Meta Platforms will publish its second quarter 2026 results on July 29. The company faces growing investor skepticism over its AI infrastructure spending plan, which could reach $145 billion in 2026, up from $72 billion in 2025, nearly doubling. Despite 33% year-over-year revenue growth in Q1 and projected operating margins of 40%, the stock has declined approximately 10% year-to-date. Analysts are waiting for concrete signals on AI feature monetization across its platforms and free cash flow to justify these massive investments.
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