AI trading concerns ease temporarily! Muse gains strong momentum, Meta (META.US) continues to "burn computing power"

JitTong Finance APP reported that Meta (META.US) delivered a quarterly report on Wednesday after the market closed, simultaneously reinforcing both revenues and expenditures: for the quarter ending September 30, revenue reached 64.60 billion USD, up 26% year-on-year and surpassing the market expectation of 63.37 billion USD compiled by LSEG; the revenue guidance for Q4 is 73 to 76 billion USD, with the midpoint also exceeding expectations. However, in the same financial report, the company raised the lower end of its 2026 capital expenditure guidance from 130 billion USD to 135 billion USD (the upper limit remains at 145 billion USD), and announced the creation of a new class of non-voting shares. In this quarter, where free cash flow has already turned negative, Zuckerberg has opened a new financing channel for the AI arms race.