Framing Analysis
Meta has launched paid subscriptions across Instagram, Facebook, and WhatsApp under the Meta One name, with monthly prices of $3.99 for Instagram Plus and Facebook Plus and $2.99 for WhatsApp Plus [Euronews]. The company projects $125-145 billion in capital expenditures for the year, primarily for AI data centers, and separately secured a $27 billion deal with Nebius for compute capacity [Euronews][CNBC]. Shares of Meta rose 3.7% following the subscription announcement [Euronews].