$META Meta officially closed its $30 billion bond offering and filed it with the SEC after hours.
Here’s how to interpret the move:
1. Huge institutional demand:
Closing a $30 B bond offering successfully means investors lined up to lend Meta tens of billions — that’s a major confidence signal in Meta’s long-term stability and credit quality.
2. Locked-in long-term rates:
The maturities run from 2030 to 2065, meaning Meta just secured long-term financing before rates fall (which many expect in 2026). That’s savvy timing — locking in today’s yields before they drop = strong financial management.
3. Fuel for expansion or buybacks:
If Meta channels this capital into AI infrastructure, data centers, or share repurchases, it’s EPS-accretive and could propel stock performance over time.
Just copy pasted this from my friend lol
Lmao, earlier this year the prediction was they would lose about $13.5 Bn in 2025. Actual results Q1-3 have been -$25.5 billion!!! Their own projections are unrealistic and they keep missing them wildly. Insane that anyone is still willing to invest or lend to OpenAI.
From Bloomberg:
"Meta Defies AI Spending Gloom With Its Record-Breaking Bond Sale"
-- Takeaways:
- Meta Platforms Inc. sold $30 billion of bonds, drawing $125 billion in orders, on a day when its shares dropped as much as 14% after it posted quarterly earnings.
- The company plans to spend hundreds of billions of dollars on data centers and other AI infrastructure over the next decade, with at least part of that spending to be fueled by borrowing.
- Bond investors are eager to lend to Meta, partly because they have been pouring money into short- and intermediate-term high-grade bond funds for 25 consecutive weeks, looking to lock in yields before they fall further.
Bunk narrative. I work in credit markets. The debt wall is perpetually pushed out. Every distressed debt investor was excited that the wall was coming in 2022 and then gradually woke up to realize it just keeps getting refinanced. Spreads are at long term lows. Credit is easy. Borrowers are falling over themselves to lend. Until the economy really truly stops working, corporates are fine.
https://fred.stlouisfed.org/series/BAMLC0A0CM
https://www.longtermtrends.net/bond-yield-credit-spreads/
https://www.fticonsulting.com/insights/articles/does-corporate-debt-maturity-wall-really-exist