META

Everything Filings Intel has said about META across all issues.

• 10-Q · 2026-04-30 Issue 3 · bullish
  Q1 2026 — total revenue $56.31B (+33% YoY); Q1 capex $19.84B; ad price +12%, impressions +19%
• 8-K · 2026-04-29 Issue 3
  Q1 2026 earnings furnishing

• Follow the debt — the AI buildout went on credit, and that's the backdrop to the selloff Issue 11
  Alongside: GOOGGOOGLORCL
• Record highs on a ceasefire rumour — the overcrowding tell Issue 9
  Alongside: NVDAGOOGSQ
• AMD's $0.01 warrants — vendor financing as equity Issue 4
  Alongside: AMDNVDA
• Meta commits 6 gigawatts of AMD GPUs — half of AVGO's TPU thunder, gone Issue 4
  Alongside: AMDNVDAAVGO
• Arista takes +35% with 180bps of margin compression Issue 4
  Alongside: ANETMSFT
• Q1 hyperscaler capex annualises above $250B Issue 3
  Alongside: AMZNMSFTGOOGVRTEQIXANET