Meta Platforms stock dropped 11% in June 2026 amid investor concerns over $125-145 billion AI capex guidance, while stablecoin and prediction market plans

Meta stock tries to extend its rebound amid a tech rotation. Analysts stay bullish with a $823 price target despite technical headwinds.

Meta, Nvidia, and Palantir are at the center of a market debate over AI capex fatigue after $1T in market cap evaporated from top tech stocks.