#MetaNegativeOutlook

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About MetaNegativeOutlook

S&P revised Meta’s outlook from stable to negative, retaining its AA- rating. It projects 2027 capex above $225B and a ~$71B free operating cash flow deficit. Broadcom’s outlook moved from positive to stable over AI customer concentration risks; Oracle was previously downgraded to BBB- amid debt-funded expansion. As AI spending grows, can cash generation support financing needs and preserve credit quality?