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Meta raised capex and opex guidance, sharpening investor focus on higher spending. Ivana Delevska says the bigger surprise was what management did not address,

BWB News TV • 2026-07-30 18:46 UTC • By Billy Odell Tucker-Robinson
Meta raised capex and opex guidance, sharpening investor focus on higher spending. Ivana Delevska says the bigger surprise was what management did not address,
Meta raised capex and opex guidance, sharpening investor focus on higher spending. Ivana Delevska says the bigger surprise was what management did not address, raising fresh questions for the broader AI value chain.
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