Meta Platforms (Facebook) Aktie News

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.

Meta has been a clear example of our core investment principle in practice: owning a select number of exceptional businesses and allowing compounding — rather than activity — to drive long-term results. Since our initial investment, Shopify has compounded at approximately 28% annually (as of December 31, 2025) and was our best performer in 2025, with the stock rising +51%.

The tech giant just announced a big step up in its artificial intelligence (AI) spending plans. That move should have a meaningful impact on Meta Platforms' 2026 financial results.

Big Tech companies have seen over $1 trillion wiped from their stocks, according to FactSet data. Fears over AI spending sparked the sell-off.