Meta plans up to $95B stock offerings for AI infrastructure, sparking bubble-cycle debate
dougclinton · x · 2026-10-28
Per WSJ, Meta plans to raise up to $95 billion in waves of stock offerings to fund its massive AI infrastructure investments. Doug Clinton notes that wide-open IPO markets typically signal a bubble's end, but this cycle may differ: the largest companies are tapping public markets directly, so the usual bad IPOs may never appear. He thinks the AI trade isn't over yet — but 'something's always a little different cycle to cycle.'
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