META vs MSFT
AI-powered side-by-side analysis. Updated every 2 hours.
Meta down 33% but executes: $200B revenue, $135B capex, Arm AGI locked
- • Stock down 33% from 52-week high of $796.25 to ~$530 as of March 27, 2026
- • 2026 capex guidance $115–$135 billion; AI-related debt surge totals $140 billion
- • Arm Holdings cemented Meta as launch partner for 136-core AGI CPU targeting $15 billion annual sales in 5 years
Down 34% from peak, capex bet remains unproven
- • Down 34% from 52-week high to $344.79; trades $245 below consensus target of $590
- • Azure growth accelerated to 39% YoY; Microsoft Cloud revenue +26% to $51.5B
- • Projected $650B+ annual capex across big tech on backdrop of higher rates and persistent inflation
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