Meta Platforms Inc Class A (META)
Meta: My $111B CapEx Estimate For 2026, And Why Overbuild Fears Are Overstated
My model estimates Meta's 2026 CapEx at $106–$119B, with a base case of $111B. Furthermore, after the $40B in non-cancelable third-party commitments, the company has $121B in non-cancelable commitments. Based on the figures above, I understand the skepticism, especially since Meta doesn't have a cloud business like the other hyperscalers.
Meta's Manus news is getting different receptions in Washington and Beijing
Meta's $2 billion acquisition of AI assistant platform Manus is unsurprisingly caught in a regulatory tug-of-war — but not because of U.S. regulators. They appear assured that the deal is legitimate despite earlier misgivings about Benchmark's investment in Manus.
China reviews Meta's purchase of AI startup Manus, FT reports
Chinese officials are reviewing Meta's $2 billion acquisition of artificial intelligence startup Manus for possible technology control violations, the Financial Times reported on Tuesday, citing two people familiar with the matter.
Meta Hits Pause on a Key Plan for Ray-Ban Display Glasses
Still, it unveiled new features for the augmented reality glasses at CES 2026.
Meta: Recent Pullback Is Your New Year's Gift
Meta Platforms, Inc.'s recent pullback makes the valuation more attractive than it used to be - lower price for higher earnings. META's forward P/E has compressed to ~21.5x, while revenue and operating margins remain robust, indicating unjustified downward pressure. AI integration and the pending Manus acquisition are expected to drive user engagement, monetization, and further product innovation.
Meta says it can't make its Ray-Ban Displays fast enough — and it's hitting pause on a wider rollout
Meta says there's high demand for its Ray-Ban Display glasses, with waitlists extending into 2026. Meta said Tuesday that it's pausing on a wider expansion due to supply shortages.
Meta Pauses International Smartglasses Launch
Meta is pushing back the worldwide launch of its smartglasses amid steep U.S. demand. “Meta Ray-Ban Display is a first-of-its-kind product with extremely limited inventory,” the company wrote on its blog Tuesday (Jan. 6).
Meta delays international launch of Ray-Ban display glasses due to US demand
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is hitting pause on its plans to roll out its Ray-Ban Display smart glasses outside the US, citing “unprecedented demand and limited inventory,” the company said on Tuesday. The social media and technology giant had aimed to launch the glasses in France, Italy, Canada, and the UK in early 2026, but international customers will now have to wait.
Will Meta Platforms Be the Sleeper AI Winner in 2026?
Meta Platforms ( NASDAQ:META ) started off 2025 strong, posting 16% revenue growth in the first quarter to $42.3 billion.
Meta pauses international expansion of its Ray-Ban Display glasses
Meta is pausing its plans to sell its Ray-Ban Display glasses outside the U.S. due to “unprecedented demand and limited supply,” the company said on Tuesday. Meta had originally planned to launch the glasses in France, Italy, Canada, and the U.K. in early 2026.
Meta delays Ray-Ban Display glasses global rollout due to inventory limits, U.S. demand
Meta Platforms said it's delaying the international rollout of Ray-Ban Display AI glasses because of limited inventories and strong U.S. demand. Meta planned to launch its Ray-Ban Display glasses in the U.K., France, Italy and Canada early this year.
Meta Pauses European Rollout of Smart Ray-Bans as Americans Lap Up Supply
The Ray-Ban Display smartglasses, developed in partnership with Franco-Italian eyewear group EssilorLuxottica, had been planned to be made available for sale in Canada, France, the U.K. and Italy early this year.
