AI Capex, Analyst Targets, and the 2026 Debate

Meta Platforms, Inc. (NASDAQ: META) stock is heading into the final stretch of 2025 with a familiar tug-of-war: strong advertising momentum and new AI-driven product bets on one side, and intensifying infrastructure spending (and the accounting, regulatory, and legal scrutiny that comes with it) on the other.

In early trading on Tuesday, December 23, 2025, Meta shares hovered around $661—a level that keeps the stock in the spotlight as investors weigh the company’s accelerating AI buildout and what it could mean for margins and free cash flow in 2026. [1]

Below is a comprehensive, publication-ready roundup of today’s META stock headlines, the latest forecasts, and the most important analyses shaping sentiment as the market looks…

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