Vicor shares rose 11% and TTM Technologies 10% after Meta Platforms announced plans to raise up to $95 billion in stock for its AI build-out, though Vicor had no company news beyond a routine 10-Q. Meta will raise $35 billion through underwritten offerings now and up to $60 billion more through an at-the-market program starting in early 2027, while expecting $135 billion to $145 billion of capex this year. Vicor's third-quarter revenue rose 78.5% to $197.1 million, with gross margin at 68.3% and EPS of $1.33, and analysts expect revenue to more than double from 2025 to 2027. The stock traded at 32x forward earnings at Friday's close, well below its five-year average of 50x, though royalty revenue has been uneven in the past. The article says Vicor's fourth-quarter report early next year is the key test.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
METAAI investmentartificial intelligenceshare issuance
Open a keyword to see other news on the same topic.
Related tickers and likely impact
META
• NeutralMeta Platforms
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $1.7T |
| Close on 10/27/2026 | 620.12 |
| Change that session | -1.66% |
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/27/2026 | 217.88 |
| Change that session | +0.87% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Meta’s $25 Billion Stock Sale Ended Five Times Oversubscribed
Meta's upsized $25 billion common stock sale drew demand for about five times the available shares, as the company seeks to raise $98 billion for AI spending. More than half the shares went to long-only and existing investors, while the 15 largest stakes accounted for about 70%. The offering priced at $625 per share, a 2.7% discount to Friday's close, and shares fell as much as 1.4% to $621.47 on Tuesday. The plan also includes a $12.5 billion mandatory convertible preferred offering, which was also multiple times oversubscribed, plus an expected at-the-market program. Meta says the funds will go to AI infrastructure and personal superintelligence, as it unveils the Muse personal AI agent and the Muse Wonder model.
- AMD To Invest $1B In Meta Stock Offering As AI Partnership Expands — Helios Systems Now Running At Meta
AMD said it will invest $1 billion in Meta Platforms' equity offering, and its Helios systems have been installed and are being tested by Meta ahead of broader deployment. EPYC processors power Meta's Muse AI agent, and AMD's technology also supports the Muse Spark Open and Muse Glimmer models. The developments build on a February agreement under which Meta plans to deploy up to 6 gigawatts of AMD GPUs across multiple generations. Meta raised its Class A common-stock offering to $25 billion from $22.5 billion, priced at $625 per share; together with a 250 million mandatory convertible preferred offering at $50 each, the two offerings total about $37.5 billion, and Nvidia earlier announced a $3 billion investment in the offering. Meta also plans a further share-sale program of up to $60 billion, expected to begin in the first quarter of 2027, which has not yet launched.
- Meta Is Selling Up to $95 Billion of Stock. Its Chip Suppliers Want In
Meta plans to raise up to $95 billion through a financing program to fund its AI build-out, its first sale of new stock since 2013. About $35 billion is underwritten, including $22.5 billion of Class A common stock under forward sale agreements and about $12.5 billion of mandatory convertible preferred, while a further $60 billion is a planned at-the-market program not expected to start before the first quarter of 2027. NVIDIA, AMD and Broadcom have indicated interest in buying up to $5.0 billion of common shares, but the indications are not binding and match about 22% of the common issue. Meta shares closed down 1.88% at $630.56 while the three chipmakers rose, and critics call the arrangement circular because the suppliers are funding a customer that then orders from them. Meta generated $97 billion of operating cash flow in the first three quarters but expects $135 billion to $145 billion of 2026 capital spending and recorded negative third-quarter free cash flow of $2.12 billion.
- Scott Galloway Picks Meta as AI’s “Big Winner” as Its $35 Billion Raise Lifts the Stock
Meta launched about $35 billion of common and mandatory convertible preferred stock to fund its AI build, and shares rose after falling 9% the previous week. Scott Galloway named Meta the likely “big winner” of the AI boom three years from now, citing its moats and capital for the arms race. Revenue reached $201 billion in 2025, and third-quarter revenue rose 26% to $64.6 billion, yet third-quarter capex of $34.9 billion exceeded operating cash flow of $32.8 billion, turning free cash flow negative. Meta also plans an at-the-market program of about $60 billion in new Class C stock starting in the first quarter of 2027, for up to $95 billion of new equity in total. At 20x forward earnings, below its three-year average of 23x, the article says Meta’s 2027 spending plan in late January will be the next test.
- Meta Looks to Raise $95 Billion From Stock Sale to Fund AI Investments
Meta Platforms Inc. is seeking to raise as much as $95 billion by selling common and preferred stock to support its AI development. According to Bloomberg, the offering is tied to a plan announced in earnings last week to create a non-voting share class through a stock split in January, which would attract different types of investors and allow some stock sales without diluting CEO Mark Zuckerberg's stake. The report notes that Google and Intel made rare stock offerings earlier this year, both oversubscribed, with Google's at $85 billion, making Meta's larger. Skepticism around Meta's offering is described as higher than for those deals. The article also says the offering will be watched alongside the Anthropic IPO and other financial raises.
- Meta Stopped Buying Back Stock in 2026. Now It’s Selling Up to $95 Billion of It
Meta (META) began selling about $35 billion of stock on Monday, October 26, to fund its AI build-out, and plans to sell up to $60 billion more of non-voting Class C shares from the first quarter of 2027, bringing the total to $95 billion. Nvidia, AMD and Broadcom indicated interest in buying up to $5 billion of the shares, but that interest is not binding, and the $60 billion program has no agreement yet. Third-quarter spending on property and equipment reached $33.94 billion, up 80% from a year earlier and above the $32.79 billion its operations brought in, leaving free cash flow negative at $2.12 billion. Meta repurchased no stock in the first nine months of 2026, and ended September with about $82 billion of cash against about $84 billion of debt.
Related markets
Latest news
- Strategy Shareholders Approve Daily Dividends on Preferred Stock, With 99.3% in Favor
Strategy shareholders approved an amendment letting its four preferred stocks, STRF, STRC, STRK and STRD, accrue dividends every calendar day, including weekends and holidays, with 99.3% of votes cast in favor according to preliminary results. STRC will move first, with its first daily record date on November 1 and payment on November 2, while the other three switch over with a first record date on January 1 and payment on January 4, subject to filing amended terms for each stock. Record dates falling on non-trading days will be treated as the previous business day, so dividends are effectively grouped and paid on the next business day; for STRC, record dates rise from 24 a year to 365. STRC traded at $99.86 against its $100 par value, and last week Strategy paused Bitcoin purchases for the first time since mid-September to spend $204.9 million buying back STRC. Separately, Strategy faces possible removal from MSCI's widely tracked equity indexes, after MSCI finalized a rule treating companies whose balance sheets are dominated by a single asset as ineligible and will publish affected companies on November 11.
- Finance Minister: “Can Vietnam grow without FDI? The answer is simple: No way!”
At the Group 5 session on the draft amended Investment Law on 24/10, Finance Minister Ngô Văn Tuấn said Vietnam cannot reach double-digit growth without FDI. FDI disbursement reached about USD 21 billion in the first nine months of 2026, and the full-year target is at least USD 30 billion. Reaching double-digit growth would require total social investment of about 40% of GDP and an ICOR falling from 6.4 to 4.5–4.8, with 2026–2030 capital needs expected to be 2.67 times those of 2021–2025. He said incentives should shift toward high technology, R&D, and linkages between FDI firms and domestic businesses, as the global minimum tax reduces the effect of traditional tax incentives. As of August 2026, about 47,796 FDI projects were operating, with registered capital of roughly USD 561.6 billion.
- Untold story behind the rejected visits in 1999 and the SSC's passport to integration
Chairman Lê Văn Châu, the first head of the State Securities Commission (SSC), insisted on opening the market in 2000 despite calls to delay. With no companies ready to list, SSC staff began visiting firms in 1999, but many feared public disclosure, and the initial list of 14 companies dwindled to REE and SAM. The first trading session took place on 28/7/2000 at 45–47 Bến Chương Dương, with two stocks, trading three times a week, one call auction per day and a 2% price band, and the trading system was supported by Thailand. Châu also backed private sector participation from the start, which paved the way for Sài Gòn Securities Joint Stock Company (SSI), established on 30/12/1999. The article argues this was only the beginning, as the market needed more financial intermediaries and listed companies to grow.
- Surprising Profits at Bách Hóa Xanh in Q3
According to MWG's consolidated financial statements for Q3 2026, the Bách Hóa Xanh chain remained profitable in the quarter, so the tax losses carried forward it used to offset taxable income rose by about 563 billion VND to nearly 1,469 billion VND as of September 30, 2026. The article stresses that these tax losses are a measure for determining tax liabilities and are not equivalent to after-tax profit; as of end-September, the company still had about 3,504 billion VND in unconverted tax losses. For the first nine months, Bách Hóa Xanh posted revenue of about 45,900 billion VND, up nearly 34% year on year, equal to roughly 83% of its 2026 target of 55,500 billion VND, with growth driven mainly by fresh food and FMCG. The chain has 4,267 stores nationwide, and stores opened in 2026 recorded positive operating profit at store level after depreciation and logistics costs. At group level, MWG reported Q3 after-tax profit of 3,521 billion VND, up 97%, and nine-month after-tax profit of 9,634 billion VND, already exceeding its full-year profit target.
- Solana Foundation exec: Emerging markets embrace stablecoins first
Maya Caddle, payments lead at the Solana Foundation, says stablecoins have found their clearest use in emerging markets. Businesses there use them to free up idle capital, while consumers use them to reach US dollars.
- Why Chefs' Warehouse Stock Popped Then Dropped
Chefs' Warehouse (CHEF) fell 12% at the open despite reporting a third-quarter earnings beat, then briefly rose near 5% before giving back most of those gains. Adjusted earnings were $0.66 per share versus analysts' $0.58 estimate, and sales rose 11% year over year to $1.14 billion. Free cash flow for the year so far reached $115.7 million, 44% above reported net income and more than five times the year-earlier figure. CEO Christopher Pappas said momentum continued after the quarter, and management raised full-year guidance, with sales approaching $4.6 billion and full-year earnings implied at $2.55 per share, up 34%. The article suggests current profit may not fully justify a 43 price-to-earnings ratio, though the news is good for shareholders.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.