Meta Platforms Stock Surges on AI-Driven Earnings Beat and Bold Capex Plans
Meta Platforms (META) shares rallied 10% post-market as Q4 earnings crushed expectations, with EPS hitting $8.88 against an $8.16 forecast. Revenue reached $59.9 billion, surpassing the $58.4 billion consensus. The surge reflects Wall Street's appetite for Zuckerberg's aggressive $115-135 billion 2026 capex guidance—a near-doubling from 2025's $72.22 billion spend.
'We're seeing agents really work,' Zuckerberg declared, citing 3.5 billion daily active users and 'AI-driven performance gains.' His forecast of a 'major AI acceleration' in 2026 electrified investors, with analysts unanimously maintaining Buy ratings.
The tech giant's bullish outlook mirrors crypto market dynamics, where AI-focused tokens like AGI, FET, and OCEAN have rallied on similar infrastructure bets. Meta's pivot mirrors Web3's convergence of AI and decentralized networks—a trend fueling altcoins from GRT (data indexing) to RNDR (distributed GPU power).
