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Oct 26, 2026
Meta proposes $35 billion offerings alongside AI infrastructure investment
Meta’s October 26 plan combines proposed common-stock forward and preferred-stock offerings with a separate, uncertain future ATM program. Initial common sales do not give Meta proceeds, and chip-company interest is nonbinding.
Oct 26, 2026
Oracle plans a business semantic layer and AI catalog for Autonomous AI Lakehouse
Oracle’s October 26 lakehouse update combines Iceberg SQL and data workflows with a planned AI catalog and business semantic layer. The two central roadmap components are expected within 12 months, subject to Oracle’s future-product caveat.
Oct 26, 2026
Oracle announces Fusion Companion to coordinate work through AI clients
Oracle’s October 26 announcement pairs a coordinating layer for Fusion work with a native Agentic Home. Supported AI clients, permissions and actual deployment availability remain separate questions.