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Sources: Meta explores a stock offering to raise tens of billions to fund AI capital expenditures, following Google's record $85B share deal; META drops 5%+

Facebook parent could sell tens of billions of dollars in new stock as it seeks to finance AI infrastructure

Financial Times

Discussion

  • @wowbaggert @wowbaggert on bluesky
    I see we're entering the “selling our possessions for one more token fix” stage of this exercise [embedded post]
  • r/wallstreetbets r on reddit
    Meta weighs big equity raising after blockbuster Google deal
  • @zephyr_z9 @zephyr_z9 on x
    So Meta, Google, Anthropic, SpaceX, and OpenAI will raise around $350B-$400B from the public markets in the next 9-12 months At this rate, Amazon & Microsoft will join the party too We might even see $550B-$600B raised from the public markets
  • @zerohedge @zerohedge on x
    There's more: “Meta's Big Tech rivals such as Microsoft and Amazon are also likely to be considering their own stock sales” - FT
  • @rihardjarc Rihard Jarc on x
    Don't do it Zuck... $META's MSL must first show us more before you get a pass on that... [image]
  • @amitisinvesting Amit on x
    oh my goodness financial times reporting that $META is now thinking of raising “tens of billions” in new share sale $GOOGL opened the floodgates...if all the Mag 7s think the market is willing to buy newly issued equity... then you would imagine that $MSFT and $AMZN also
  • @supbagholder @supbagholder on x
    Meta eyeing equity raise after they underperformed everything over the last 5 years. What a dogshit company.
  • @whoa-magic.lol Áine on bluesky
    Cut jobs, sell stock... fuck off.  [embedded post]
  • @glinden Greg Linden on bluesky
    Looks like Meta and Google know they're overvalued and are eager to get cash while it is cheaper.  This also happened at the dot com bubble back in 1999 right before the end.  It's a bad time to be on the other side of this, handing over your cash for something that's likely to b…
  • r/ValueInvesting r on reddit
    Meta weighs big equity raising after blockbuster Google deal
  • r/StockMarket r on reddit
    Meta weighs big equity raising after blockbuster Google deal
  • @rennyzucker Renny on x
    So by the time this is all over it seems exceedingly likely that meta conducts by far the largest follow-on equity in market history so why wouldn't you just keep shorting it into the ground? Not to mention all of the SBC that should start vesting soon.
  • @invesquotes Leandro on x
    Out of the thousands of people who have quoted the FT's $META article, how many do you think have actually read it? In the article: “A Meta spokesperson said the share sales talks were “pure speculation.” It might be on the table, but conclusions seem a bit premature. [image]