Meta Platforms (META) just delivered its strongest sales growth since 2021, with Q1 2026 revenue up 33% year-over-year (YOY) to $56.3 billion, but the stock still fell 8% after management raised its 2026 CapEx spending plans to a steep $125 billion–$145 billion to build out new AI infrastructure and “Superintelligence Labs.”
At the same time, China blocked Meta’s planned $2 billion purchase of Manus, and the company is dealing with legal and regulatory battles in the U.S., from a child‑safety fight in New Mexico to new Senate efforts to limit how chatbots interact with minors.
