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costs",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,16,34,35,36,37,38,39,40,41,42,43,44,45,46,47,48,49,50],"https://s.yimg.com/uu/api/res/1.2/3QYh_kiQQyEwfZpNro52Ig--~B/aD0yMjE5O3c9Mzk0NDthcHBpZD15dGFjaHlvbg--/https://d29szjachogqwa.cloudfront.net/images/user-uploaded/c8ff7040-441d-11f1-bfa7-14e412f5f4ae_8a5afe0db4c1c341646eb457cc5a545ca58eed3735dc9de8d3ff06d54c76138c.com/creatr-uploaded-images/2026-04/c8ff7040-441d-11f1-bfa7-14e412f5f4ae","https://s.yimg.com/ny/api/res/1.2/qsLRhbc0HJYhtKP.XPT6RA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTI0MDA7aD0xMzUw/https://media.zenfs.com/en/24_7_wall_st__718/579cd26174aeff0eaed56f1f5dfa6ab8","https://static.gurufocus.com/cdn-cgi/image/width=500,quality=100/logos/0C000098V0.png?20","https://www.kxan.com/wp-content/uploads/sites/40/2026/04/69f27b527356f3.00125491.jpeg?strip=1","https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F867807%2Fan-aerial-view-of-a-data-center.jpg&w=1200&op=resize","https://www.marketbeat.com/logos/meta-platforms-inc-logo-1200x675.png?v=20220609084126","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2188450078/image_2188450078.jpg?io=getty-c-w630","https://images.ft.com/v3/image/raw/https%3A%2F%2Fcms-image-bucket-productionv3-ap-northeast-1-a7d2.s3.ap-northeast-1.amazonaws.com%2Fimages%2F3%2F3%2F5%2F2%2F12442533-2-eng-GB%2Fcdc960e122fb-2025-09-11T200939Z_1005760982_RC2WPGAQ2YQC_RTRMADP_3_META-RESULTS.JPG?width=780&fit=cover&gravity=faces&dpr=2&quality=medium&source=nar-cms&format=auto","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1349800127/image_1349800127.jpg?io=getty-c-w630","https://image.cnbcfm.com/api/v1/image/108299605-17774987481777498745-45598444857-1080pnbcnews.jpg?v=1777498747","https://s.yimg.com/ny/api/res/1.2/werIkyboqJZmJUJbehanZw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTY0MDtoPTQyNg--/https://media.zenfs.com/en/reuters.com/2daed3b9d52009b975cfba4cdd24f563","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1353816577/image_1353816577.jpg?io=getty-c-w630","https://techcrunch.com/wp-content/uploads/2022/10/meta-distorted-glitched.jpg?w=1024","https://image.cnbcfm.com/api/v1/image/108300010-17775614201777561418-45614048249-1080pnbcnews.jpg?v=1777561419&w=750&h=422&vtcrop=y","https://www.adexchanger.com/wp-content/uploads/2026/04/Meta-AI-1024x740.jpg","https://dims.apnews.com/dims4/default/5bdd84f/2147483647/strip/true/crop/3444x2295+0+1/resize/980x653!/quality/90/?url=https%3A%2F%2Fassets.apnews.com%2F89%2F78%2F3cd5f4a3dfab8f8988a7f7d590c7%2F99e4b9ebba964a43a856c9ebfb8ad94c","https://cloudfront-us-east-1.images.arcpublishing.com/morningstar/MS4KWDCTZBET3GTVZDPFCK44EQ.jpg","https://9to5mac.com/wp-content/uploads/sites/6/2026/04/Facebook-and-Instagram-losing-users-with-signs-pointing-to-low-quality-feeds.jpg?quality=82&strip=all&w=1600","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/isXRpcprzGMw/v1/-1x-1.webp","https://image.cnbcfm.com/api/v1/image/108200609-1758197175452-gettyimages-2235448166-META_CONNECT.jpeg?v=1777327823&w=1600&h=900","https://cdn.content.foolcdn.com/images/1umn9qeh/production/b4204f36ed605fc54d4ba32e2cb31d1dd892afd6-800x450.jpg?w=800&q=75&fit=max&auto=format","https://img-cdn.inc.com/image/upload/f_webp,q_auto,c_fit/vip/2026/04/meta-earnings-call-inc.jpg","https://ichef.bbci.co.uk/ace/standard/3840/cpsprodpb/d6a0/live/137a2f70-43f1-11f1-9113-1988573e8ff7.jpg","https://images.fastcompany.com/image/upload/f_webp,q_auto,c_fit/wp-cms-2/2026/04/p-2-91534768-meta-google.jpg","https://news.stocktwits-cdn.com/large_Getty_Images_2243442647_jpg_4b6b4b5daa.webp","https://s.yimg.com/ny/api/res/1.2/HFQXDeULenHKM4lD9NktGA--/YXBwaWQ9aGlnaGxhbmRlcjt3PTY0MDtoPTQyNg--/https://media.zenfs.com/en/motleyfool.com/bbcf5e05f772f8242521cbc476e018f1","https://s.yimg.com/ny/api/res/1.2/OTUe2zuND673VuTOe9QZSw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTY0MDtoPTM1MQ--/https://media.zenfs.com/en/investorshub_458/ca73e3896a1750f59ff30f7c3beb1cf0","https://img-s-msn-com.akamaized.net/tenant/amp/entityid/AA1bpcT6.img?w=768&h=511&m=4&q=42","https://assets.bwbx.io/images/users/iqjWHBFdfxIU/icfa7BGaC0Vs/v3/620x-1.jpg","https://d1lss44hh2trtw.cloudfront.net/assets/article/2026/04/29/meta-reality-labs-1_feature.jpg","https://ussnsimg.moomoo.com/sns_client_feed/71146480/20260430/web-1777514046224-vdHVYvHZrs.png/big?area=100&is_public=true&imageMogr2/ignore-error/1/format/webp/thumbnail/!75p","https://247wallst.com/wp-content/uploads/2022/07/imageForEntry3-MG9.jpg","https://image.cnbcfm.com/api/v1/image/108157757-1749646265248-gettyimages-2170596450-ACQUIRED_LIVE_PODCAST.jpeg?v=1773663941&w=1600&h=900","https://247wallst.com/wp-content/uploads/2025/10/EarningsImage-3-400x225.jpg","https://imgproxy.divecdn.com/h3YvBVU_6DTcqcfFKCnNHvbwfse5eMHeJMHMRb1VOP4/g:ce/rs:fit:1600:0/Z3M6Ly9kaXZlc2l0ZS1zdG9yYWdlL2RpdmVpbWFnZS9tZXRhX3ExXzIwMjZfMi5wbmc=.webp","https://blog.tipranks.com/wp-content/uploads/2026/04/META-0430-750x406.jpg","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1431051092/image_1431051092.jpg?io=getty-c-w1280","https://images.mktw.net/im-30608135?width=1260&height=875","https://s.yimg.com/uu/api/res/1.2/as2rbyUswd8WG6UGh8AERw--~B/aD03MjA7dz0xMjgwO2FwcGlkPXl0YWNoeW9u/https://cf-images.us-east-1.prod.boltdns.net/v1/jit/6415665815001/63c141be-d8e6-4eaa-951a-d51edeb84e8e/main/1280x720/43s381ms/match/image.jpg","https://cdn.benzinga.com/files/images/story/2026/04/30/New-York--Usa---14-December-2024-Meta-Pl.jpeg?width=1200&height=800&fit=crop","https://www.thedailyupside.com/wp-content/uploads/2026/04/rollcallpix170013-scaled-e1777501411406.jpg","**Meta and Alphabet's divergent AI infrastructure investments announced April 30, 2026, reveal a critical inflection point for e-commerce sellers relying on these platforms.** Meta raised capex guidance to $125-145 billion (from $115-135B) while simultaneously raising $20-25 billion through debt offerings with Goldman Sachs and Morgan Stanley—marking its second major debt transaction in seven months. Alphabet increased capex to $180-190 billion (from $175-185B), driven by Google Cloud's robust 63% year-over-year revenue growth. The market's divergent response—Meta stock plummeting 9% while Alphabet surged 7%—exposes fundamental differences in how these platforms monetize AI infrastructure investments.\n\n**The core issue affecting sellers: Meta lacks an established cloud revenue stream to offset massive capex spending.** Unlike Alphabet, Microsoft, and Amazon, which generate direct revenue from enterprise AI solutions and cloud services, Meta must justify $125-145 billion in annual infrastructure spending primarily through improved advertising algorithms and marketplace features. JPMorgan analysts downgraded Meta to neutral, citing a \"challenging path to generating returns on heavy capex forecast.\" This financial pressure directly impacts sellers because Meta may accelerate monetization of its commerce platforms (Facebook Marketplace, Instagram Shopping) through higher advertising costs, increased seller fees, or stricter commission structures. The $20-25 billion debt raise signals Meta is borrowing to fund infrastructure, potentially leading to cost-cutting measures that shift expenses to sellers.\n\n**Component pricing inflation compounds the challenge for all sellers.** Meta explicitly cited \"higher component pricing and additional data center costs\" as drivers of capex increases. Microsoft's capex guidance included $25 billion specifically for component price increases, indicating industry-wide semiconductor cost pressures. For e-commerce sellers, this translates to potential increases in platform infrastructure fees, advertising costs, and fulfillment expenses as platforms pass through rising hardware costs. Sellers using Meta's advertising ecosystem (Facebook Ads, Instagram Ads) should anticipate potential cost-per-click increases as Meta seeks to improve ROI on its massive capex investments. The competitive intensity—with Amazon maintaining a $200 billion capex budget (highest among peers) and Microsoft at $190 billion—suggests no cooling in infrastructure spending, meaning sustained cost pressures for sellers across all major platforms.\n\n**Strategic divergence creates opportunities and risks.** Alphabet's strong Google Cloud growth (63% YoY) demonstrates that cloud infrastructure investments can generate direct revenue, supporting continued platform investments in seller tools and logistics. Meta's weaker monetization path suggests potential delays in new seller features or marketplace improvements, while the company focuses on cost recovery. Sellers should monitor Meta's quarterly earnings for any announcements regarding Marketplace commission changes, advertising cost adjustments, or new seller fees. The debt financing approach indicates Meta may prioritize near-term cash flow over long-term platform enhancements, potentially affecting seller experience and tool development timelines.",[53,56,59,62,65,68,71,74],{"title":54,"answer":55,"author":5,"avatar":5,"time":5},"What does component price inflation mean for e-commerce seller costs?","Meta explicitly cited 'higher component pricing and additional data center costs' as capex drivers, with Microsoft noting $25 billion of its capex reflects component increases. These costs typically flow through to sellers via platform fee increases, higher advertising rates, and fulfillment cost adjustments. Sellers should expect 5-10% increases in platform-related costs over the next 12-18 months. Consider negotiating volume discounts with 3PL providers now and reviewing advertising spend efficiency to offset anticipated cost increases.",{"title":57,"answer":58,"author":5,"avatar":5,"time":5},"Why did Meta stock drop 9% while Alphabet rose 7% despite both raising capex?","The divergence reflects investor concerns about monetization capability. Alphabet generates direct revenue from Google Cloud (63% YoY growth), justifying infrastructure investment. Meta lacks comparable cloud revenue streams and must rely on advertising and marketplace fees to offset $125-145 billion annual capex. JPMorgan's downgrade to neutral cited Meta's 'challenging path to generating returns,' signaling investor doubt about ROI. For sellers, this means Meta may become more aggressive in monetizing its platforms through higher advertising costs and seller fees to improve financial metrics.",{"title":60,"answer":61,"author":5,"avatar":5,"time":5},"How will Meta's $125-145B capex increase affect Facebook Marketplace seller fees?","Meta's capex increase combined with $20-25 billion in new debt suggests the company will seek revenue optimization from its commerce platforms to improve ROI. While no immediate fee increases have been announced, sellers should expect potential commission increases or new seller fees within 6-12 months as Meta prioritizes cash flow recovery. Historical patterns show Meta typically adjusts Marketplace fees annually; monitor Meta Business Suite announcements for Q3-Q4 2026 policy changes. Sellers with high transaction volumes should consider diversifying to Amazon or Shopify to mitigate fee risk.",{"title":63,"answer":64,"author":5,"avatar":5,"time":5},"What timeline should sellers expect for platform changes related to capex investments?","Meta's capex increases typically translate to platform changes within 6-18 months. Expect announcements regarding Marketplace commission adjustments, advertising cost changes, or new seller fees by Q3-Q4 2026. Alphabet's Google Cloud growth suggests faster rollout of new seller tools and logistics features on Google Shopping and YouTube Commerce. Sellers should review platform announcements monthly and adjust pricing strategies quarterly to account for potential fee increases. Set calendar reminders for Meta's Q2, Q3, and Q4 2026 earnings calls to monitor management commentary on seller monetization.",{"title":66,"answer":67,"author":5,"avatar":5,"time":5},"How should sellers adjust strategy given Amazon's $200B capex budget?","Amazon maintains the highest capex among megacap peers ($200 billion), indicating sustained investment in seller infrastructure, logistics, and AI-powered tools. This contrasts with Meta's uncertain monetization path. Sellers should prioritize Amazon FBA expansion and Seller Central optimization, as Amazon's capex directly translates to improved fulfillment networks, seller tools, and customer experience. Consider shifting 20-30% of inventory from Meta Marketplace to Amazon FBA to capitalize on Amazon's infrastructure advantages and reduce exposure to Meta's potential fee increases.",{"title":69,"answer":70,"author":5,"avatar":5,"time":5},"Will Meta's AI infrastructure investments improve seller advertising tools?","Meta's capex is primarily directed toward data center infrastructure and AI model training rather than seller-facing tools. The company's focus on improving advertising algorithms may eventually benefit sellers through better targeting and conversion rates, but near-term improvements are unlikely. Sellers should not expect significant new features in Meta Business Suite or Facebook Ads Manager within 6-12 months. Instead, focus on optimizing existing tools and testing alternative advertising platforms like Google Shopping and TikTok Ads to diversify marketing spend.",{"title":72,"answer":73,"author":5,"avatar":5,"time":5},"How does Meta's debt financing strategy affect seller platform stability?","Meta's second major debt transaction in seven months ($20-25 billion) indicates aggressive borrowing to fund capex. While debt financing doesn't immediately threaten platform stability, it increases Meta's financial pressure to generate returns, potentially leading to cost-cutting measures affecting seller tools and support. Sellers should monitor Meta's quarterly debt-to-equity ratios and earnings calls for any mentions of platform monetization strategies. Maintain backup sales channels on Amazon and Shopify to reduce dependency on Meta platforms during potential service disruptions or policy changes.",{"title":75,"answer":76,"author":5,"avatar":5,"time":5},"How does the AI infrastructure race affect cross-border e-commerce sellers specifically?","The capex competition drives investment in AI-powered logistics, customs documentation, and multi-language support—all critical for cross-border sellers. Meta's infrastructure investments may eventually improve Facebook Marketplace's cross-border capabilities, while Alphabet's Google Cloud growth benefits sellers using Google Shopping for international markets. However, near-term cost pressures from component inflation and debt servicing may delay feature rollouts. Cross-border sellers should prioritize platforms with established monetization models (Amazon, Shopify) and monitor Meta's international marketplace strategy for potential fee changes in Q3-Q4 2026.",[78,83,88,92,97,102,106,109,114,118,122,126,131,135,139,144,149,154,159,164,168,173,177,182,186,190,194,198,202,206,211,216,220,224,229,233,236,241,245,250,254,258,262,266,270,274],{"id":79,"title":80,"source":81,"logo":15,"time":82},826720,"Meta Platforms Q1 Earnings Call Highlights","https://www.marketbeat.com/instant-alerts/meta-platforms-q1-earnings-call-highlights-2026-04-29/","15H AGO",{"id":84,"title":85,"source":86,"logo":14,"time":87},829317,"Meta CEO Mark Zuckerberg Just Delivered Great News for Nvidia and Micron Investors","https://www.fool.com/investing/2026/04/30/meta-platforms-just-delivered-great-news-for-nvidi/","1H AGO",{"id":89,"title":90,"source":91,"logo":46,"time":87},829318,"Meta ramps up AI spending to chase rivals, but questions over ROI weigh -- analysts (META:NASDAQ)","https://seekingalpha.com/news/4582832-meta-ramps-up-ai-spending-to-chase-rivals-but-questions-over-roi-weigh---analysts",{"id":93,"title":94,"source":95,"logo":5,"time":96},826722,"Meta Could Spend $145 Billion This Year Due to AI","https://gizmodo.com/meta-could-spend-145-billion-this-year-due-to-ai-2000752323","13H AGO",{"id":98,"title":99,"source":100,"logo":41,"time":101},829315,"Meta Platforms Just Made a Brilliant Move the Market Will Likely Read Wrong","https://247wallst.com/investing/2026/04/30/meta-platforms-just-made-a-brilliant-move-the-market-will-likely-read-wrong/","55M AGO",{"id":103,"title":104,"source":105,"logo":30,"time":82},826721,"Meta (META) Q1 2026 Earnings Call Transcript","https://www.fool.com/earnings/call-transcripts/2026/04/29/meta-meta-q1-2026-earnings-call-transcript/",{"id":107,"title":99,"source":108,"logo":11,"time":101},829316,"https://finance.yahoo.com/markets/stocks/articles/meta-platforms-just-made-brilliant-143634201.html",{"id":110,"title":111,"source":112,"logo":24,"time":113},826724,"Meta’s Ad Machine Is Purring, So Why Did Its Stock Drop?","https://www.adexchanger.com/platforms/metas-ad-machine-is-purring-so-why-did-its-stock-drop/","14H AGO",{"id":115,"title":116,"source":117,"logo":40,"time":96},826723,"Meta Earnings Review: The AI Payoff Is Still Unproven","https://www.moomoo.com/community/feed/meta-earnings-review-the-ai-payoff-is-still-unproven-116491254366214",{"id":119,"title":120,"source":121,"logo":49,"time":87},829319,"One Line In Meta's Earnings Wiped Out The Celebration","https://www.benzinga.com/trading-ideas/technicals/26/04/52173656/one-line-in-meta-earnings-wiped-out-the-celebration",{"id":123,"title":124,"source":125,"logo":22,"time":82},826725,"Meta is still burning money on AR/VR","https://techcrunch.com/2026/04/29/meta-is-still-burning-money-on-ar-vr/",{"id":127,"title":128,"source":129,"logo":33,"time":130},829419,"Why Wall Street is punishing Meta but rewarding Google today","https://www.fastcompany.com/91534768/meta-stock-price-sinks-google-rises-wall-street-reactions-explained","2H AGO",{"id":132,"title":133,"source":134,"logo":20,"time":82},828188,"Highlights from Meta's earnings call","https://www.aol.com/finance/highlights-metas-earnings-call-234218065.html",{"id":136,"title":137,"source":138,"logo":44,"time":82},828221,"Meta’s daily active user count declined in Q1 2026","https://www.socialmediatoday.com/news/metas-daily-active-user-count-declined-in-q1-2026/818904/",{"id":140,"title":141,"source":142,"logo":36,"time":143},827450,"Meta shares fall after higher capital spending outlook","https://finance.yahoo.com/markets/stocks/articles/meta-shares-fall-higher-capital-063458429.html","8H AGO",{"id":145,"title":146,"source":147,"logo":47,"time":148},829313,"Meta embodies everything Wall Street hates about AI right now","https://www.marketwatch.com/story/meta-embodies-everything-wall-street-hates-about-ai-right-now-35cd1c2e","Just Now",{"id":150,"title":151,"source":152,"logo":23,"time":153},829314,"Meta shares sink as capex grows: Here's what investors need to know","https://www.cnbc.com/video/2026/04/30/meta-shares-sink-as-capex-grows-heres-what-investors-need-to-know.html","15M AGO",{"id":155,"title":156,"source":157,"logo":12,"time":158},828189,"META Shows Record Engagement Thanks to Video Content","https://www.gurufocus.com/news/8829028/meta-shows-record-engagement-thanks-to-video-content","16H AGO",{"id":160,"title":161,"source":162,"logo":18,"time":163},828222,"Meta selloff puts high-exposure ETFs in focus after CapEx hike (META:NASDAQ)","https://seekingalpha.com/news/4582511-meta-selloff-puts-high-exposure-etfs-in-focus-after-capex-hike","5H AGO",{"id":165,"title":166,"source":167,"logo":5,"time":82},829311,"META Projects 2026 Expenses and Capital Expenditures Amid Legal Scrutiny","https://www.gurufocus.com/news/8828095/meta-projects-2026-expenses-and-capital-expenditures-amid-legal-scrutiny?mobile=true",{"id":169,"title":170,"source":171,"logo":26,"time":172},828223,"Meta Earnings: Ad Sales Growth Continues to Accelerate Even as AI Costs Mount","https://global.morningstar.com/en-gb/stocks/meta-earnings-ad-sales-growth-continues-accelerate-even-ai-costs-mount","7H AGO",{"id":174,"title":175,"source":176,"logo":31,"time":148},829312,"Meta Says Profits Are Surging, but 20 Million Users Just Disappeared","https://www.inc.com/moses-jeanfrancois/meta-says-profits-are-surging-but-20-million-users-just-disappeared/91338409",{"id":178,"title":179,"source":180,"logo":16,"time":181},828190,"Meta Q1: Thanks For The Dip, I’m Buying More (NASDAQ:META)","https://seekingalpha.com/article/4896145-meta-q1-thanks-for-the-dip-im-buying-more","17H AGO",{"id":183,"title":184,"source":185,"logo":19,"time":181},828191,"'Fast Money' traders talk Meta shares sliding after miss on Q1 DAP, increased capex spending","https://www.cnbc.com/video/2026/04/29/fast-money-traders-talk-meta-shares-sliding-after-miss-on-q1-dap-increased-capex-spending.html",{"id":187,"title":188,"source":189,"logo":13,"time":158},826728,"Meta beats revenue expectations, boosts capital spending forecast for 2026","https://www.kxan.com/news/business/ap-business/ap-meta-beats-revenue-expectations-boosts-capital-spending-forecast-for-2026/",{"id":191,"title":192,"source":193,"logo":43,"time":158},826727,"Meta Platforms (META) Q1 2026 Earnings Preview: What Wall Street Is Watching Tonight","https://247wallst.com/investing/2026/04/29/meta-platforms-meta-q1-2026-earnings-preview-what-wall-street-is-watching-tonight/",{"id":195,"title":196,"source":197,"logo":17,"time":158},826729,"Meta raises 2026 capex to $145 billion amid AI spending boost","https://asia.nikkei.com/business/technology/artificial-intelligence/meta-raises-2026-capex-to-145-billion-amid-ai-spending-boost",{"id":199,"title":200,"source":201,"logo":32,"time":181},826731,"Meta shares slide as investors weigh Big Tech's AI spending spree","https://www.bbc.co.uk/news/articles/crkpd4r2y7eo",{"id":203,"title":204,"source":205,"logo":21,"time":158},826730,"Meta Q1 Review: The Market Has Lost Its Mind (NASDAQ:META)","https://seekingalpha.com/article/4896174-meta-q1-review-the-market-has-lost-its-mind",{"id":207,"title":208,"source":209,"logo":29,"time":210},826733,"Meta’s Reality Labs lost over $4 billion in first quarter","https://www.cnbc.com/2026/04/29/metas-reality-labs-lost-over-4-billion-in-first-quarter.html","19H AGO",{"id":212,"title":213,"source":214,"logo":39,"time":215},826732,"Facebook (META) Reality Labs lost $4.028 billion in Q1 2026","https://www.shacknews.com/article/148913/facebook-meta-reality-labs-q1-2026","18H AGO",{"id":217,"title":218,"source":219,"logo":10,"time":130},829448,"Meta stock sinks after raising full-year forecast on AI spend","https://finance.yahoo.com/video/meta-stock-sinks-after-raising-full-year-forecast-on-ai-spend-132622673.html",{"id":221,"title":222,"source":223,"logo":38,"time":210},826734,"Meta Shares Plunge on Rising Concerns Over AI Spending Spree","https://www.bloomberg.com/news/articles/2026-04-29/meta-raises-outlook-for-capital-spending-in-2026-shares-slide",{"id":225,"title":226,"source":227,"logo":50,"time":228},827383,"Meta Lags Rival Hyperscalers as Investors Grow Wary of Surging CapEx","https://www.thedailyupside.com/technology/artificial-intelligence/metas-revenue-is-soaring-but-its-rising-capex-is-making-investors-cautious/","11H AGO",{"id":230,"title":231,"source":232,"logo":27,"time":130},829320,"Facebook and Instagram losing users, with signs pointing to low-quality feeds","https://9to5mac.com/2026/04/30/facebook-and-instagram-losing-users-with-signs-pointing-to-low-quality-feeds/",{"id":234,"title":85,"source":235,"logo":35,"time":87},829441,"https://finance.yahoo.com/markets/stocks/articles/meta-ceo-mark-zuckerberg-just-142700185.html",{"id":237,"title":238,"source":239,"logo":37,"time":240},827382,"Meta forecasts Q2 2026 revenue of $58B to $61B while raising 2026 capex to $125B-$145B","https://www.msn.com/en-us/money/companies/meta-forecasts-q2-2026-revenue-of-58b-to-61b-while-raising-2026-capex-to-125b-145b/ar-AA223FZq?ocid=finance-verthp-feeds","10H AGO",{"id":242,"title":243,"source":244,"logo":45,"time":130},829321,"Why Meta Stock Is Down Today and Why RBC Says ‘There’s Still Much to Like’","https://www.tipranks.com/news/why-meta-stock-is-down-today-and-why-rbc-says-theres-still-much-to-like",{"id":246,"title":247,"source":248,"logo":28,"time":249},829420,"Meta Needs to Stop Spending as If It’s a Cloud Giant","https://www.bloomberg.com/opinion/articles/2026-04-30/meta-needs-to-stop-spending-like-cloud-giants-google-amazon-and-microsoft","3H AGO",{"id":251,"title":252,"source":253,"logo":42,"time":87},829442,"Meta tanks 10%, Alphabet climbs 5% as each company raises capex spend","https://www.cnbc.com/2026/04/30/alphabet-meta-stock-ai-capex-spend.html",{"id":255,"title":256,"source":257,"logo":48,"time":181},827385,"Meta's full-year CapEx forecast: The bull vs. bear case","https://www.aol.com/finance/metas-full-capex-forecast-bull-213340934.html",{"id":259,"title":260,"source":261,"logo":5,"time":158},827384,"Meta Q1 2026 slides: 33% revenue surge driven by ad momentum","https://www.investing.com/news/company-news/meta-q1-2026-slides-33-revenue-surge-driven-by-ad-momentum-93CH-4647470",{"id":263,"title":264,"source":265,"logo":5,"time":215},827386,"Meta shares drop as Zuckerberg plans $145bn AI spending spree","https://www.telegraph.co.uk/business/2026/04/29/meta-shares-drop-zuckerberg-plans-ai-spending-spree/",{"id":267,"title":268,"source":269,"logo":25,"time":158},829322,"Meta beats revenue expectations and boosts capital spending forecast for 2026","https://apnews.com/article/meta-earnings-zuckerberg-ai-profit-ff680fbd0cfad7319fd19a68a33200ee",{"id":271,"title":272,"source":273,"logo":34,"time":249},829421,"META Stock On Track For Worst Single Day Decline In 6 Months — Wall Street Debates Rising AI Capex Versus Strong Ad Growth","https://stocktwits.com/news-articles/markets/equity/meta-stock-worst-single-day-decline-6-months-q1-earnings-wall-street/cZBMJuCRe4g",{"id":275,"title":276,"source":277,"logo":16,"time":249},829422,"Meta Platforms Trades At The Lowest Multiple Among Mag 7 Stocks (NASDAQ:META)","https://seekingalpha.com/article/4896340-meta-platforms-stock-q1-trades-at-lowest-multiple-among-mag-7-stock","#d15985ff","#d159854d",1777577464312]