동영상
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Meta wants $95 billion, and tech credit is the most stressed since 2022 | Sozzi Unleashed
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Meta and Google Rejoin the Frontier, Microsoft’s Maia 300, and the AI Credit Scare
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Meta jumped 11% and was the most sold stock on Interactive Brokers | Market Hang
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Brazil Crashes After Lula Win, $META Seeks $95B Raise | PreMarket Playbook | October 26, 2026
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The bond market is pricing Meta for trouble | Market Hang
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Tech News 2248 || iPhone 18 pro Sale, Samsung S27 Edge, vivo V80,Anthropic salesforce,Meta Luna.Etc
블로그
- AI 생태계에서 금융 조달 방식이 복잡해지고 있다. 규제를 완화하고 금융 통로를 만든다 SEC의 데이터센터 증권화 규제 명확화 ↓ 1단계 — Big Tech가 자기 돈을 쓴다 Microsoft / Amazon / Google / Meta 별도 회사에 넣는다 Meta–BlackRock / Meta–Blue Owl SPV(특수목적회사) 설립 ↓ 4단계 — 외부 투자기관의 돈을 끌어온다 Apollo / Blackstone
- Moody's: "Oracle만 문제가 아니다", 부외부채: $1.65조 Moody’s says ‘unprecedented’ AI spending threatens credit quality of Amazon, Meta, Alphabet and others