Meta Posts Fastest Revenue Growth Since 2021. The Stock Is Sliding Anyway. - Investor's Business Daily
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- Meta posted its fastest revenue growth since 2021, yet its share price fell after Q1 earnings.
- Meta lifted its 2026 AI spending outlook to $125‑$145 billion.
- Iran's internet disruptions cut Meta's user numbers, contributing to the stock decline.
- Microsoft is seeing a short‑term stock bounce as Azure growth fuels optimism.
- Google continues to roll out Gemini AI across Chrome and other products, intensifying competition for Meta's AI ambitions.
Why it matters: Meta shareholders lose as the stock dips despite revenue gains, while Meta’s AI budget surge to $125‑$145 bn means higher R&D costs and intensifies competition with Google and Microsoft, potentially reshaping ad‑tech margins.
