Meta expects its 2026 capex to be $135B-$145B, vs. $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ after hours (Riley Griffin/Bloomberg)

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<a href="https://www.bloomberg.com/news/articles/2026-10-21/meta-boosts-bet-on-ai-with-new-spending-outlook-stock-offering?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc5MjYxNDI3NiwiZXhwIjoxNzkzMjE5MDc2LCJhcnRpY2xlSWQiOiJUTjZESlZUOU5KTFMwMCIsImJjb25uZWN0SWQiOiI4OUM4OTNDMDhGOTQ0NThDQkQwQTQyREY1RDFCOTY0QyJ9.q9Qa14j48qtAHKu_qndGn-NfmTTT6GH40NNt8Ryh-C4"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/261021/i50.jpg" vspace="4" /></a>
<p><a href="https://www.techmeme.com/261021/p50#a261021p50" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Riley Griffin / <a href="https://www.bloomberg.com/">Bloomberg</a>:<br />
<span style="font-size: 1.3em;"><b><a href="https://www.bloomberg.com/news/articles/2026-10-21/meta-boosts-bet-on-ai-with-new-spending-outlook-stock-offering?accessToken=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzb3VyY2UiOiJTdWJzY3JpYmVyR2lmdGVkQXJ0aWNsZSIsImlhdCI6MTc5MjYxNDI3NiwiZXhwIjoxNzkzMjE5MDc2LCJhcnRpY2xlSWQiOiJUTjZESlZUOU5KTFMwMCIsImJjb25uZWN0SWQiOiI4OUM4OTNDMDhGOTQ0NThDQkQwQTQyREY1RDFCOTY0QyJ9.q9Qa14j48qtAHKu_qndGn-NfmTTT6GH40NNt8Ryh-C4">Meta expects its 2026 capex to be $135B-$145B, vs. $130B-$145B previously, and forecasts Q4 revenue of $73B-$76B, vs. $73.6B est.; META jumps 3%+ after hours</a></b></span>&nbsp; &mdash;&nbsp; The Takeaways From Meta's Earnings and AI Spending Plans&nbsp; &mdash;&nbsp; Video Player is loading.&nbsp; &mdash;&nbsp; Unmute&nbsp; &mdash;&nbsp; Current Time 0:01 Loaded: 16.14% Playback Rate</p>

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