Big tech companies' growing need to invest in technology infrastructure to support generative AI is continuing to raise expectations for capital expenditures in 2026. According to Visible Alpha consensus estimates, expectations for Microsoft's fiscal second-quarter 2026 total revenue have remained stable since late July 2025, driven by a resilient view of the company's core business segments. A...
Meta continues to outperform, leveraging AI to optimize ad revenue rather than launching front-end AI products. META's capital intensity is rising, compressing free cash flow despite substantial operating cash flow and a strong balance sheet. Q4 2025 revenue is expected at $58.5B, with consensus EPS of $8.20, reflecting ongoing confidence in ad optimization.
According to a report from TechCrunch that was independently verified by CNBC, subscriptions for premium features on Meta apps are expected to roll out in the coming months. The subscriptions will give paid users access to more features and expanded AI capabilities.
Meta plans to test new subscriptions that give people access to exclusive features on it apps, the company told TechCrunch on Monday. The tech giant said the new subscriptions will unlock more productivity and creativity, along with expanded AI capabilities.
Meta Platforms, Inc. is attractive pre-earnings after the pullback, as skepticism is now on AI infrastructure and Reality Labs spending. META's valuation is compelling, trading at a discount to peers despite 20%+ revenue and 25.9% forward EPS growth, mainly due to the penalty for capex concerns. Management's 10% Reality Labs workforce cut and focus on AI infrastructure signal a shift toward spe...
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WhatsApp is set to face greater EU scrutiny after the European Commission on Monday added the platform to its list of digital firms big enough to face stricter content rules.
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