Browsing Tag
WhatsApp
30 posts
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.
October 28, 2026
Meta (NASDAQ: META) near $646: Can $140bn AI spending justify its $1.65tn valuation?
Meta Platforms shares have fallen sharply despite 26% revenue growth as its AI infrastructure investments drive free cash flow into negative territory. With annual capital expenditure approaching $140 billion and a new non-voting share class planned, investors face a critical question about future returns, financing and shareholder dilution.
October 23, 2026
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.
October 22, 2026
Meta rolls back Muse human-concierge test as downloads pass 2.5 million
The personal AI agent has topped US app rankings and lifted Meta's market value, but a contractor-assisted calling experiment has created an early test of disclosure, privacy and trust.
September 24, 2026
Meta’s $279bn AI lease obligations turn data centres into a balance-sheet test
Meta’s $279 billion future AI lease obligations expose the financial risk behind its data centre expansion as free cash flow falls to $784 million.
August 3, 2026
Meta Q2 2026: Revenue jumps 28% to $60.8bn but margins slide on AI costs
Meta Q2 revenue surges 28% to $60.8B and ad prices climb 12%, but operating margin falls to 31% as record capex and a $2.4B legal charge weigh on EPS.
July 30, 2026
Meta (META) kills Muse Image feature three days after launch amid SAG-AFTRA and CAA backlash
Meta (META) kills Muse Image feature 3 days after launch amid SAG-AFTRA and CAA backlash; stock still logs 15% weekly on Meta Compute and Iris catalysts.
July 13, 2026
WhatsApp usernames halted in India as government warns of digital arrest scams
WhatsApp wants to hide users’ phone numbers. India fears that usernames could give digital arrest scammers a powerful new disguise.
July 2, 2026
Did a small Kentucky school district just expose Big Tech’s next legal headache?
Social media firms paid $27 million to settle a Kentucky school lawsuit. Read why youth safety litigation may be Big Tech’s next risk.
May 30, 2026
Is Meta Platforms training AI agents on the workplace data regulators fear most?
Meta wants workplace data for AI agents, but Europe may test the privacy limits. Read why this could reshape Big Tech’s AI playbook.
May 30, 2026