Investment Trends

Meta’s $135B AI capex plan meets a 24% ad surge — what investors are weighing

Meta’s $135B AI capex plan meets a 24% ad surge — what investors are weighing

Meta forecast 2026 capital spending of $115–$135 billion, up sharply from 2025. Fourth-quarter advertising revenue rose 24% to $58.1 billion. Shares were little changed in early premarket trading Wednesday, last at $639.29, as investors weighed higher AI spending. CEO Mark Zuckerberg said Meta doubled GPUs for ad ranking and expects AI to reshape work in 2026.
February 18, 2026

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