Meta Is Reportedly Weighing a Multibillion-Dollar Stock Sale to Fund Its AI Build-Out. Here's What It Could Mean for Shareholders.

Meta is reportedly considering a multibillion-dollar stock sale to fund its massive AI infrastructure spending, which has grown to $125-145 billion for 2026. The move would represent a shift from the company's previous share buyback strategy and comes as Meta's capital expenditures are outpacing revenue growth. While the dilution impact would be modest for a $1.5 trillion company, timing is less favorable than Alphabet's recent $85 billion equity raise, as Meta's stock is down 11% year-to-date.