Meta collapses on the stock markets after anticipating a notable increase in spending in 2026

Meta is not slowing down the pace in the area of ​​artificial intelligence (AI) and appears to be preparing to further accelerate the pace of investments in this field of activity. The parent company of Instagram and Facebook, which presented its latest quarterly results yesterday, announced yesterday that expected to finish in 2025 with a global investment (capex) of 72,000 million dollars and also anticipated a considerable increase in spending for next year (although without putting any specific data on the table).

In conversation with analysts Mark Zuckerberg, CEO and founder of Meta, insisted yesterday that the company he leads aspired to lead the AI ​​industry from a computing power point of view. And to achieve this ambitious goal, the company says it is “aggressively” expanding the capacity of its data centers to anticipate the dramatic rise in demand overlapping the rise of AI.

Investors did not seem convinced, however, by Zuckerberg’s explanations. And consequently Meta securities plummeted almost 8% yesterday in the stock markets, falling below the threshold of 700 dollars. Before reporting results for the latest quarter, Meta’s stock was valued at approximately $760. However, and despite the doubts that Meta’s large expenses in the field of AI seem to inspire among investors, the truth is that the company led by Mark Zuckerberg has increased its stock market value by 25% since the beginning of this year.

Meta’s profits collapsed by 83% in the third quarter of the year

Meta’s booming advertising business (which does not show signs of weakness in any way) is providing the company with the financial resources necessary to cover the expensive expansion of its data centers. Between July and September 2025, Meta’s turnover registered a year-on-year growth of 26% to reach $51.24 billion.

Every day at least one of the platforms that are part of Meta is visited by 3.54 billion users around the world. Facebook, Instagram and WhatsApp are part of the Meta constellationamong other platforms.

In the last quarter, the profits reaped by Meta suffered significantly and sank 83% to 2,709 million dollars as a consequence of adjustments in their accounts directly related to the controversial tax reform approved by Donald Trump this summer. This reform translated for Meta into a tax burden of $15.93 billion that ended up considerably reducing the company’s profits in the third quarter of the year.