Meta Platforms’ projected 2026 capex of $125 billion to $145 billion is backed by $55 billion in Q1 ad revenue.
An analyst argues Meta Platforms remains a stronger long-term hold than Micron Technology, despite MU’s 712% one-year gain. META’s 440% 10-year return is highlighted as “real money” compared to Micron’s recent rally.
Meta’s shares rose 5.71% intraday on July 10, while Micron has become a key player in the AI-driven memory market. Analysts project META’s 2026 capital expenditure between $125 billion and $145 billion, funded by $55 billion in Q1 ad revenue.
The comparison comes as META trails broader market returns over the past year but has gained 8.12% in the last month, reflecting shifting sentiment toward its AI infrastructure investments.