Meta Platforms is issuing a new class of non-voting shares to fund its heavy AI-related capital expenditures, indicating financial pressure and potential dilution for current shareholders. The company's shrinking free cash flow and capital spending nearing operating cash flow limits its financial flexibility. Rising credit risk is evident as Meta's credit default swap spreads suggest a 9% default probability. Similarly, Oracle's negative free cash flow and increasing credit risk highlight broader challenges tech firms face in balancing aggressive AI investments with cash generation and credit stability.
As of Oct 22, 2026 19:43 WIB, Meta Platforms trades at USD 681.26, down 2.33% for the day and closer to its 52-week low of USD 525.72 than its high of USD 777.59, reflecting some investor caution. Oracle, meanwhile, is priced at USD 125.82, also down 2.54%, and significantly below its 52-week high of USD 283.33 but above its low of USD 114.99. On Pluang, Meta sees a higher typical hold time of 128 days compared to Oracle's 74 days, with more buy activity for Oracle at 85% versus Meta's 68%.
Scotiabank analyst Nat Schindler set a $650 price target for Meta Platforms, about 6.8% below its then-current price of $697.52. Despite Meta's strong revenue from Facebook, Instagram, and WhatsApp, investor concerns over increased artificial intelli...
Meta Platforms posted a negative free cash flow of $2.12 billion in Q3 2026, the first since its 2012 IPO, driven by $34.91 billion in capital expenditures mainly for AI infrastructure. Despite generating $32.79 billion in operating cash, the company...
Meta Platforms' ad revenue growth is now driven mainly by price increases, with impression growth nearly halving over three quarters, increasing recession risk. The company launched Muse, an AI agent enabling 'pull' advertising where users specify wh...
The NYSE pre-market update on October 22, 2026, highlighted Xona's recent $2.45 billion valuation following a successful satellite launch, with CEO Brian Manning set to discuss capital allocation on NYSE Live. The update also covered F&G's survey rev...
AMD continues to impress with robust revenue growth, especially in its data center segment, which grew 107% year-over-year to $6.7 billion in Q2 FY2026. The company benefits from major AI partnerships with OpenAI, Meta, and Anthropic, shipping integr...
