Episode Details

Meta’s rumored $10B+ stock offering to fuel its AI ambitions sent shares tumbling 5%—though the company calls it “pure speculation.” While no banks have been hired and the plan isn’t confirmed, Meta’s AI spending is skyrocketing, with 2026 capex forecasted at $145B. Alphabet’s AI bets are also heating up, with cloud growth driving its stock up 115%—while Meta’s tumbled 13%, making it tech’s worst performer. The AI race is on, and investors are watching closely.

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