Meta Platforms (Facebook) Aktie News

Microsoft is seeing strong cloud computing and Copilot growth. Meta Platforms has been using artificial intelligence (AI) to drive ad growth.

Sandisk and Micron could see industry-leading revenue growth in the coming years.

When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.

Tech's megacaps announced major increases in capex for 2026, with the four hyperscalers now expecting combined spending of close to $700 billion. Reaching those numbers is going to mean a big drop in free cash flow, with Amazon projected to turn negative this year.

Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.

U.S. tech giants have predicted their spending would surge this year as they double down on artificial intelligence, sharpening investor scrutiny over whether these costly bets would generate enough returns to justify the sector's high valuations.

Meta Platforms (META 1.86%) is rebuilding its growth story through AI-driven advertising and disciplined cost cuts. With analysts forecasting significant upside, this stock could be entering a powerful new phase that investors cannot ignore.

Meta Platforms' latest quarterly update was strong. The company has several opportunities that could help catapult it to a $4 trillion valuation by 2032.