AISeeking Alpha1 day ago
Meta's AI Spending Risks Cash Flow
1 min read
Meta raised 2026 CapEx guidance to $125, $145 billion, risking negative free cash flow if margins do not improve. The ad business is rebounding with 26% revenue growth expected in 2026, potentially surpassing Alphabet. Shares trade at 18x forward P/E amid skepticism about AI spending.
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