July 29, 2026·Neutral·institutional

Meta Raises 2026 Capex Guidance to $165-169B

Meta raised its 2026 capital expenditure guidance to $165-169 billion, up from the $125-145 billion range provided in Q1 2026. The updated guidance, released in the Q2 2026 report, is an upward revision from the initial $115-135 billion forecast in late 2025.

Detected & updated continuously · Source: Nebula

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@BeenThereCap

$META 2026 capex guidance: 4Q25 release: $115-135 billion 1Q26 release: $125-145 billion 2Q26 release (just now): $165-169 billion The new guidance raise will somehow be spun as negative for AI infrastructure stocks.