Meta and SpaceX signal major capital raises this week, pointing to hyperscaler capex above prior estimates

Meta and SpaceX are signaling major capital raises this week, pointing to hyperscaler capex running above prior estimates, according to a desk report. The signal comes despite HSBC forecasting weaker CoreWeave EPS and data showing 47 large data-center projects delayed or blocked in 2026.

Detected & updated continuously · Source: Nebula