Meta: My $111B CapEx Estimate For 2026, And Why Overbuild Fears Are Overstated - Stock Watch Index

Meta: My $111B CapEx Estimate For 2026, And Why Overbuild Fears Are Overstated

January 7, 2026

After the $40B in non-cancelable third-party commitments, Meta has $121B in non-cancelable commitments. Read why META stock is a Strong Buy.

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