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Meta Confirms The AI Bubble Burst Thesis: Why Ignore It?
Source: seekingalpha.com
Corporate EarningsCorporate Guidance & OutlookArtificial IntelligenceCompany Fundamentals
Meta reported its first negative free cash flow in Q3 and stalled its AI CapEx guidance for 2026, providing no guidance for 2027. The article says Meta is pushing expected AI CapEx returns to the “longer term,” apart from some impact on core operations.
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