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  1. Tech stocks slide as AI spending concerns mount — Financial Times AI
  2. OpenAI lowers funding target for new round to $20 billion — Financial Times AI
  3. Big Tech returns smallest share of cash to shareholders in 15 years amid AI spending — Reuters AI
  4. S&P Revises Meta's Credit Outlook to Negative on AI Spending Concerns — Bloomberg AI
  5. Nvidia's $3 billion Meta investment adds to web of AI bets — Barron's
  6. Meta's Muse Charm is a shell — the AI companion moat is the loop — DEV Community — AI
  7. Amazon and JPMorgan block AI agents like Meta's Muse, but experts say friction-removing tech usually wins — CNBC Technology
  8. AI widens gap between Meta's ad growth and Google's search expansion — CNBC Technology

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