META RAISES $35 BILLION TO FUND AI EXPANSION
Meta ($META ) launched a $35B equity offering to finance AI infrastructure, including $22.5B in common stock and $12.5B in convertible preferred shares.
$NVDA, $AMD and $AVGO have expressed interest in investing up to $5B combined.
Meta targets $135B–$145B in 2026 capex, with another $60B stock-sale program planned for 2027.
The key risk: Rising AI financing needs and potential shareholder dilution.
Alessio retweeted
You can’t do the technicals if you don’t know the fundamentals.
That’s like buying a used car without testing and inspection.
Alessio retweeted
November 3
That's the date markets are circling
A heavy, targeted campaign against Iran, reportedly in the works the White House wants it swift and decisive.
On its own terms.
For now:
Brent: $110+ WTI: artificial floor cracking
USO: $180 Calls building.
Gold: defensive
Silver: one slip from a sharp drop
what this means for your positioning 👇tmad.news/p/tmad-commodities…
