NASDAQ:META News 4 February 2026 - 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.

Meta shares fell 1.3% to $661.42 in after-hours trading Friday, lagging a broader market rally as investors eyed soaring AI infrastructure costs. The company recently raised its 2026 capital expenditure forecast to as much as $135 billion, driven by data center spending and AI hiring.

Meta shares fell 2.3% to $654.86 Friday, lagging the broader market as investors questioned heavy AI spending. The company raised its 2026 capital expenditure forecast to up to $135 billion, citing more AI hires. COO Javier Olivan sold 517 shares at $714.60 each on Feb. 2. Instagram suffered a brief outage this week, with over 10,000 U.S. user reports.

Meta shares rose 0.2% to $670.21 in after-hours trading Thursday, bucking a broader tech sell-off that saw the Nasdaq drop 1.57%. Investors weighed Meta’s 2026 capex forecast of $115–$135 billion as scrutiny intensified over its ad and WhatsApp data practices in the U.S. and India. Trading volume reached 16.6 million shares.

Meta Platforms shares fell 3.3% to $669 in after-hours trading Wednesday, extending losses during a turbulent week for tech stocks. The drop followed a broader Nasdaq decline of 1.51% as investors weighed AI spending and regulatory risks. U.S. lawmakers introduced a bill targeting scam ads on social media, drawing a response from Meta. Traders are watching Alphabet’s earnings and regulatory developments for further market direction.