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Home Market Outlook Today's Market Summary Meta Platforms, Inc. delivered 26% YoY revenue growth, beat Q3 estimates, and guided Q4 above consensus, underscoring robust AI-driven ad demand. META's CapEx surged 80% YoY to $34.9B in Q3 and is now guided at $135–145B for 2026, signaling continued aggressive AI investment. Tesla's CapEx cut is not a reliable AI demand signal; its spending shift reflects capital management, not a slowdown in AI buildout.
Despite negative free cash flow and rising debt at META, persistent high CapEx and growing third-party AI spend suggest ongoing AI demand strength. asbe/iStock via Getty Images Introduction Yesterday, two of the most-watched companies in the market reported their Q3 2026 earnings on the same evening, Meta Platforms, Inc. ( META ) and Tesla, Inc. ( TSLA ). Meta grew revenue 26% YoY 7.9K Followers Analyst’s Disclosure: I/we have a beneficial long position in the shares of VOO, SPY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.
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Source: Seeking Alpha
