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Posted inCompanies, Daily Analysis, Earnings Watch, Markets, Sector -- Technology, Weekend Analysis

Is Meta’s $145 Billion AI Bet Already Priced for Failure?

Meta Platforms posted Q1 2026 revenue of $56.31 billion, up 33% year-over-year, and EPS of $10.44 — well above the $8.15 consensus — yet the stock fell nearly 10% in after-hours trading after the company raised its 2026 capital expenditure guidance to $125–145 billion. Shares clo

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