Back to today’s briefing

Story perspectives

Meta's Aggressive AI Spending Sparks Stock Sell-Off Despite Revenue Surge

11/18/2025

49 6

Summary

Story summary

Meta Platforms, Inc. faced a stock sell-off after investors questioned its aggressive AI spending.
Meta reported Q3 revenue up 26% to $51.2 billion, even as 2025 capex guidance reached $70–$72 billion.
The 2024 capital expenditures were $39.2 billion, underscoring the larger planned investment.
Meta is pursuing smart glasses to dominate a growing market, while analysts project a 40% stock rise in the next year.

1 of 1

Story summary

Meta Platforms, Inc. faced a stock sell-off after investors questioned its aggressive AI spending.
Meta reported Q3 revenue up 26% to $51.2 billion, even as 2025 capex guidance reached $70–$72 billion.
The 2024 capital expenditures were $39.2 billion, underscoring the larger planned investment.
Meta is pursuing smart glasses to dominate a growing market, while analysts project a 40% stock rise in the next year.