Why Is META Stock Price Down 3.33% Today, Sep 25? AI Spending Concerns and Amazon Muse Limits Weigh on META

META fell 3.33% as investors reassessed the near-term economics of its consumer AI hardware push and broader hyperscaler capex intensity, following strong Muse-driven gains. Goldman's estimates highlighted the revenue hurdle required to justify industry AI spending, while cautious analyst commentary and Amazon's purchase-flow limits raised questions about monetization and platform dependence. The move appears primarily idiosyncratic versus broader indices, increasing headline sensitivity around AI ROI.