Meta启动约350亿美元股票+强制可转债发行并拟设600亿美元ATM，英伟达/AMD/博通各拟认购至多50亿美元

Meta Platforms ( META ) launched concurrent underwritten offerings totaling approximately $35B, comprising $22.5B in Class A common stock and $12.5B in depositary shares representing mandatory convertible preferred stock. Each depositary share represents a 1/20th interest in a share of Series A Mandatory Convertible Preferred Stock. Meta has granted underwriters a 30-day option to purchase an additional 37.5M depositary shares and up to an additional $3.375B in Class A common stock under the respective offerings. Nvidia ( NVDA ), Advanced Micro Devices ( AMD ), and Broadcom ( AVGO ) have each indicated interest in purchasing up to an aggregate of $5B in Class A common stock from the offering, at the same price and on the same terms as other investors. Meta also said it plans to launch an approximately $60B at-the-market (ATM) offering program once trading begins in its previously announced Class C common stock. The company has not entered into any agreement with respect to any such program, and the timing, size, and terms of any such program, if established, have not been determined. The company said the offerings will support investments in artificial intelligence infrastructure and personal superintelligence. Meta expects capital expenditures of $135B to $145B in 2026. The offerings follow Meta's automatic shelf registration filing, which provides a framework for issuing various securities. Shares fell initially, but rebounded above +2% premarket at press time. More on Meta