Takeaway Meta’s core ad business is still strong. AI is already helping user engagement, ad delivery and conversion. The main debate is whether this can justify a 2026 capex budget of US$125–145 billion. The bull case is clear: better recommendations, stronger ad tools and higher GPU use can support growth. The bear case is also valid: external AI services may face falling prices, high competition and weak returns. For Q2, the key numbers are ad impressions, ad pricing, operating margin, capex and free cash flow. $Meta Platforms, Inc.(META)$ will report Q2 2026 results after market close on 29 July. Market estimates point to revenue of about US$60.2 billion, close to the top end of management’s US$58–61 billion guidance. Revenue gr
2026 Outlook: Lock In Your Investment Goal with a Time Capsule
As we step into 2026, it’s time to pause, reflect, and look ahead. Join our Investment Time Capsule event and record your expectations for the year to come — a snapshot of your market views, convictions, and goals that you’ll revisit one year from now. Share your outlook by answering the four time capsule questions below and see how your predictions stack up when 2026 comes to a close. 1. The sector or stock I’m most optimistic about in 2026 is ____, because ____. 2. My three trading rules are ____, because ____. 3. My investment return target for 2026 is ____.
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