Meta raised its 2026 capex guidance to $125B-$145B, an 87% year-over-year jump. Shares dropped 10%, erasing $150B in market cap amid investor skepticism.

Meta raised its 2026 capex guidance to $125B-$145B, an 87% year-over-year jump. Shares dropped 10%, erasing $150B in market cap amid investor skepticism.

Meta stock drops 6% after announcing a boost in AI spending for 2026. Anthropic's valuation hitting $1.25T by December at 91.5% YES.