AI Capex

Meta Q3: Revenue Up 26%, Capex Range Raised, and Margins Halve

Meta Q3: Revenue Up 26%, Capex Range Raised, and Margins Halve

Walid Wahba

October 22, 2026

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Rising bar chart over a pink, violet and teal aurora gradient with the text $130-145B 2026 capex guidance

Meta’s Earnings Test: $130-145B of AI Capex and a $10B Legal Charge

Meta’s Earnings Test: $130-145B of AI Capex and a $10B Legal Charge

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