Amazon is projected to have over $200 billion in capex spending.
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META STOCK IS CRASHING AFTER EARNINGS! (Buy The Dip?)
DividendologyApr 30, 2026
The creator discusses Meta's stock performance after earnings, noting a significant sell-off despite strong revenue and EPS beats. While Meta's capex spending is lower than peers like Amazon, Google, and Microsoft, the creator highlights that Meta's capex as a percentage of revenue is a concern, especially after a recent increase in projected spending. The video questions whether the current dip presents a buying opportunity.
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Google is expected to spend around $180-190 billion on capex by 2026.
Microsoft has significant capex spending planned, around $190 billion by 2026.
Caterpillar, described as an accidental AI stock, is up nearly 190% in the last year.
Altra Group (MO) is a high yielder that has also performed well, up 22% in the last year.
Texas Instruments has seen a significant surge of 75% in the last year.
Meta's stock is down significantly after earnings, presenting a potential buy-the-dip opportunity despite increased capex concerns.
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