Meta Lifted Capex. A $40bn Raise Is Reported.

$Meta Platforms(META.US) just burned cash for the first time since its 2012 IPO year

Source: StockMarket.News

Rapid enterprise token adoption and mid-sized model deployment validate that real-world AI commercialization is still early, driving sustained compute demand. Meta’s advertising efficiency gains and SpaceX’s infrastructure scale showcase how high-conviction players convert heavy capex into high-margin monetization—underpinning long-term upside across the mega-cap tech ecosystem.

$Meta Platforms(META.US) just erased about $245 billion in market value from its post-earnings high

Source: StockMarket.News

$Meta Platforms(META.US)

Context: META has been falling after its earnings report. This happened after the company shared its big plans for future spending in a regulatory filing. According to Bloomberg, Meta has agreed to spend a whopping $825 billion in the future. Investors are worried about reduced free cash flow after the tech giant revealed it has agreed to spend about $825 billion on future leases and contracts for AI computing power. This money will be spread out across several leases and contracts, with a lot of it going towards artificial intelligence computing power and infrastructure. That's a big jump from July, when Meta said it had future spending commitments of almost $700 billion. Meta holds $355.7 billion in operating and finance leases that do not yet sit on its balance sheet. These deals cover data centers and energy infrastructure leases set to start over the rest of this year through 2036.

My Trade: Tough decision to make as Meta retraces to $650 following earnings. It looks enticing to purchase but at the same time, Meta has announced the creation of nonvoting stock and 2 for 1 split to fund growth. I'm holding for now.

Meta Has Created Nonvoting Stock to Fund Growth

Takeaway: This new stock could give Meta more flexibility when it comes to making big purchases or paying off debts. The move is likely to have a significant impact on the company's finances and operations in the coming months. @Captain's Treasure

$Meta Platforms(META.US)

Due to lot of negative news including the suit case !!

Will the price come down further say by end DEC?

I said YES

Today (October 22, 2026), the US stock market showed clear divergence and risk-off sentiment, with funds shifting from tech growth stocks to safe-haven assets and traditional cyclical sectors.

Concerns over tech capex trigger fund outflows

Overnight earnings from several tech giants missed expectations or offered cautious guidance:

Meta's increased capital expenditure turned free cash flow negative, sparking market concerns about the ROI on AI investments.

Statements from Lam Research and IBM on AI demand or capital costs fell short of expectations, putting pressure on the semiconductor and tech sectors (XLK) after the open.

Tesla was dragged down by a slight decline in automotive revenue, breaking below key moving averages.

Rise in safe-haven and defensive flows

Influenced by geopolitical risk rumors (Middle East situation) and high, volatile US Treasury yields, risk-off sentiment rose:

The energy sector (XLE) was boosted by rising crude oil prices (Brent broke through $112/barrel), becoming the main direction for fund inflows.

US Treasuries and gold attracted some safe-haven inflows, with the 10-year yield finding short-term bid support near 5.08%.

Long-term positioning is not considered yet as the opportunity hasn't arrived; those who bottom-fished have entered and are prepared for timely take-profit and stop-loss operations$Oracle(ORCL.US)NVIDIA

$Direxion Semicon Bull 3X(SOXL.US)$Tesla(TSLA.US)$Micron Tech(MU.US)$Sandisk(SNDK.US)$NVIDIA(NVDA.US)

tsla and meta taking different approach to big spending, lets see what the outcome will be in time to come. maybe both stock prices will move the same direction despite the differences. no right or wrong. hah

Tesla, the giant EV car maker in the world cut spending on its AI, but Meta, a giant social media player in the world makes the opposite side to increase spending on its AI. don't know which one to follow

Not the best result from Tesla but future prospects still on track. Meta's results look tricky from yoy comparisons due to different one off items but valuation is still on the lower side.

Tesla’s decision to reduce its capital expenditure target to approximately $20 billion, while Meta raises its minimum spending commitment to $135 billion, highlights diverging investment strategies. Tesla appears to be prioritising capital discipline and cash-flow management, whereas Meta continues to commit substantial resources to AI infrastructure and data-centre capacity. The contrasting cash-flow trends will be important in assessing each company’s ability to fund investment internally, maintain financial flexibility and generate future returns.

$Meta Platforms(META.US)

Context: Q3 beat expectations, and the core franchise remains solid. Ads stayed strong, with growth driven mainly by ad pricing (+14%), accelerating for the third straight quarter. Q4 total revenue guide of $73-76bn meets the more bullish buy-side bar of $74-75bn. While Meta’s revenues surged by 26%, its operating income was negatively affected, giving investors an ambiguous perspective on the firm’s financial health. Meta expects more revenue as AI investments keep growing. Meta has made changes to its estimated annual investment, which now stands at $135 billion to $145 billion compared to the previous figure of $130 billion to $145 billion. The analysts had predicted that the spending was around $138.27 billion. The concentration on this part is primarily towards the data centers and other devices used to train the system and AI assistants. Audience growth was slightly disappointing, as daily active users on Meta’s apps reached 3.64 billion, slightly underexpectations.

My Trade: I'm holding Meta for the long term and this current price movement/range doesn't significantly affect my decision. I'm waiting for a lower price, preferably lower than $700 to buy more to give myself more margin to work with.

Takeaway: September’s release of Muse, Meta’s personal AI assistant, helped the stock record its strongest performance in a while. The software can handle tasks such as sorting through emails, searching online and identifying deals on products. None of those abilities are particularly new, but Meta can introduce them to an audience numbering in the billions. @Captain's Treasure

$Meta Platforms(META.US) just posted NEGATIVE free cash flow for the first time since 2012, the year it went public

Source: StockMarket.News

Even though there are only around 10m daily Muse users (my estimate), the product is losing a lot of money, more than any other products they've launched. Reading between the lines.

Source: Gene Munster

Zuck reminds investors that Muse (combo of models and agents) will become the center of $Meta Platforms(META.US)'s universe.

Source: Gene Munster

$Meta Platforms(META.US)

Source: amit

$Meta Platforms(META.US) (+3% AH) after guiding to higher than expected 4Q Rev, and beating 3Q Rev and EPS ests. META bumped the low end of its FY2026 CapEx guidance but left high end CapEx guide unchanged.

AI companies have borrowed nearly half a trillion dollars in 2026, and the year isn't over

Source: StockMarket.News

High expectations for Meta following its initial success with Muse and overall higher hopes since last earnings. With the recent retrace of Meta's share price, beating expectations could send the stock soaring back up to $700+. On the other hand, SpaceX is too volatile and could swing either ways but I don't think it will come out top.

Looking forward to wed and Thurs for SpaceX, Tesla, Meta and IBMs results. Hopefully they present solid financials so investors can feel a confidence boost