Capex Plan Moderated

25%its chance, of the story’s futures

−0.1%on the S&P 500, if it happens

Meta responds to rating-agency and investor pressure by slowing the pace of AI data-center commitments without abandoning the strategic buildout. The company prioritizes financial flexibility, buyback capacity, and avoiding a formal downgrade.

What it moves

Technology−0.2%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

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