Source trace. Via News points to the documents behind its reporting and shows what we drew from each — so you can check any claim. How we source

Source document· May 19, 2026

The Spill: Meta’s (META) $145 Billion Bet on Superintelligence

“Gross margin sits at 81.9%, with operating margin at 41.2%. Both are near five-year highs.”

Verbatim excerpt from the source · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

Meta's 2026 capex range of $125–$145 billion is nearly double the $72.2 billion it spent in 2025
60% confidence
Muse Spark is the start of Meta's push to deliver personal superintelligence to billions of people
60% confidence
After Meta's Q1 2026 earnings print, Meta captured nearly 50% more searches than Alphabet among financial professionals, according to TrackStar data
60% confidence
The increase in 2026 capex guidance was driven by higher memory pricing and additional data center capacity requirements for future years
60% confidence
The central investor question is not whether Meta's ad business is healthy, but whether Zuckerberg's AI spending spree pays off before investors lose patience
60% confidence

Meta Platforms · operating margin	41.2 percent
Meta Platforms · capex guidance high	145 USD
Meta Platforms · margin	41 percent
Meta Platforms · capex guidance low	125 USD
Meta Platforms · free cash flow	12.4 USD
Meta Platforms · daily active users	3.56 billions
Meta Platforms · gross margin	81.9 percent
Meta Platforms · capex prior guidance low	115 USD
Meta Platforms · capex prior guidance high	135 USD