Meta Q3 earnings updates: Investors want updates on AI and capex, with the stock up 28% in 2025

Group 1 - The core focus of the upcoming third-quarter report for Meta is its AI ambitions, which are central to Wall Street's interest in the company [1] - Wall Street anticipates Meta's revenue to be $49.5 billion, with particular interest in updates regarding capital expenditures and AI monetization strategies [1] - Meta has recently made a significant investment of $14 billion in Scale AI, aiming to achieve AI "superintelligence" [1] Group 2 - Analysts on Wall Street maintain a positive outlook on Meta, expecting favorable updates on AI development, advertising spending, Instagram Reels, and device performance [1]