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Free cash flow yield has reached its lowest point since the dot com bubble, according to a report from zerohedge.
Meta's free cash flow dropped sharply from $8.5B to $784M year-over-year as quarterly AI infrastructure spending reached $31B, highlighting the financial impact of its AI investment push.
Oracle shares fell 11% after the company announced an additional $20 billion capital raise and reported negative free cash flow of $23.7 billion for fiscal 2026, as investors worry about the high cost of its AI buildout. Despite beating Q4 estimates, the stock is down for the year.