US EditionMeta Reports Record Q4 Revenue and Raises 2026 AI Investment Outlook
Meta's Q4 revenue rose 24% to $59.9 billion as it plans $115 billion in 2026 capital expenditures focused on AI infrastructure and wearable devices, CEO Mark Zuckerberg said.
- On Wednesday, Microsoft Corp. and Meta Platforms Inc. will post earnings after the close to show whether heavy AI spending is delivering returns; they are the first of Corporate America's four biggest AI spenders to report.
- Wall Street investors are increasingly worried about AI spending as Microsoft shares have slumped 11% and Meta shares dropped around 10% since Oct. 29.
- Cloud strain and AI-related revenue gains were central to the quarter's details as Microsoft said Azure demand significantly outpaced capacity in fiscal Q1 and Microsoft Cloud revenue topped over $50 billion with a $7.6 billion net income boost from OpenAI.
- Supplier stocks and chipmakers gained on signs of rising data-center demand as Seagate Technology Holdings Plc's outlook sent its stock up 10% Wednesday, boosting Western Digital Corp. and Sandisk Corp., while AI spending supports Nvidia Corp., Broadcom Inc. and TSMC.
- The quartet: Microsoft Corp., Meta Platforms Inc., Alphabet Inc., Amazon.com Inc., are expected to spend 505 billion this year, with data‑centre costs rising nearly 50%, Cofsky said.
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Investors are giving Meta the green light to keep spending big on AI
Samuel Boivin/NurPhoto via Getty ImagesMeta stock surged 9% after a positive Q4 earnings report highlighted ad business success.The ad business was strong enough that investors didn't balk at Meta's big capex outlook.Analysts remain bullish on Meta's growth prospects into 2026.The move: Meta Platforms stock jumped 9% on Thursday after earnings, erasing losses from the previous week. The stock is up 10% year-to-date.Why: Meta reported Q4 2025 ear…
Meta boosts annual capex sharply on superintelligence push, shares surge
Instagram-owner Meta on Wednesday, January 28, boosted its capital spending plans for this year by 73% in the pursuit of “superintelligence,” an effort to offer deeply personalized artificial intelligence to its large social media user base. Shareholders backed CEO Mark Zuckerberg’s ambitious capital outlay, boosting Meta stock 10% in extended trading, as the company posted a 24% surge in advertising revenue — its mainstay — for the quarter ende…
Mark Zuckerberg Says Video Not 'End Of The Line' As Meta Eyes Future Where Users Can Jump Inside The Content: 'The Investments That We've Done...'
Meta CEO Mark Zuckerberg says the company is looking beyond video toward immersive, interactive content with Horizon Worlds and AI on mobile, as Meta beats Q4 revenue and earnings estimates and sees a strong after-hours stock surge.
Mark Zuckerberg imagines a future for the meta-group that is permeated by artificial intelligence. He is ready to spend billions of dollars on this.
Mark Zuckerberg imagines a future for the meta-group that is permeated by artificial intelligence. He is ready to spend billions of dollars on this.
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