Meta says spending could nearly double to $135bn in AI investment boom

Market Intelligence Analysis

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Why This Matters

Meta is expecting a significant increase in capital expenditures, potentially reaching $135 billion, driven by its AI investment boom, exceeding analysts' estimates.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

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Company forecasts capital expenditures well above analysts’ estimates

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Full article on Financial Times
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Original article published by Financial Times on January 29, 2026.
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