Microsoft And Meta Earnings Previews

The strong growth in investing in technology infrastructure to support AI has been a focus the past year and is projected to expand this year and next. For 2026, consensus year-over-year CapEx is expected to increase by almost $300 billion from $384 billion to $682 billion. Will Microsoft and Meta Platforms maintain their capex guidance this year?

The strong growth in investing in technology infrastructure to support AI has been a focus the past year and is projected to expand this year and next.