Meta stock slide erases $237 billion in market value. Wall Street pans ‘runaway’ AI spending.

Meta’s spending is hard to rationalize, some analysts say, as it’s uncertain whether heavy investments into the metaverse ...

Meta leans into AI in your feeds

Your Meta -owned feeds — Instagram and Facebook, notably — may soon feature even more content generated by artificial ...

Meta Still Has a Lot to Prove in AI Race

The Facebook parent’s business model sparks more questions about the eventual payoff than rivals such as Google and Microsoft ...

Meta forecasts bigger capital costs next year as Zuckerberg lays out aggressive AI buildout

Meta on Wednesday forecast "notably larger" capital expenses next year thanks to investments in artificial intelligence, ...

Powell gave traders a green light to double down on AI—but the markets punished Meta and Microsoft anyway

U.S. Federal Reserve Chairman Jerome Powell bifurcated the stock market yesterday when he delivered a 0.25% rate cut that the ...

Meta Lays Off 600 Employees in AI Division Amid Leadership and Strategy Shift

Meta has laid off 600 employees in its AI unit as it restructures operations and consolidates leadership under Wang Jian to ...
DatacenterDynamics

Meta plans "notably larger" capex spend on AI data centers in 2026, compute expectations already higher than last quarter prediction

The spending increase was disclosed in an earnings call where the company reported revenues of $51.24 billion, above Wall ...

Here’s how Meta sees its AI investment turning into revenue

Meta CEO Mark Zuckerberg said the company’s massive investment in AI research will “enable new technological capabilities to ...

Mark Zuckerberg fielded lots of investor questions about where the billions Meta is spending on AI is going

Meta plans to spend up to $72 billion on AI infrastructure this year, with CEO Mark Zuckerberg defending the long-term ...

Meta Could Be Get Left Behind in the AI Arms Race—and the Stock Is Paying for It

A deal Meta finished last week, aimed at building a new data center in Louisiana, also moved $27 billion in debt from its ...

Zuckerberg says Meta needs to accelerate its AI spending, not slow down

Meta CEO Mark Zuckerberg doesn't want investors to worry about how much his company is spending on artificial intelligence, ...