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Meta stock offers high correlation and double the volatility of the S&P 500 with lower long-term annualized returns. Surging 2026 AI capex guidance of up to $145 billion and heavy ad reliance amplify…
Meta soared nearly 9% after raising revenue and capex forecasts. Tesla rose 2.4% on plans to double capital expenditure. Microsoft dropped 7.5% as cloud revenue disappointed, raising concerns over AI…
Meta soars 7.9% on strong revenue forecast and 73% capex increase; Tesla rises 2.9% with record capex plans; Microsoft drops 6.4% due to cloud revenue concerns and doubts over AI investment returns.
Meta plans $66–72B in 2025 capex for AI-optimized data centers, opened a Kansas City site, signed a 20-year nuclear deal, and faces intense AI-infrastructure competition from Microsoft and Amazon; va…