NVDA few days ago and now META

NVDA few days ago and now META.

Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period.

This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft.

#META #NBIS #AI #Datacenter #computingpower

Nebius & Rocket Lab Raises Funds at High: When to Bottom?

Nebius plans to issue $3.75 billion in convertible senior notes to fund the buildout. Following the announcement, its stock dropped over 10%, giving back part of its previous gains. Rocket Lab is raising funds to ensure the smooth first flight of its next-generation Neutron rocket in 2026. The company is conducting an ATM (at-the-market) offering to raise up to $1 billion in common stock. After the announcement, RKLB shares fell ~5% in after-hours trading. How long before it’s attractive to buy the dip?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":543329316501032,"tweetId":"543329316501032","gmtCreate":1773676608593,"gmtModify":1773677593709,"author":{"id":3576238338080136,"idStr":"3576238338080136","authorId":3576238338080136,"authorIdStr":"3576238338080136","name":"Luxodorscent","avatar":"https://community-static.tradeup.com/news/d6a396609b2303c47f59c73fc113dff2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.16","exceedPercentage":"93.18%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":58,"starInvestorFlag":false},"themes":[{"themeId":"a2706091d3e8437eb6376c3fe17eebde","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Nebius & Rocket Lab Raises Funds at High: When to Bottom?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":a2706091d3e8437eb6376c3fe17eebde}&rnconfig={\"headerBarHidden\": true}","description":"Nebius plans to issue $3.75 billion in convertible senior notes to fund the buildout. Following the announcement, its stock dropped over 10%, giving back part of its previous gains.\n\nRocket Lab is raising funds to ensure the smooth first flight of its next-generation Neutron rocket in 2026. The company is conducting an ATM (at-the-market) offering to raise up to $1 billion in common stock. After the announcement, RKLB shares fell ~5% in after-hours trading.\nHow long before it’s attractive to buy the dip?","image":"https://community-static.tradeup.com/news/48e3d1aab40ba0bc27c3f77181c10fff"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>NVDA few days ago and now META.&nbsp;\nMeta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period.\nThis fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft.\n \n#META #NBIS #AI #Datacenter #computingpower&nbsp;</body></html>","htmlText":"<html><head></head><body>NVDA few days ago and now META.&nbsp;\nMeta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period.\nThis fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft.\n \n#META #NBIS #AI #Datacenter #computingpower&nbsp;</body></html>","text":"NVDA few days ago and now META. Meta has committed to purchasing additional available compute capacity from certain upcoming Nebius clusters, up to $15 billion over the five-year period. This fits into the broader AI infrastructure boom, where companies like Meta are ramping up massive capex (Meta reportedly planning up to $135 billion in AI-related spending this year). Nebius has secured other big deals too, including multi-billion agreements with Microsoft. #META #NBIS #AI #Datacenter #computingpower","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/543329316501032","repostId":0,"isVote":1,"tweetType":1,"viewCount":523,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","MSFT","FB"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":433,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/543329316501032"}