AI Bubble Monitor: News and Analysis https://aibubblemonitor.com/ AI bubble news and data-driven analysis, read against the daily AI Bubble Index. en-us Sat, 31 Oct 2026 14:33:43 GMT Meta Credit Rating Outlook Cut to Negative by S&P Over AI Spending https://aibubblemonitor.com/news/meta-credit-rating-outlook-negative-sp https://aibubblemonitor.com/news/meta-credit-rating-outlook-negative-sp Sat, 31 Oct 2026 14:32:09 GMT News S&P kept Meta's credit rating at AA- but cut the outlook to negative, projecting a $71 billion cash shortfall in 2027 from AI spending. Here is what it means. OpenAI Funding Round Cut to $20 Billion at a $1.25 Trillion Value https://aibubblemonitor.com/news/openai-funding-round-target-cut-1-25-trillion https://aibubblemonitor.com/news/openai-funding-round-target-cut-1-25-trillion Sat, 31 Oct 2026 14:32:09 GMT News OpenAI cut its funding round target by $10 billion to about $20 billion at a $1.25 trillion valuation. What changed, who is investing, and why it matters. AI Capex in 2026: $828 Billion of Spending and a Cash Flow Problem https://aibubblemonitor.com/analysis/ai-capex-2026-spending-cash-flow https://aibubblemonitor.com/analysis/ai-capex-2026-spending-cash-flow Sat, 31 Oct 2026 13:25:42 GMT Analysis Big Tech plans up to $828 billion of AI capex in 2026. We chart the spending, the free cash flow behind it and the debt now filling the gap. AI Bubble Fears Return as Tech Stocks Lose $1 Trillion in a Day https://aibubblemonitor.com/news/ai-bubble-fears-tech-stocks-lose-1-trillion https://aibubblemonitor.com/news/ai-bubble-fears-tech-stocks-lose-1-trillion Sat, 31 Oct 2026 13:25:41 GMT News Tech stocks shed more than $1 trillion on October 30 as Intel, Alphabet and Amazon revived AI bubble fears. What happened, and what the AI Bubble Index says.