$Meta Platforms, Inc.(META)$ M

$Meta Platforms, Inc.(META)$ Meta popped 5% after hours to $733 despite a headline EPS miss ($3.83 vs $5.89 est).

The miss was entirely due to a ~$10B settlement charge with U.S. State AGs. Without that one-time hit, normalized EPS was around $7.40, easily beating consensus by a wide margin.

Key highlights:

Revenue: $64.6B vs $63.4B estimate (Ad revenue +26% YoY)

Q4 Revenue Guidance: $75B vs $74B estimate

FY26 CapEx: Raised to $140B vs $138B estimate

This is a meaningful signal for the AI ecosystem. Even with major legal expenses pushing quarterly free cash flow negative (-$2.1B), Meta raised CapEx to $140B. They are not stepping back on compute buildout.

That sustained commitment is driving an after-hours lift across AI tech and semi names, confirming hyperscaler infrastructure demand remains solid. Core execution is funding the AI buildout.

$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $Marvell Technology(MRVL)$

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