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Meta's $125 Billion AI Push Is Turning Heads on Wall Street

24/7 Wall Street

12:31 PM | Monday | Jul 13, 2026

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$125 billion to $145 billion. That is what Meta Platforms (NASDAQ:META | META Price Prediction) now expects to spend on capital expenditures in 2026, raised from a prior range of $120 to $135 billion when the company reported first-quarter results on April 29, 2026.

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12:31 PM | Monday | Jul 13, 2026

Meta's $125 Billion AI Push Is Turning Heads on Wall Street

24/7 Wall Street

$125 billion to $145 billion. That is what Meta Platforms (NASDAQ:META | META Price Prediction) now expects to spend on capital expenditures in 2026, raised from a prior range of $120 to $135 billion when the company reported first-quarter results on April 29, 2026.

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12:30 PM | Monday | Jul 13, 2026

Jim Cramer Says META's AI Model Change Was Worth 100 Points: Here's Why He Can't Stop Buying Big Tech

24/7 Wall Street

Jim Cramer says a single AI product decision at Meta Platforms (NASDAQ:META | META Price Prediction) just moved the stock roughly $100 per share, and he is using it as Exhibit A for why big tech is nearly impossible to trim.

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12:15 PM | Monday | Jul 13, 2026

Meta yanks controversial AI image tool after privacy backlash: ‘Force their slop down everyone's throat'

New York Post

The Instagram, Facebook and WhatsApp owner last Tuesday launched Muse Image, its first AI image generator meant to compete with OpenAI's ChatGPT Images 2.0 and Google's Nano Banana 2.

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11:45 AM | Monday | Jul 13, 2026

Wall Street's Bar for Big Tech Is on the Floor, and That Could Spark the Next Rally

24/7 Wall Street

Max Kettner, HSBC's chief multi-asset strategist, argued on CNBC's Closing Bell Overtime on July 7, 2026, that mega-cap tech business models have “fundamentally changed in terms of taking on debt and being cash flow negative,” but the real story is that Wall Street walks into Q2 earnings expecting the worst on capex, which sets up a beat with real fuel behind it.

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11:30 AM | Monday | Jul 13, 2026

AMZN, GOOGL, META & 2Q Earnings Expectations as Tech Sees Tentative Tailwinds

Schwab Network

Ted Thatcher talks about his expectations for the second quarter of the earnings season believing Amazon (AMZN), Alphabet (GOOGL) and Meta Platforms (META) have strong stories right now. He looks inside the recent divergence between hyperscalers and chipmakers and says he expects more chops on semiconductors.

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10:51 AM | Monday | Jul 13, 2026

Meta Vs. Nvidia: Meta Has Quietly Emerged as the Strongest Mega-Cap Alternative This Summer

24/7 Wall Street

Two mega-caps reported blockbuster spring quarters, yet their stocks split hard this summer.

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10:35 AM | Monday | Jul 13, 2026

Meta Just Undercut OpenAI and Anthropic by 75%: JPMorgan Says It's More Than a Price Cut

Benzinga

For years, Meta Platforms, Inc. (NASDAQ:META) spent billions building AI models for its own products. Now, it's taking its first real shot at turning those models into a standalone business.

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10:35 AM | Monday | Jul 13, 2026

Zuckerberg's New AI Model Costs 75% Less Than Rivals — Here's His Pitch

24/7 Wall Street

Meta (NASDAQ:META | META Price Prediction) is charging businesses to use one of its AI models for the first time, undercutting rivals significantly.

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10:16 AM | Monday | Jul 13, 2026

Meta is pushing AI ads hard — and causing chaos for brands

Business Insider

Meta is pushing advertisers to use its AI tools — and results are proving chaotic: strangely twisted limbs, gibberish writing, or entirely changed products. Meta's response to brands: That's on you, not us.

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8:39 AM | Monday | Jul 13, 2026

Meta Scales Up Louisiana Mega AI Data Center To $50 Billion

Investors Business Daily

Meta stock was a fraction lower after the tech giant revealed an expansion for its Hyperion Louisiana data center project.

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