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Meta Trails Google as AI Spending Worries Big Investors

2026-07-07 15:03:19

Meta stock has fallen about 10% in 2026 as big investors sell shares amid concern over its planned $125B–$145B spending. Google is drawing stronger buying signals because Google already has a profitable cloud business tied to AI demand. Meta reports second-quarter earnings on July 29, with analysts expecting roughly $60 billion in revenue.

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