rights offering

Whether it reads as good or bad news depends on what the cash is for. Money raised to build capacity that is already sold out reads differently from money raised to cover interest. The share price usually falls on announcement because each existing share now owns a smaller slice of the same company.

Predictions & track record (1)

• Awaiting grading Four big tech firms have guided 2026 AI capex up to $745 billion, and a third of that money is borrowedScore on third-quarter results, looking at capex and funding together. Capex rising while bond issuance and equity raises shrink counts as operating cash catching up, and both rising together counts as deepening reliance on credit.

2 related posts

• Watch Four big tech firms have guided 2026 AI capex up to $745 billion, and a third of that money is borrowed Serenity (@aleabitoreddit) · 2026-07-31
• The same share cost 51% more in New York than in Seoul. Why didn't the gap close? 메르 (ranto28) · 2026-07-15