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Meta Platforms News 23 January 2026 - 7 February 2026

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
7 February 2026
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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
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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
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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
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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
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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
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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
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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
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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

The Communication Services Select Sector SPDR Fund (XLC) closed at $116.96 Friday, up 0.6% after a volatile week. Meta rose 1.72% to $658.76, while Alphabet’s Class C shares slipped 0.73%. UK regulator Ofcom opened an investigation into Meta’s handling of WhatsApp for Business data. Intel shares plunged 17% after a weak forecast, weighing on tech sentiment.
24 January 2026
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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

Meta shares dipped 0.1% in premarket trading Friday after a 5.7% surge Thursday. The company said Threads will launch ads globally next week, with initial delivery kept low. Investors await Meta’s Jan. 28 earnings for updates on spending and new revenue streams. The FTC plans to appeal the dismissal of its antitrust case against Meta.
23 January 2026
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Stock Market Today

Meta stock faces an AI split: ad gains vs a $135 billion bill

Meta stock faces an AI split: ad gains vs a $135 billion bill

7 February 2026
Meta shares dropped 1.3% to $661.46 on Friday after the company projected 2026 capital spending of up to $135 billion, raising investor concerns over cash flow. Meta reported Q4 revenue of $59.89 billion, up 24% year-over-year, with ad impressions rising 18%. Analysts remain divided on whether AI-driven ad gains can offset the steep spending ramp.
IAG share price jumps toward a 52-week peak — what to watch before London reopens

IAG share price jumps toward a 52-week peak — what to watch before London reopens

7 February 2026
IAG shares rose 4.33% to 438.50 pence Friday, near their 52-week high, ahead of full-year results due later this month. The company reported 162,073,135 treasury shares and total voting rights of 4,565,128,012. Brent crude fell 2.2% Thursday to $67.93 a barrel. South Europe Ground Services logged 712,340 operations in 2025 and seeks approval to operate in Portugal.
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