Alphabet vs Meta 2025: AI Arms Race, Ad Revival, and Wall Street’s Verdict
Meta shares have jumped 30% to record highs in 2025, outpacing Alphabet’s 22% gain amid an AI-driven tech rally. Meta’s Q2 revenue rose 21% to $47.5 billion, while Alphabet’s climbed 14% to $96.4 billion. Both companies raised AI infrastructure spending, with Alphabet’s 2025 capex at $85 billion and Meta’s up to $72 billion. Alphabet avoided a forced breakup in a U.S. antitrust case; Meta faces ongoing FTC litigation.