Wall Street Breakfast Podcast: Meta's Credit Concerns | EN590 Commodities

Market Analysis 2026-11-02T07:00:00-05:00

Derick Hudson/iStock Editorial via Getty Images Derick Hudson/iStock Editorial via Getty Images Download this episode onApple Podcasts/Spotifyor listen below: S&P cuts Meta's outlook oversoaring AI spend, low cash flow. (0:17) Binancesees $3.64B flow outas withdrawals resume. (1:23) OpenAI plans to rebrand data centers as ‘AI compute campuses.’ (2:06) S&P Global Ratings lowered its credit outlook on Meta Platforms (META)to Negative from Stable. "Given the lack of clarity around the company's future capex and its very ambitious multi-year AI investment plans, we are less certain that it will curtail its spending as previously anticipated," S&P said. “This dramatic increase in the company's leverage, from about 0.1x in 2025, primarily stems from its strategy of leasing data center capa

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