Schwab Network on $META (Oct 27, 2026)

We are monitoring Nvidia and Meta this morning. We have this deal here, of course, and it appears they will deepen their relationship regarding Muse, as part of the $95 billion capital increase that Meta announced yesterday.

but "Meta" is less down this morning. Yes, as you know, Meta did not attract real demand because of this news about some of their peers investing in this area here.

But Nvidia will invest $3 billion in Meta as part of the share offering that was revised again yesterday, or at least announced yesterday, to reach $97.5 billion here.

Now, the companies will continue to collaborate regarding the Muse product offerings and the Muse model family at this time. There are also rumors that they will be working on some open-source models in the future.

Now, Meta will also expand its deployment of Nvidia's Vera Rubin processors in addition to Vera CPUs, so that Muse can perform computing not only on the training side, but also on the inference side here.

So, I'm not saying this is round-the-clock financing, but again, there is an investment and there is also some other kind of deal when it comes to purchasing hardware that will be tied to that.

But when you look at "Meta", it is once again continuing to slide downwards.

Unfortunately, it really needs to hold the 630 level by the end of this week, Sam, otherwise we're going to see a technical breakdown, and even a further technical breakdown on the chart .

Yes, and it was interesting to observe the reaction yesterday when Meta announced this news. Initially, the stock declined, but it recovered slightly when they indicated there was demand from companies like Nvidia , before declining again during the session.

So, it is something worth watching, and I know that some other traders and technical experts are watching some of the levels I mentioned.