Meta's Story Just Flipped From CapEx Cycle To AI Profit Cycle

Meta’s Story Just Flipped From CapEx Cycle To AI Profit Cycle

January 31, 2026

Meta Q4 shows an AI narrative shift with ad price lift and CapEx fears priced in; watch margin compression. Click here to read my most recent analysis.

Search

RECENT PRESS RELEASES

Meta Platforms Could Do the Unthinkable to Google This Year

SWI Editorial Staff2026-02-01T00:40:33-08:00February 1, 2026|

Undercover investigation of Meta heads to trial in New Mexico in first stand-alone case by

SWI Editorial Staff2026-02-01T00:39:37-08:00February 1, 2026|

Undercover investigation of Meta heads to trial in New Mexico in first stand-alone case by

SWI Editorial Staff2026-02-01T00:38:34-08:00February 1, 2026|

This Nearly 4%-Yielding Energy Stock Delivered Powerful Growth in 2025 With More to Come i

SWI Editorial Staff2026-01-31T23:38:10-08:00January 31, 2026|

Bitcoin Is Dropping Fast—Here’s Why It Dropped Below $78,000

SWI Editorial Staff2026-01-31T23:37:21-08:00January 31, 2026|

The price of Bitcoin has fallen to its lowest level since the tariff shock last year, once

SWI Editorial Staff2026-01-31T23:36:31-08:00January 31, 2026|