Today: 7 February 2026
Subscribe
Browse Category

Meta Platforms News 21 January 2026 - 6 February 2026

Meta Stock Slides Again as Needham Warns of 10%-15% Downside on AI Spending

Meta Stock Slides Again as Needham Warns of 10%-15% Downside on AI Spending

Meta shares fell 3.3% Wednesday, closing near $669 after a 10% drop since Jan. 29. Investors are uneasy over Meta’s plan to boost AI spending, with 2026 capital expenditures projected at up to $135 billion, nearly double 2025 levels. Needham warns margins could shrink and the stock may fall further if growth slows. India’s Supreme Court may reinstate limits on WhatsApp data sharing amid an ongoing antitrust case.
5 February 2026
·····
Meta stock drops ahead of New Mexico child-safety trial — what traders watch next week

Meta stock drops ahead of New Mexico child-safety trial — what traders watch next week

Meta shares fell 2.9% to $716.50 Friday, reversing some post-earnings gains. A New Mexico jury trial over child-exploitation claims against Meta leadership begins Monday, the first such case to reach this stage. Investors are watching upcoming Big Tech earnings and a U.S. jobs report due Feb. 6. Meta projects 2026 capital expenditures of $115–135 billion, with total expenses up to $169 billion.
31 January 2026
····
Meta stock jumps about 9% as Zuckerberg bets big on “superintelligence” spending

Meta stock jumps about 9% as Zuckerberg bets big on “superintelligence” spending

Meta shares rose 9.3% to $731.18 in early U.S. trading after reporting Q4 revenue up 24% to $59.89 billion and issuing a strong revenue forecast. The company raised its 2026 capital spending target to as much as $135 billion, citing major investments in AI. Costs jumped 40%, cutting operating margin to 41%. Meta projects full-year 2026 expenses up to $169 billion, warning of legal and regulatory risks.
29 January 2026
·····
Meta stock price jumps after earnings — but $135 billion AI capex is the new battleground

Meta stock price jumps after earnings — but $135 billion AI capex is the new battleground

Meta shares surged nearly 7% in early Frankfurt trading after the company reported a 24% jump in Q4 revenue to $59.89 billion and issued a strong Q1 forecast. Meta raised its 2026 capital expenditure guidance to $115–$135 billion, citing increased investment in AI infrastructure. Operating margin fell to 41% from 48% a year earlier. Investors weighed robust ad sales against rising costs and regulatory pressures.
29 January 2026
·····
Meta’s $135B AI Spending Forecast Overshadows a Strong Q4 Beat at Facebook Parent

Meta’s $135B AI Spending Forecast Overshadows a Strong Q4 Beat at Facebook Parent

Meta projected 2026 capital spending of $115 billion to $135 billion, up sharply from $72.2 billion in 2025, as it expands AI infrastructure. Fourth-quarter revenue rose 24% to $59.9 billion, with diluted EPS at $8.88. Shares dipped in after-hours trading. Reality Labs revenue fell 12% to $955 million, with operating losses widening to $6.02 billion.
28 January 2026
·····
Meta stock price barely moves near $673 as earnings and AI spend take center stage

Meta stock price barely moves near $673 as earnings and AI spend take center stage

Meta shares slipped 0.03% to $672.75 in early Wednesday trading ahead of quarterly results due after the bell. Options markets signal a possible 6% move post-earnings as investors focus on 2026 spending. Meta signed a supply deal with Corning worth up to $6 billion. The EU has designated WhatsApp’s channels feature as a “very large platform,” triggering new regulatory requirements.
28 January 2026
·····
Meta stock pops on a fresh $900 bull call as earnings near — here’s what investors are watching

Meta stock pops on a fresh $900 bull call as earnings near — here’s what investors are watching

Meta shares rose about 2% Monday after Rothschild & Co Redburn upgraded the stock to “buy” and raised its price target to $900 ahead of earnings. Bank of America kept its buy rating and $810 target, projecting Meta will top Q4 estimates. Investors are focusing on Meta’s 2026 AI spending guidance, with capital expenditures expected to reach $117 billion. Meta reports results after Wednesday’s close.
27 January 2026
·····
Communication services stocks head into Fed week with Meta under UK probe — what moved XLC

Communication services stocks head into Fed week with Meta under UK probe — what moved XLC

New York, January 24, 2026, 12:59 (EST) — The market has closed. The Communication Services Select Sector SPDR Fund (XLC) closed Friday at $116.96, gaining roughly 0.6% after a choppy week that kept investors on edge over media, telecom, and internet stocks. With U.S. markets closed for the weekend, focus now turns to the upcoming Federal Reserve meeting and fresh regulatory developments weighing on sector leader Meta Platforms. (Investing.com) The sector is dominated by a few big names. Meta makes up roughly 19.7% of XLC, with Alphabet’s two share classes combining for about another 20%, according to State Street’s holdings
24 January 2026
·······
Meta stock steadies before the bell after a 5.7% pop — here’s what’s driving META now

Meta stock steadies before the bell after a 5.7% pop — here’s what’s driving META now

New York, Jan 23, 2026, 04:47 EST — Premarket Meta Platforms shares slipped roughly 0.1% in premarket trading Friday, following a 5.7% rally the day before. That surge shifted attention to fresh ad inventory and how much Wall Street is willing to bear on Meta’s AI spending. (StockAnalysis) Timing is crucial. Meta is set to release its results next week, and traders are weighing if new revenue drivers like Threads, WhatsApp, and AI ad tools can keep up with increasing spending. The question grows more pointed as the “Magnificent Seven” megacaps approach a busy earnings season, with the index’s gains
23 January 2026
·····
Meta stock rises after hours as new AI lab hits milestone, FTC appeal adds overhang

Meta stock rises after hours as new AI lab hits milestone, FTC appeal adds overhang

New York, January 21, 2026, 16:41 EST — After-hours Meta Platforms shares climbed 1.5% to $612.96 in after-hours trading Wednesday, driven by renewed focus on its AI efforts. At the World Economic Forum in Davos, CTO Andrew Bosworth revealed that Meta Superintelligence Labs rolled out its first major AI models internally this month, calling them “very good.” The company is clearly racing to keep up with rivals like Alphabet’s Google. Bosworth acknowledged there’s still “work to do post-training” before the tech can be widely released. He also highlighted the AI-powered Ray-Ban Display glasses, whose international launch was paused this month
21 January 2026
····
1 2 3 … 6

Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
Go toTop