• Supplier financing may obscure organic AI chip demand as equipment makers invest in customers buying their products, the analysis warned.
• Meta announced a $97.5 billion equity fundraising plan, with NVIDIA investing $3 billion through an expanded AI partnership.
• The package includes up to $60 billion in non-voting Class C shares expected to begin trading in early 2027.
• Third-quarter free cash flow turned negative at $2.12 billion, versus positive $10.63 billion a year earlier.
• Meta’s 2026 capital expenditure guidance stands at $135 billion to $145 billion, with approximately $825 billion in future spending commitments.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Siebert Financial Corporation published the original content used to generate this news brief on October 27, 2026, and is solely responsible for the information contained therein.