Meta is set to release its Q3 earnings, with investors and analysts closely watching for updates on the company’s artificial intelligence strategy and capital expenditures. CEO Mark Zuckerberg is expected to provide insights into how Meta’s AI investments are progressing, particularly as the company ramps up efforts to stay competitive in the rapidly evolving generative AI landscape. Wall Street analysts are projecting Q3 revenue of $49.5 billion and earnings per share of $6.72. However, the focus is shifting beyond traditional financial metrics, with the AI roadmap and capital spending plans emerging as key drivers of investor sentiment. Bank of America has highlighted that the outlook for Meta’s AI initiatives will be “critical” in shaping market perception. The company has been pouring resources into AI infrastructure, large language models, and AI-powered advertising tools, aiming to integrate AI deeply across its platforms, including Facebook, Instagram, and WhatsApp. Meta’s recent investments in AI hardware, data centers, and talent have also fueled speculation about a sustained increase in capex. The company has been expanding its AI research and development teams, and its recent product launches—such as the Meta Quest 3 mixed-reality headset—signal a broader push into immersive AI experiences. Investors are particularly interested in how Meta plans to monetize its AI advancements, especially as rivals like Google, Microsoft, and OpenAI continue to make headlines. The earnings call is expected to offer clarity on whether Meta’s AI bets are translating into tangible growth and efficiency gains. With AI now central to Meta’s long-term vision, the Q3 results and commentary from Zuckerberg could have a significant impact on the company’s stock performance and broader market confidence in its future direction.