Meta is up against a wall of AI pessimism heading into earnings
Reported by MarketWatch · marketwatch.com · July 28, 2026
Following Alphabet’s earnings last week, investors will be closely scrutinizing Meta’s AI spending.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $GOOGL +0.94%, $META +1.66%
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