Meta hikes 2026 capex to $125–145B; Muse Spark hits 10M business chats/week

Zuckerberg raised 2026 capex guidance to $125–145B (from $115–135B) to fund AI infra. Q1 net profit was $26.8B on $56.3B revenue (+33% YoY); shares dipped on the spending hike. Muse Spark — Meta's new proprietary model replacing open-source Llama — now handles 10M business conversations per week.