S&P Global Ratings changed its view on Meta to negative due to worries about its big spending on artificial intelligence.

Oct 31, 2026, 10:52 AM ETOpinionRead the original at milanofinanza.it

Bad for META

Meta's AI spending has pushed cash left after investment below zero, and S&P doubts Meta can control costs on schedule. Its solid credit profile and strong balance sheet help, but do not erase the cash strain.

META · Meta Platforms

AI read · Bad for META

The AI's read

That spending leaves Meta with less cash after investment. S&P says it is unsure Meta can keep costs within its stated schedule. Meta's strong balance sheet and solid credit profile provide support, but they do not remove the pressure from cash flow already turning negative.

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