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The Motley FoolThe Motley Fool··Adria Cimino

Meta's Path to $800: AI Spending Gamble Could Unlock 21% Upside

Meta stock at $660 could reach $800 amid strong fundamentals and AI ambitions, but gains depend on convincing investors AI spending will generate adequate returns.
METAearnings growthartificial intelligence
Investing.comInvesting.com··Jeffrey Neal Johnson

Meta and Nvidia Forge Expanded Partnership on AI Infrastructure

Meta and Nvidia expand AI partnership, with Meta deploying millions of Blackwell GPUs while increasing 2026 capital spending to $115-135 billion for AI infrastructure.
NVDAMETAdata centercapital expenditure