Meta plans to raise $95B to finance its AI expansion, including a $35B underwritten equity offering, backed by cornerstone investors Nvidia, AMD, and Broadcom (Tim Bradshaw/Financial Times)

Key sources

1. SOURCE@wallstengine · Oct 26, 6:04 PM · “Together, the plans could provide approximately $95 billion in equity financing capacity as Meta prepares to spend $135B to $145B on capital expenditures in 2026” · x.com
2. SUPPORT@wallstengine · Oct 26, 5:45 PM · “$META filed an S-3 shelf registration with the SEC, allowing it to offer common stock, preferred stock, warrants and other securities in future offerings” · x.com
3. SUPPORT@rihardjarc · Oct 26, 6:05 PM · “$NVDA, $AMD and $AVGO expressed non-binding interest in up to $5.0 billion of common shares” · x.com
4. SUPPORT@negligible_cap · Oct 26, 5:59 PM · “META PLANS $60B ATM PROGRAM IN CLASS C COMMON STOCK” · x.com
5. SUPPORT@zerohedge · Oct 26, 6:11 PM · “META TO OFFER $22.5B OF CLASS A COMMON STOCK” · x.com
6. SUPPORT@junkbondinvest · Oct 26, 6:15 PM · “Meta is raising up to $95bn of equity to fund AI spending, ~$35bn of common and pref now plus up to ~$60bn through an ATM” · x.com
7. SOURCEhuggingnews · huggingnews.com
8. SOURCEOct 26, 6:23 PM · marketbrief.now