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Meta, Microsoft, Alphabet and Amazon revise 2026 capital spending plans

NewsFeeds update

Meta, Microsoft, Alphabet and Amazon updated their 2026 capital expenditure guidance in the third quarter, with combined spending now set to reach as much as $740bn, up from $456bn in 2025. Meta raised its full-year lower bound to $135bn-$145bn, while Microsoft cut its figure to $170bn, citing an accounting change.

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