Investors are anticipating Meta Platforms' earnings report on July 29, 2026, with optimism surrounding the company's ability to monetize its AI infrastructure investments. Bank of America raised its Q2 estimates above consensus, forecasting $60.6 billion in revenue driven by advertising growth and AI improvements. However, Wedbush analysts highlighted a potential gap between Meta's massive AI capital expenditure and the actual ability to generate immediate financial receipts from those initiatives.
