, Microsoft sinks 11% as megacap tech stocks diverge after earnings
Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.
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Big tech results show investor demand for payoffs from heavy AI spending
Meta wowed Wall Street with improvements in ad targeting fueled by AI alongside huge investment. Microsoft had less to show for its billions spent
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Microsoft Plunges, Meta Rallies As Investors Demand AI Payoffs
Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta gained 10%.