S&P just revised Meta’s credit outlook to Negative (rating remains AA-). The catalyst: explosive AI spending. • 2026 Capex: $135B–$145B • Q3 FCF deficit: -$2.12B • S&P projects cash burn through 2028 • Meta plans to raise $97.5B in stock to fund the buildout Big Tech’s AI cash burn is finally catching rating agencies’ attention.
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