Microsoft, Meta, and Google just announced billions more in AI spending. Only Google convinced investors it's paying off [Fortune]
Meta Platforms, Inc. - Class A (META)
Company Research
Source: Fortune
Recommended Video Meta's stock dropped more than 6% after hours, while Microsoft was essentially flat. Conversely, the share price of Google parent Alphabet rose almost 7% in after-hours trading. Investors have been on tenterhooks about capital expenditures among the big tech firms, with recent estimates showing combined capex related to AI will exceed $600 billion in 2026 alone. Analysts have been seeking more details from CEOs about when they expect to see a return on investment materialize, and markets are bruising companies if they don't hear what they're looking for from executives. At Alphabet, the clear differentiator came from Google's Cloud growth. Chief Financial Officer Anat Ashkenazi said the company is seeing “unprecedented internal and external demand for AI compute resources.” “The investments we're making in AI are delivering strong growth as evidenced by the record revenue and backlog growth in Google Cloud and strong performance in Google Services,” Ashkenaz
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META
News
- Polen Global Growth Q1 2026 Commentary [Seeking Alpha]Seeking Alpha
- Meta's AI investments are costing way more than VR, and investors aren't happy about it [Yahoo! Finance]Yahoo! Finance
- Meta is still burning money on AR/VR [Yahoo! Finance]Yahoo! Finance
- Meta chief Zuckerberg doubles down on AI spending [Yahoo! Finance]Yahoo! Finance
- Highlights from Meta's earnings call [Yahoo! Finance]Yahoo! Finance
META
Earnings
- 4/29/26 - Beat
META
Sec Filings
- 4/29/26 - Form 4
- 4/29/26 - Form 8-K
- 4/28/26 - Form PX14A6G
- META's page on the SEC website