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Meta's AI Spending Forecast Surges to $145 Billion, Stock Drops

economy-finance · 2026-04-29

Meta's stock fell despite beating revenue estimates and posting strong profit growth, as the company raised its capital expenditure forecast for AI investments to $145 billion, rattling investors.

Key facts

  • Meta beat revenue estimates
  • Meta posted strong profit growth
  • Meta raised capital expenditure forecast to $145 billion
  • The spending increase is for AI investments
  • Investors were rattled by the forecast
  • Meta's stock fell after the announcement

Entities

Institutions

  • Meta

Sources