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Meta Platforms
113 posts
Vistra (VST) completes $4bn Cogentrix acquisition, but can 5.5 GW of gas capacity deliver expected returns?
Vistra has completed its acquisition of Cogentrix Energy, adding 10 natural gas generation facilities and expanding its US fleet to nearly 50,000 MW. The transaction was originally valued at approximately $4 billion after expected tax benefits, but its investment case depends on delivering forecast cash-flow accretion while maintaining balance-sheet discipline.
Adyen (AMS: ADYEN) processes €451bn, drops 13%. Why abandon its margin goal?
Adyen delivered 23% net revenue growth and processed €451.1 billion in payments, yet its shares plunged after management reduced profitability guidance and abandoned its medium-term EBITDA margin target. The decision raises a critical question about whether expanding into billing, loyalty and AI-enabled commerce will justify sacrificing near-term margins.
Meta launches $35bn equity offerings within $95bn AI funding plan as cash flow turns negative
Meta Platforms has launched common and mandatory convertible preferred stock offerings as part of a wider financing strategy that could ultimately reach $95 billion. The plan reflects the rising cost of AI infrastructure and increasing pressure on cash flow, but proposed future share sales should not be mistaken for funding already secured.
Anthropic warns AI could threaten humanity as $2T IPO plans reveal explosive growth and massive losses
Anthropic eyes a $2 trillion IPO after explosive revenue growth and major AI safety warnings. Discover the financial risks behind its planned debut.
Nebius (NASDAQ: NBIS) has $40bn in AI contracts. Why borrow $3.5bn for one year?
Nebius Group has secured a US$3.5 billion financing facility to accelerate its artificial intelligence infrastructure expansion, despite having more than US$40 billion in long-term customer commitments. The one-year maturity, floating interest rate and secured borrowing structure raise an important question about how the company plans to finance its next phase of growth.
Meta revenue jumps 26% to $64.6bn as $9.9bn legal charge and $145bn AI plan collide
Meta Platforms reported 26% third-quarter revenue growth and announced a new non-voting share class as its artificial intelligence investments accelerate. A $9.89 billion litigation charge, negative free cash flow and plans for up to $145 billion in annual capital expenditure complicate an otherwise strong advertising performance.
AppLovin company profile: How Axon AI is taking performance advertising beyond mobile gaming
AppLovin Corporation has transformed from a mobile-app technology company with its own gaming studios into a focused performance advertising business built around AppLovin Ads and the Axon AI recommendation system. The divestiture of its Apps business sharpened that strategy, while expansion into e-commerce, subscriptions, services and connected television is testing how far its advertising technology can travel beyond mobile gaming.
Meta launches Muse Wonder to challenge OpenAI and Anthropic. Can it justify its enormous AI investment?
Meta Platforms has introduced Muse Wonder and Muse Wonder Full, expanding into more capable AI agents as investors assess whether rising infrastructure expenditure can deliver sustainable commercial returns.
Manus secures $500m-plus after Meta split as AI-agent race intensifies
Manus parent Butterfly Effect has secured more than $500 million from Boyu Capital, IDG Capital and existing backers, giving the AI-agent company fresh firepower just weeks after it formally returned to independent operations following the unwinding of its Meta transaction.
Jio Platforms IPO reportedly targets Rs 10.3tn valuation as launch nears
Jio Platforms is reportedly preparing to price its landmark Indian IPO at a valuation of about ₹10.3 trillion, setting up a major test of public-market appetite for Reliance Industries’ telecom and digital empire.