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22.06.26 - 12:51
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Is The AI Spending Boom Creating A Depreciation Time Bomb? (ZeroHedge)
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Is The AI Spending Boom Creating A Depreciation Time Bomb?
Via City AM,
Big Tech's AI spending has exploded, with Google, Microsoft, Amazon, and Meta collectively investing hundreds of billions of dollars in infrastructure.
Rapid technological change may shorten the economic life of AI servers and GPUs, increasing depreciation and replacement costs.
The long-term profitability of AI will depend not only on demand growth but also on whether companies can justify the enormous ongoing capital requirements.
The eye-watering capital expenditure plans of Big Tech has been one of the year's biggest stories.
Google, Meta, Amazon, and Microsoft have all splurged to secure a podium spot in the race to build out the infrastructure that will run the artificial intelligence (AI) revolution.
Total capex by these four firms is expected to reach $750bn (£560bn) this year, around half the annual spending of the entire UK government. It is much higher than this high-tech quartet has budgete...
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22.06.26 - 12:00
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Meta-Aktie: Diese Marken sollten Anleger jetzt im Blick behalten (Sharedeals)
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Die Meta-Aktie befindet sich weiterhin in einer schwierigen Marktphase. Während viele Technologieaktien zuletzt wieder Stärke zeigen konnten, bleibt die Entwicklung bei Meta vergleichsweise verhalten. Vor allem die hohen Investitionen in Künstliche Intelligenz sorgen weiterhin für Diskussionen unter Anlegern. Gleichzeitig zeigt auch das Chartbild aktuell wenig Euphorie. Hohe KI-Ausgaben belasten die Stimmung Fundamental gehört Meta weiterhin […]
The post Meta-Aktie: Diese Marken sollten Anleger jetzt im Blick behalten first appeared on sharedeals.de....
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22.06.26 - 11:03
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UK Government Plans To Force Social Media Giants To Boost BBC Content To ′Fight Disinformation′ (ZeroHedge)
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UK Government Plans To Force Social Media Giants To Boost BBC Content To 'Fight Disinformation'
Authored by Steve Watson via Modernity News,
The UK government, under the apparently outgoing Prime Minister Keir Starmer, is advancing proposals that would require platforms like Facebook, YouTube and others to make BBC and other public service broadcaster content more prominent in users' feeds.
Officials frame the move as essential to combat 'disinformation,' citing Ofcom data that social media serves as the main news source for 51% of adults and 75% of 16- to 24-year-olds.
Yes, they want to turn social media into a literal Ministry of Truth.
Under plans to further restrict private media firms, news from public service broadcasters would be given priority to fight "disinformation".
The proposals will set Sir Keir Starmer on a collision course with tech giants already frustrated by his under-16s social media ban … pic.twitter.com/uOw4Tb9Ybq
— The Telegraph (@Telegraph) June 20, 2...
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22.06.26 - 10:12
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Meta Platforms Aktie: Chartmarken im Blick - Chartanalyse (Aktiencheck)
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Zürich (www.aktiencheck.de) - Meta Platforms-Chartanalyse der UBS:
Für die Aktie von Meta Platforms Inc. (ISIN: US30303M1027, WKN: A1JWVX, Ticker-Symbol: FB2A, NASDAQ-Symbol: META) ging es am Donnerstag im Rahmen einer kleinen Gegenreaktion um 1,7% nach oben, wie aus der Veröffentlichung "KeyInvest DailyTrader" der UBS hervorgeht. [mehr]...
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22.06.26 - 08:12
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UK taxpayers want higher levies on big tech companies, survey shows (The Guardian)
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Two-thirds of respondents support increasing the 2% digital services tax for multinationalsTaxpayers want the UK to increase levies on giant global technology companies such as Facebook owner Meta, Google and Amazon, a survey of Britons' attitudes on corporate taxes suggests.The polling released on Monday by the Fair Tax Foundation – abody providing businesses with certification around responsible tax conduct – found that 67% of respondents believe that the government should charge higher digital services taxes on multinational technology groups “to increase their overall tax contribution in the UK”. Continue reading......
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21.06.26 - 21:48
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Veteran Tech Investor: Meta Is ‘One of the Best Advertising Machines Ever Built’ With 46% Upside (24/7 Wall St.)
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On a recent episode of The Investor's Podcast, investor Hari Ramachandra explained the bull case he saw for Meta Platforms after the stock fell roughly 20% from its peak, calling Meta Platforms (NASDAQ:META) one of the most mispriced large-cap opportunities available today. The stock closed at $577.22 on Thursday, June 18, 2026, down 12.4% year-to-date and 16.77% ... Veteran Tech Investor: Meta Is 'One of the Best Advertising Machines Ever Built' With 46% Upside...
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21.06.26 - 17:48
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Meta′s Recent Pullback Creates an Attractive Buying Opportunity (24/7 Wall St.)
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I am opening with the verdict because the gap between where Meta Platforms (NASDAQ:META) trades today and where our model says it should trade is too wide to bury. After a punishing six months for the stock, our 24/7 Wall St. price target for Meta is $837.78, implying 47.61% upside from $567.58. The recommendation is ... Meta's Recent Pullback Creates an Attractive Buying Opportunity...
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21.06.26 - 14:30
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Why ‘Real-Time AI’ Is AI’s Next Wave, and Why Meta Platforms Could Be a Massive Winner (24/7 Wall St.)
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At the Pure Accelerate Summit in Las Vegas, Rob Lee, Chief Technology and Growth Officer at Everpure (NYSE:P), the company recently rebranded from Pure Storage, told a Bloomberg Businessweek Live audience that the enterprise AI conversation has flipped. Six to 12 months ago, customer dialogue centered on experimentation. Today, those meetings open with ROI questions. ... Why 'Real-Time AI' Is AI's Next Wave, and Why Meta Platforms Could Be a Massive Winner...
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21.06.26 - 00:15
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NY Pride Group Disbands After Drag Queen Founder - A School Board Member - Arrested On Child Sexting Charges (ZeroHedge)
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NY Pride Group Disbands After Drag Queen Founder - A School Board Member - Arrested On Child Sexting Charges
A New York LGBTQ+ advocacy group has canceled a scheduled pride parade and disbanded after its founder was arrested on child-sexting charges.
Travis J. Longo, 46, of Cazenovia - a drag queen and a member of the Cazenovia School District Board of Education (of course), was arrested on Thursday and charged with four counts of endangering the welfare of a child after allegedly sending sexually explicit communications to a child under the age of 12.
In a now-deleted Facebook post, the group Longo founded, Cazenova Pride Inc., announced that it is "canceling this year's Pride Festival and all associated events, and we are dissolving as an organization."
"This decision follows serious criminal charges against Travis Longo, the founder of Cazenovia Pride Fest and a longtime figure in our organization," the post continues. "Travis Longo has no further affil...
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20.06.26 - 15:36
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Meta’s CEO Just Promised Superintelligence. He Thinks Everyone Will Have It (24/7 Wall St.)
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Mark Zuckerberg opened Meta Platforms (NASDAQ:META)'s Q1 2026 earnings call with a sentence that would sound deranged coming from almost any other CEO: “We're on track to deliver personal superintelligence to billions of people.” It was the thesis. The claim landed alongside numbers that, for once, support the swagger. Meta posted Q1 revenue of $56.31 ... Meta's CEO Just Promised Superintelligence. He Thinks Everyone Will Have It...
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20.06.26 - 11:03
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Meta: Fette Gewinne mit Betrug? Rentner sauer (Der Aktionaer)
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Es war keine ruhige Woche für Meta. Die Meta-Aktie kämpft gerade mit einer Korrekturphase. Und was in den vergangenen Tagen alles auf den Konzern einprasselte, zeigt: Die Probleme reichen von Washington bis in die Rechtsabteilung. Dazu kommt, dass die KI-Ambitionen weiter Milliarden kosten....
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