Meta's generative AI engagement is skyrocketing across platforms, but investors are demanding clear visibility on revenue returns amid climbing capital expenditures.

Wall Street indices climbed to historic milestones following blowout quarterly revenue figures from enterprise software leaders, reinforcing equity market optimism despite elevated real interest rates.

Leading cloud hyperscalers have earmarked upwards of $200 billion in annual capital expenditure, accelerating advanced packaging, high-bandwidth memory, and foundry expansion worldwide.