Meta slated to reported second-quarter earnings after the bell

Zuckerberg undertook the AI strategy overhaul to help the company regain momentum after lukewarm developer response to its Llama 4 AI model, CNBC reported Tuesday.Cantor analysts wrote that they do not expect Meta's AI hiring spree will affect the company's 2025 jections for total expenses, estimated to fall in the range between $113 billion and $118 billion

If anything, Meta's AI hiring blitz could move "the target above the low end," the Cantor analysts wrote.Zuckerberg said in July that the company would invest "hundreds of billions of dollars" into computing infrastructure for its AI endeavors, but the company hasn't officially revised its 2025 capital expenditures since April

That month, Meta said its 2025 capital expenditures would come in the range of $64 billion to $72 billion, which was an increase from its previous outlook of $60 billion to $65 billion.Analysts at BofA Securities said in a re note published Friday that there are signs that Meta could post second-quarter sales at or above the high end of the company's previous guidance of $42.5 billion to $45.5 billion for the period.Those positive signs include an increase of advertising spending from brands during the quarter and Google's strong quarterly earnings results from last week, the analysts wrote, which implies that Meta, second only to Alphabet in digital advertising, could also post solid results.Don’t miss these insights from CNBC Bank of America says these five stocks have more room to run ahead of earningsThese overbought stocks could take a dip after the market's record gainsGoldman Sachs is getting worried the economyWhat the prediction are saying the big Wall Street events aheadWATCH: Meta is reportedly considering a significant change to its AI strategy.watch now0:4800:48Executive Edge: Meta is reportedly considering a significant change to its AI strategySquawk Box