Meta Earnings Draw Scrutiny After Last Week’s Chip Stock Slide

Meta’s earnings this week could test investors’ confidence in artificial intelligence spending after chip stocks fell sharply last week, bringing profit growth and the cost of financing new projects into focus. The chip stock decline has sharpened attention on companies tied to AI. Investors are watching whether those businesses can sustain rapid earnings growth while continuing to fund large projects. U.S. stocks are also looking to recover some of the ground lost last week. Meta expects capital spending of $130 billion to $145 billion in 2026 as it expands its AI infrastructure. Its AI spending plans have put greater focus on what that investment will deliver. Financing adds another concern.

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