As Meta Doubles Down on Data Center Investment, AMD and American Tower Could Be the Top Stocks to Buy

Meta Platforms (META) CEO Mark Zuckerberg has been very clear about where the company is heading. In January, he unveiled "Meta Compute", a broad plan to build Meta’s future around large-scale AI infrastructure, purpose-built data centers, and dedicated power capacity. The company put serious numbers behind that plan, guiding for $115 billion to $135 billion in capital expenditure in 2026, nearly double the $72.2 billion it spent in 2025, with most of that spending aimed at building data centers and buyin ...