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Meta's $95 Billion AI Fundraising
Meta launched roughly $35 billion in stock offerings and plans up to $60 billion more once its new Class C shares begin trading.
Meta expects $135 billion to $145 billion in 2026 capital spending. Nvidia, AMD and Broadcom have shown nonbinding interest in buying up to $5 billion in Meta shares combined. Third-quarter free cash flow was negative $2.12 billion.
The big question: will this spending create lasting AI profits, or will dilution and cash burn overshadow growth?
Here are three winner and three bearish-risk groups, all US-listed.
Winners
1. AI CHIPS AND CUSTOM SILICON
Names: $NVDA…
The skinny
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