Meta Stock Took a Dive. It’s the Poster Child for the Debate Over AI Spending.

Meta Platforms is testing the math behind the artificial-intelligence buildout: How long can you increase capital expenditures out of cash flow—and what do you do when you hit the wall?

Wall Street Doesn't Grasp Meta's $65 Billion Spend (The Goal Is Personal Superintelligence)

The problem crystallized when Evercore ISI’s Mark Mahaney confessed Thursday on a Bloomberg podcast that he's "not super ...

Meta to raise $30 billion in its biggest bond sale as AI expansion costs rack up

Social media giant Meta Platforms will raise up to $30 billion in its biggest bond offering ever, it said in a filing on ...

Meta Earnings: Strong Ad Revenue Momentum, but an Avalanche of AI Costs Is Coming

Meta reported solid third-quarter earnings, with sales up 26% to $51 billion and operating margins contracting 300 basis ...

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

On Wednesday, Alphabet and Microsoft also signaled higher AI investments. OpenAI CEO Sam Altman on Tuesday said he would ...

Meta's Q3 Selloff Looks Like A Gift For Long-Term Investors (Upgrade)

Meta Platforms, Inc. is upgraded to Buy after Q3, despite initial market overreaction to a non-recurring tax charge. Learn ...