In this articleMETAOCAAPLwatch nowAs Meta tries to rapidly construct massive data centers to keep pace with the artificial intelligence craze, it's turning to a 175-year-old glass manufacturer for help.Meta has committed to paying Corning up to $6 billion through 2030 for fiber-optic cable in its AI data centers, Corning CEO Wendell Weeks told CNBC in an exclusive interview about the deal from a cable factory in Hickory, North Carolina.Corning is expanding the facility to accommodate growing demand from Met ...

Group 1: Meta Platforms Subscription Plans - Meta Platforms plans to introduce premium subscription models for its apps, including Instagram, Facebook, and WhatsApp, aimed at enhancing user productivity and creativity through additional features and AI capabilities [4][5] - The new subscription offerings will be distinct from the existing Meta Verified product, which provides content creators and businesses with a verified badge and 24/7 support [5] - Meta intends to gather user feedback during the rollout of these subscription plans in the upcoming months [5] Group 2: Industry Developments - The announcement of Meta's subscription plans comes amid other significant industry news, including President Trump's decision to raise tariffs on South Korean goods from 15% to 25% [6] - Twin Hospitality Group and FAT Brands have filed for Chapter 11 bankruptcy, with both companies expecting their restaurants to continue operating during the bankruptcy process [7][8]

By Aditya Soni Jan 27 (Reuters) - Microsoft and Meta will kick off Big Tech earnings this week under pressure to prove that their costly bets on artificial intelligence can power another year of strong growth as a resurgent Alphabet takes the lead in the high-stakes ​race. The companies, along with Amazon, are expected to lift their AI spending by 30% to more than $500 billion this year, an unprecedented outlay ‌that will sharpen investor scrutiny. Doubts have deepened whether Microsoft has squandered ...

U.S. stock futures are presenting a mixed picture this Tuesday, January 27, 2026, as investors navigate a busy week dominated by corporate earnings reports, a crucial Federal Reserve policy meeting, and fresh geopolitical developments. While technology-focused futures show upward momentum, broader market indicators suggest a more cautious approach in premarket trading.Premarket Activity and Index FuturesAs of early Tuesday, premarket trading indicates a divergence among the major U.S. indexes. Nasdaq 100 fu ...

Core Insights - 2026 is expected to see continued significant spending on artificial intelligence infrastructure by major tech companies, following a substantial increase in 2025 [1][2] - The earnings season for major tech firms will provide insights into their spending plans and expected profitability from AI investments [2][3] Group 1: Capital Expenditures - The four hyperscalers—Microsoft, Meta, Alphabet, and Amazon—are projected to increase capital expenditures to over $470 billion in 2026, up from approximately $350 billion in 2025 [3] - Meta has raised its capital expenditure guidance for 2025 to between $70 billion and $72 billion, with analysts forecasting nearly 57% growth in 2026 to over $110 billion [18][19] - Amazon's capital expenditure forecast for 2026 has been increased to $125 billion, with analysts expecting it to grow to $146 billion [25][26] Group 2: Company-Specific Developments - Microsoft is under pressure to control costs while expanding its Azure cloud unit, with capital expenditures expected to rise to $98.8 billion this fiscal year [11][12] - Meta's AI investments have raised concerns among investors due to its reliance on digital advertising for revenue, especially after a failed product launch [16][17] - Apple is focusing on a partnership with Google for its Siri overhaul, while also monitoring its capital expenditure costs and potential iPhone sales growth [21][24] Group 3: Market Dynamics - OpenAI's commitments have reached $1.4 trillion, necessitating ongoing fundraising to support its plans, which are closely tied to the broader tech industry [6][7] - Alphabet has increased its capital expenditure forecast for 2025 to a range of $91 billion to $93 billion, with expectations of over $115 billion in 2026 [30] - Tesla's automotive deliveries fell by 8.6% in 2025, and investors are keen to see updates on its core automotive and energy sales, as well as future growth from new ventures [35][36]

Market Analysis by covering: Natural Gas Futures, Enbridge Inc. Read 's Market Analysis on Investing.com ...

作者 Markit，内容为转载编译，仅为呈现不同市场观点与研究视角，并不意味着本公众号对 文中观点结论认可。 为了支撑生成式 AI 业务，科技巨头们对技术基建的投入需求越来越大，这也让市场对它们 2026 年的资本开支预期持续走高。 从Meta、Alphabet、亚马逊、苹果和微软这五家公司的整体市场一致预期数据来看， 2025 年它们的资本开支规模同比大增超 450 亿美元，达到 3830 亿美元；到了 2026 年，市场预 计这一数字还会再涨超 1000 亿美元，逼近 5000 亿美元大关。 资本开支的猛增已经引发了一些担忧，因为它的增速很可能会超过公司营收的增长。 【如需和我们交流可扫码添加进社群】 | | | | | | | 2019 - | 2023 = 2019 = | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Meta Platforms 2019 2020 2021 | 2022 | 2023 | 2024 | 2025 | 2026E | 2022 | 2026 | 2026 | | Revenue ($M) 70 ...

Financial markets are up as the first U.S. Federal Open Market Committee meeting of the year gets underway on Jan. 27 and 28. Investors are also closely watching multiple earnings reports from major tech companies. The Fed’s interest rate decision, which is widely expected to remain unchanged, is likely to have a notable impact on financial markets, including cryptocurrencies, according to Yahoo Finance. Interest rates affect borrowing costs for both companies and consumers. If the Fed signals lower ra ...

Bitcoin Rises on Optimism Over Upcoming Big Tech EarningsCONCLUDED[Stock Market News From Jan. 27, 2026: S&P 500 Hits Closing High]Last Updated:---15 hours ago# Bitcoin Rises on Optimism Over Upcoming Big Tech EarningsByRenae Dyer, Dow Jones NewswiresBitcoin was edging higher following gains in U.S. stocks overnight on optimism over upcoming U.S. megacap tech earnings.Investors are positioning ahead of results from Microsoft, Apple, Meta and Tesla this week."The spotlight now shifts to whether the AI-fuelle ...

Core Insights - Meta Platforms has seen a 14% increase in ad impressions and a 10% rise in average ad prices due to heightened advertiser demand driven by improved ad performance [1] - The company is recognized as a leading player in digital advertising, leveraging artificial intelligence to enhance user engagement and advertising conversion rates [2] - Meta owns three of the four most popular social media platforms, collectively reaching 3.5 billion users daily, which strengthens its position in the adtech market [3] Financial Performance - Meta's stock currently trades at $658, with a median target price of $820 from analysts, indicating a potential upside of 25% [4] - The company's earnings are projected to grow at an annual rate of 18% over the next three years, with a current price-to-earnings ratio of 29 [8] Market Trends - The Nasdaq Composite has entered a bull market, with historical trends suggesting a potential 98% increase in the index over the first two years [6][7] - Meta's investments in AI are expected to further enhance ad performance and demand, particularly with plans to automate ad creation and targeting by 2026 [8] Competitive Landscape - Meta's scale and network effects in social media create a competitive advantage, making it the second-largest adtech company [3] - The company is well-positioned to capitalize on the growing demand for digital advertising, especially as it continues to innovate with AI technologies [2][8]