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Meta earnings live updates: AI spending, ad revenue and stock reaction

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⚡ Instant Key Takeaways (TL;DR)
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Core Development: Meta earnings live updates: AI spending, ad revenue and stock reaction
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Market & Financial Impact: Follow Meta's Q3 2026 earnings live, including revenue, EPS, AI spending, advertising growth, guidance and META stock reaction.
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Actionable Insight: 🟢 Bullish Trigger: Positive business expansion or earnings beat may attract institutional and retail buying.

This is CNBC's live coverage of Meta's 2026 third-quarter earnings.

Meta is slated to report third-quarter earnings after the bell on Wednesday, and investors will be looking for signs that the company's latest artificial intelligence efforts will bolster future sales.

It's been a big quarter for Mark Zuckerberg's company due to the initial success of the Muse AI personal assistant tool that debuted in September and shot to the top of Apple's iOS app store. That AI momentum helped Meta end September with its best month on Wall Street since 2022.

Meta isn't the first to create a digital assistant that can organize people's email and scan the web for headphone deals, but the company's empire, which includes Facebook and Instagram, has helped introduce AI agents to the masses. At the same time, Meta and its AI chief Alexandr Wang have continued rolling out new foundation models and related updates at a speedy clip, including Muse Wonder, which was released last Monday.

Wall Street will likely be monitoring for whether Meta plans to increase its data center-related capital expenditures, or capex, to further develop the underlying computing infrastructure needed to power AI agents and foundation models.

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Official Publisher Attribution: This report is aggregated from CNBC. ZeroLive provides live aggregation, automated sentiment synthesis, and exchange disclosure monitoring for retail market participants.
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