- Meta launching $35B offering ($22.5B common stock, $12.5B convertible preferred)
- Targets $135B–$145B in 2026 Capex with further $60B stock sales planned in 2027
- Near-term equity dilution risks offset strategic AI infrastructure growth
🔴 Negative AI Sentiment (-4.5 / 10)
Observed market reaction after signal
4h +0.34% · Peak +3.02%