2026-01-29
$META $NVDA CRAZY CAPEX!! We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $115-135 billion, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core [image]
Meta
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META is up 7%+
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
$META $NVDA CRAZY CAPEX!! We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $115-135 billion, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core [image]
Bloomberg
Meta expects its 2026 capex to be $115B to $135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in Superintelligence Labs
Meta Platforms Inc.'s better-than-expected sales outlook helped ease Wall Street concerns about plans for unprecedented spending on artificial intelligence this year.
2026-01-28
$META $NVDA CRAZY CAPEX!! We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $115-135 billion, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core [image]
Bloomberg
Meta expects 2026 capex to be $115B-$135B, compared with a $110.6B analyst estimate and $72.2B in 2025, driven by investments in superintelligence labs
Riley Griffin /Bloomberg:
$META $NVDA CRAZY CAPEX!! We anticipate 2026 capital expenditures, including principal payments on finance leases, to be in the range of $115-135 billion, with year-over-year growth driven by increased investment to support our Meta Superintelligence Labs efforts and core [image]
Meta
Meta reports Q4 revenue up 24% YoY to $59.9B, vs. $58.35B est., net income up 9% to $22.8B, and family DAP up 7% to 3.58B for December; META up 9%+ after hours
Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter and full year ended December 31, 2025.
2025-10-30
$GOOGL THIS IS WILD for Google Cloud!! Latest Quarter Vs Sept 2023 - Revenue has less than doubled, but Operating Income grew nearly 14x Sept 2024- Revenue grew 40% but operating income grew nearly 90% Even on a Q/Q basis, the speed of Operating income growth is leaps larger [image]
CNBC
Alphabet reports Google Cloud Q3 revenue of $15.15B, vs. $14.74B est., and raises 2025 capex forecast to between $91B and $93B, after projecting $85B in July
The search company reported cloud revenue … Bluesky: Ed Zitron / @edzitron.com : No it doesn't! Google doesn't break out its AI revenue and never has. Making this assumption misl...
$GOOGL THIS IS WILD for Google Cloud!! Latest Quarter Vs Sept 2023 - Revenue has less than doubled, but Operating Income grew nearly 14x Sept 2024- Revenue grew 40% but operating income grew nearly 90% Even on a Q/Q basis, the speed of Operating income growth is leaps larger [image]
Alphabet
Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+
Alphabet Announces Third Quarter 2025 Results