Meta’s AI spending spree has even the most bullish stock analysts wondering: How much capex is too much?
Fastcompany·2025-11-19 00:05LOGIN SUBSCRIBE | FastCo Works advertisement BYÂ Sam Becker Listen to this ArticleMore info 0:00 / 0:00 Meta Platforms has been spending too aggressively on artificial intelligence (AI) infrastructure and that will affect the tech giant's profitability, according to a new investor note from Wall Street analyst firm MoffettNathanson. MoffettNathanson has been a staunch defender of the Facebook and Instagram parent company, even when its shares have dipped in the past. But on Tuesday, analysts at the firm wro ...