Post
taishiro
Show original
Meta’s 2026 capex forecast now sits at $135B to $145B, while Q3 free cash flow turned negative by $2.12B. That changes the conversation around how aggressively these companies can fund the AI race.
The technology can succeed, and the investment thesis can still disappoint if capital costs rise faster than returns.
For me, this is where the next phase of the AI trade gets decided: execution, cash flow, and monetization, not just spending announcements.
$SPCX $META
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,251.6+0.00%
ETH/USDTEthereum
$2,029.4+0.00%
SOL/USDTSolana
$82.49+0.00%
Today’s market buzz
1#USCPIAboveExpectations
2#SP500StrongRebound
3#USIranNewPeaceProposal
