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.
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NVDAMETAartificial intelligenceAI investment
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 216.00 |
| Change that session | +2.39% |
META
▲ Likely positiveMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/26/2026 | 630.56 |
| Change that session | -1.88% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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