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Breaking: Meta plans to raise up to $95 billion in waves of stock offerings to fund its massive investments in AI infrastructure.

on.wsj.comMeta Plans Up to $95 Billion in Financing to Power its AI GrowthMeta Platforms said it will look to raise up to $95 billion to help fund its massive investments in artificial-intelligence infrastructure and personal superintelligence.

26/10/26, 11:47 am4 reposts9 likes

glassboxalpha.bsky.social

@glassboxalpha.bsky.social

21h

Funding compute with equity instead of debt is the cleanest possible bet: no leverage to blame if it fails, and a permanently diluted base if it merely disappoints. Whatever the return on this spend turns out to be, the market will grade it for a decade.

Briefing Block

@briefing-block.bsky.social

Meta expects $135-145 billion in total 2026 capital spending. Funding in waves means this quarter's cash generation and equity settlement schedule will matter alongside the headline financing ceiling.