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NVDAMETAAI investmentartificial intelligence
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Related tickers and likely impact
META
▲ Likely positiveMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/27/2026 | 620.19 |
| Change that session | -1.64% |
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.94 |
| Change that session | +0.90% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Meta’s Raising $97.5 Billion. Nvidia and AMD Are Buying In.
- Nvidia's New $3 Billion AI Bet Is on One of Its Own Customers
Nvidia announced plans to invest $3 billion in Meta Platforms, one of its biggest customers, as part of Meta's recently announced stock offering. The companies will expand their technical partnership on Muse, Meta's AI assistant, and the model family that powers it, aiming to improve both training and inference. Meta plans to deploy more Nvidia hardware, including Vera Rubin GPU systems, Vera CPUs and networking technology, while work on tools for securing and monitoring AI agents remains exploratory with nothing agreed. The article notes the announcement does not say how much new business Nvidia gains, since Meta was already a major customer and the engineers had been collaborating. The author sees the deal as Nvidia deploying cash while Meta needs capital, but says Nvidia's growth depends on continued AI spending, with last quarter's revenue at $96.2 billion and data center making up over 90% of sales.
- Nvidia Just Announced Plans to Pour Billions Into Meta's Muse
Meta plans to raise a total of $95 billion to support its AI spending, including a $35 billion underwritten public offering of Class A shares and a $60 billion sale of non-voting Class C shares starting early next year. Nvidia, AMD and Broadcom have expressed interest in buying up to $5 billion of Meta's Class A shares, with Nvidia contributing $3 billion. Meta also plans a 2-for-1 stock split on Jan. 19, 2027, issued as a stock dividend. The company expects 2026 capital expenditures of $135 billion to $145 billion, roughly double the $72.2 billion spent last year. Meta's shares are down 16% over the past year and trade at 21 times earnings, while Nvidia, with revenue and profit growth above 100%, trades below 28 times earnings; the author argues both are attractively priced despite the risk of slower AI spending.
- Meta's deal with AMD, Nvidia, Broadcom: Is circular financing a risk?
Madison and Speaker A discuss Meta's deal involving Broadcom, AMD and Nvidia, with Nvidia taking part in an equity issuance, and whether the circular nature of the financing is a concern. Madison notes that Mag 7 companies are mentioned throughout the S-1, and that circular funding has been common for these firms without causing major problems for investors before. The more interesting question is whether market patience is wearing thin for neocloud companies that need heavy funding to build infrastructure. Speaker A cites a Goldman report and Torsten Slok of Apollo saying AI spending will peak in the fourth quarter, along with Gartner's view that the downturn will be ugly when it comes, though not for everyone as large companies absorb smaller ones.
- Nvidia and Meta expand their AI partnership: What to know
Nvidia will invest $3 billion in Meta's equity offering, as Meta expanded its planned equity raise from 95 billion to 97 and a half billion. The common stock offering sold 25 billion, above the expected 22 and a half billion. The hosts note that although called a partnership, Nvidia is mostly selling chips to Meta, and the market may still read the deal as a bullish signal. They total recent financing deals, including a potential $100 billion Anthropic IPO, Meta's raise of roughly $100 billion, a $40 billion SpaceX GPU financing and a $63 billion Broadcom-Anthropic financing, at about $300 billion over 48 hours. They ask where the payoff for all this financing will come from.
- Nvidia to invest $3 billion in Meta, expand partnership on Muse
Nvidia said it will invest $3 billion in Meta after the company announced plans to raise up to $95 billion to fund its AI infrastructure build-out. The two companies will also expand their work on Muse and the Muse family of models to improve inference and training performance. Meta's initial raise of $35 billion includes about $22.5 billion in Class A common stock and $12.5 billion in Series A mandatory convertible preferred stock. Nvidia, AMD and Broadcom also expressed interest in buying up to $5 billion in aggregate of those shares.
Related markets
Latest news
- Marvell Wants Lumentum. Here’s Why Coherent Could Win.
Bloomberg reported on October 28 that Marvell is in advanced discussions to acquire Lumentum, though no definitive agreement has been announced. Lumentum shares rose sharply on the news while Marvell fell in after-hours trading, and Coherent gained about 3.5% after hours. Per Bloomberg’s October 9 report, Lumentum’s optical capacity is effectively sold out through early 2029, and CEO Michael Hurlston said the company could not meet about 70% of expected demand for certain products through 2027. The article argues that a Marvell–Lumentum deal could make Coherent’s independent manufacturing more valuable, especially since Nvidia has invested $2 billion in Coherent.
- Google Cloud Revenue Just Grew 103%, so Why Is the Stock Falling?
Alphabet reported third-quarter results after the market close on Wednesday. Revenue rose 25% to $127.6 billion, below analyst estimates of $127.9 billion, while diluted EPS of $2.12 fell 26% against expectations of $3.01. Operating income climbed 30% to $40.6 billion. Google Cloud revenue soared 103% to $30.7 billion, with an operating margin of 36.2%, and CEO Sundar Pichai cited huge demand for AI infrastructure. The EPS decline mainly reflected an $8.2 billion loss on equity investments, including SpaceX, compared with gains of nearly $12.8 billion a year earlier. Alphabet expects capex of about $200 billion in 2026 and $300 billion in 2027, leaving free cash flow at -$9.1 billion, and the stock fell as much as 11% after hours.
- 2 Millionaire-Maker Custom Silicon Stocks Powering the AI Infrastructure Supercycle
The article profiles Broadcom and Taiwan Semiconductor Manufacturing (TSMC) as leading custom-silicon players. Broadcom, which partners with Alphabet on TPUs and counts Meta, OpenAI, and Anthropic among its ASIC customers, reported third-quarter AI semiconductor revenue up 221% to $16.7 billion and net income up roughly 216% to $13.1 billion. It expects fourth-quarter AI revenue to rise 236% to $21.7 billion, and the stock trades at about 28 times expected earnings this year. TSMC manufactures chips designed by its customers and, according to many estimates, controls over 90% of the high-end AI chip market. Its stock has delivered a total return of roughly 4,720% over 15 years. The author notes that both stocks' valuations have been volatile amid AI bubble concerns, while their market positions remain strong.
- Bel Fuse (BELFA) Stock Sees Modest Fair Value Lift As Analysts Rework Targets
Bel Fuse's estimated fair value has moved from US$313 to US$326, in line with recent Street targets of US$326 to US$335. Northland raised its target to US$326, calling it another strong quarter with a better-than-expected Q3 sales outlook. JPMorgan kept an Overweight rating but cut its target twice, most recently from US$380 to US$330 in October 2026, a more cautious stance on how current risks and execution uncertainties may cap valuation. Model assumptions were also updated: revenue growth from 11.53% to 11.94%, net profit margin from 20.57% to 20.35%, future P/E from 33.59x to 34.87x, and discount rate from 8.82% to 8.70%.
- 3 Founder Led Stocks With At Least 22% Earnings Growth
The article looks at three founder-led businesses as AI spending draws scrutiny after Alphabet reported negative free cash flow of US$9.07 billion and raised its AI infrastructure capex guidance. Sansan, a Japanese SaaS group founded by Chika Terada, generates about ¥48.9 billion from its Sansan and Bill One segment, with a market value near ¥273.9 billion. Spotify Technology, where Daniel Ek still shapes the long-term vision, earns about €18.8 billion in revenue, mostly from Premium subscriptions, and is valued near US$114.2 billion. China Medical System Holdings, controlled by Treasure Sea Limited, generates about CN¥7.3 billion from its Integrated Business and is valued near HK$24 billion. The article argues founder leadership may encourage more careful capital protection and highlights capital allocation and AI strategy as key questions for these companies.
- October 29: What to Read Before the Stock Market Opens
A roundup of domestic and international financial news from the past 24 hours. In Vietnam, Digiworld (DGW) reported third-quarter profit up 66% to VND 276 billion, though its shares still fell to the floor price, while Thế Giới Di Động (MWG) posted third-quarter net profit up 75% to nearly VND 3.1 trillion, and VIB reached nearly VND 7,600 billion in nine-month pre-tax profit, up 8%. Pi Group's PDCC repurchased VND 900 billion of bonds before maturity, spending nearly VND 996.3 billion. Globally, Beijing is urgently seeking to support its weakening stock market amid an AI sell-off, while the US pending home sales index fell 7.3% to 66.0 points in September 2026, its lowest since 2001.
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