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Meta Surges 10%: AI Spending Soars, But the Profit Machine Holds

Strong ad growth funds aggressive AI investments and investors are buying the story

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Attila
May 04, 2026
∙ Paid
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Estimated reading time: 6 minutes

Meta Platforms delivered a standout quarter, combining strong revenue growth with continued heavy investment in AI and infrastructure.

Expenses surged. Capex is set to explode.

Yet profitability held firm and the stock jumped 10%.

The key question: can Meta keep funding its AI ambitions without breaking …

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