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META $145B Capex Guidance, Highest Ever, Paired With 8,000 Job Eliminations

The 10% workforce cut and cancellation of 6,000 open roles fund a reallocation of 7,000 employees into AI teams, compressing near-term operating costs while sustaining GPU demand that supports NVDA and AVGO. Bulls see disciplined capital deployment; bears flag the risk of years of justifying capex if LLM competitive ad

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Rocky take

META $145B Capex Guidance, Highest Ever, Paired With 8,000 Job Eliminations has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.