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Meta’s 26% year-over-year Q3 revenue growth to $64.601 billion has yet to ease investor concerns. With AI infrastructure commitments approaching $825 billion, the timeline for generating returns is becoming a critical balance-sheet concern, particularly as CDS spreads have widened to 116 basis points. The 7% decline in shares signals that investors are looking for a more convincing path from massive AI investments to sustainable financial returns.
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