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26.03.26 - 15:43
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Meta and Google Found Liable; Corebridge and Equitable Merge; Pony AI Swings to Profit (Bloomberg)
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Today's biggest winners and losers in the stock market.
On this episode of Stock Movers:
- Corebridge Financial and Equitable Holdings to combine in an all-stock merger, valuing the combined company at approximately $22 billion.
- Meta Platforms Inc. and Alphabet Inc.'s Google must pay damages to a 20-year-old woman who said her addiction to social media caused her mental health struggles, a jury concluded in a landmark decision that could signal hefty risks for the companies as they fight thousands of similar claims.
- Pony AI Inc. delivered its first profitable quarter ever, bolstered by a windfall from an early investment, rather than its main robotaxi business. (Source: Bloomberg)...
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12.02.26 - 05:48
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TSMC′s advanced process drives AI profits; SMIC, UMC, VIS face growth pressure (Digitimes)
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Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns about an AI bubble, though Nvidia CEO Jensen Huang called the CSPs' spending "reasonable and necessary." The semiconductor industry sees a clear divide: TSMC is profiting heavily from AI demand, while Semiconductor Manufacturing International Corporation (SMIC), United Microelectronics Corporation (UMC), and Vanguard International Semiconductor (VIS) face growth challenges....
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10.02.26 - 16:48
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Meta muss Telekom 30 Millionen Euro zahlen (RND)
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Der Datenbedarf in sozialen Medien ist riesig. Doch für die Datenübertragung zahlen wollen „Big Techs“ nicht, das sei Sache der Netzbetreiber. Die Facebook-Mutter Meta wird in Deutschland nun aber zur Kasse gebeten....
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