# Meta’s $95 Billion Stock Offering; Moderna Down; Tesla Shares Up

An episode of [Stock Movers](https://invisiblenetwork.ai/podcast/1803209456), 26 Oct 2026, 3:25.

Audio: https://podtrac.com/pts/redirect.mp3/traffic.omny.fm/d/clips/e73c998e-6e60-432f-8610-ae210140c5b1/deb345cd-6d73-4a24-a6e3-b2a50138dd86/3de41c9a-49ae-46b8-b052-b4ef00f9fcfe/audio.mp3?utm_source=Podcast&in_playlist=a55c6f22-aa32-4a58-aebd-b2a50138e2b2

Today's biggest winners and losers in the stock market. On this episode of Stock Movers: - Meta Platforms (META) analysts are positive on the Facebook parent after it said it is looking to raise as much as $95 billion from selling common and preferred stock to fund its AI investments, seeing the news as removing an overhang on the stock. - Shares of Moderna (MRNA) are set to extend their decline for a third session, after the drugmaker gave results from a trial of its experimental vaccine used in the treatment of pancreatic cancer. - Tesla (TSLA) shares gain as Barclays upgrades to overweight from equal-weight, citing M&A opportunity with SpaceX. See omnystudio.com/listener for privacy information.

## Transcript

[0:02] Speaker 1: Bloomberg Audio Studios. Podcasts. Radio.
[0:06] Speaker 2: News.
[0:08] Speaker 1: The Stock Movers Report. Your roundup of companies making moves
[0:12] Speaker 1: in the stock market. Harnessing the power of Bloomberg data.
[0:15] Speaker 2: Let's see what some stock movers are happening out there.
[0:19] Speaker 2: We're going to do that with Tatiana.
[0:20] Speaker 1: Daria, strategist for MarketSlide. Tatiana, what are you looking at today?
[0:24] Speaker 2: I'm looking at MetaShares swinging here quite a bit in
[0:27] Speaker 2: today's trading session. It was down about 2%, and now
[0:31] Speaker 2: it's about flat or slightly higher. Investors are still wrapping
[0:34] Speaker 2: their heads around its latest $ 95 billion combined stock offerings,
[0:39] Speaker 2: one of the largest in history. The company is offering
[0:42] Speaker 2: about $ 35 billion of common and preferred stock, and it
[0:45] Speaker 2: also has plans to raise as much as $ 60 billion
[0:49] Speaker 2: in a separate at-the-market share program. And it also disclosed
[0:53] Speaker 2: that NVIDIA, AMD, and Broadcom had agreed to buy as
[0:57] Speaker 2: much as $ 5 billion of those common shares in aggregate,
[1:00] Speaker 2: so perhaps reviving some of those circular financing concerns there. Again,
[1:06] Speaker 2: I mean, this was kind of expected after they announced
[1:09] Speaker 2: that new class of non-voting stocks share alongside earnings last week.
[1:15] Speaker 2: Just the magnitude of these announcements is what's perhaps taking
[1:19] Speaker 2: investors by surprise here.
[1:21] Speaker 1: Absolutely.
[1:21] Speaker 2: All right, next up on your list. It is Moderna.
[1:24] Speaker 2: That stock is down by about, it was down about 8%.
[1:29] Speaker 2: Now it's slightly under 1%. The drugmaker gave results from
[1:33] Speaker 2: a trial of its experimental vaccine used in the treatment
[1:37] Speaker 2: of pancreatic And BI analysts here say that the data
[1:41] Speaker 2: failed to beat BioNTech's survival treatment or even chemotherapy, so
[1:47] Speaker 2: a little bit underwhelming. Note, though, this is separate from
[1:50] Speaker 2: the leaked data we got on melanoma last week, which
[1:54] Speaker 2: drove all of that sharp moves in the market. So
[1:58] Speaker 2: it looks like investors are still digesting those results. They
[2:01] Speaker 2: did give an update over the weekend for those. For now,
[2:05] Speaker 2: they call that data approvable. Though questions linger over how
[2:09] Speaker 2: much else can we go into the solid tumors based
[2:13] Speaker 2: on the breakthroughs made.
[2:14] Speaker 1: In melanoma alone. All right. One more.
[2:16] Speaker 2: And Tesla here, a big mover today, up 6%. This
[2:20] Speaker 2: is all driven by excitement about a potential takeover from
[2:25] Speaker 2: SpaceX that has prompted analysts to upgrade their rating on
[2:31] Speaker 2: the stock. Barclays is the latest one to lift it
[2:34] Speaker 2: to an overweight from equal weight and assigning a new
[2:37] Speaker 2: price target of $ 450. I have to say that that
[2:41] Speaker 2: average price target has been drifting higher and higher. It's
[2:45] Speaker 2: now pointing to $ 418 a share or about 7% higher.
[2:50] Speaker 2: Investors here are looking past the cash burn, past the
[2:53] Speaker 2: earnings concerns. And M & A is the single most
[2:58] Speaker 2: biggest thing they care about right now.
[3:00] Speaker 1: The Stock Movers Report from Bloomberg Radio. Check back with
[3:04] Speaker 1: us throughout the day for the latest roundup of companies
[3:07] Speaker 1: making news on Wall Street. And for the latest market-moving headlines,
[3:11] Speaker 1: listen to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com,
[3:16] Speaker 1: and on Apple CarPlay and Android Auto with the Bloomberg
[3:19] Speaker 1: Business app.

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