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03.07.26 - 16:48
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Meta Platforms (ex Facebook) Neutral (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Die US-Bank JPMorgan hat die Einstufung für Meta auf "Neutral" mit einem Kursziel von 725 US-Dollar belassen. Doug Anmuth äußerte in einer am Donnerstag vorliegenden Studie seine Gedanken zu einer potenziell geänderten Monetarisierungs-Strategie ......
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03.07.26 - 15:30
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Why Meta’s Betting-App Dream Could Be a ‘Poison Golden Egg’ for Its Cash Machine (24/7 Wall St.)
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The hosts at TBPN spent a segment this week chewing over a report from NPR's Bobby Allen that Meta (NASDAQ:META) considered acquiring Kalshi before deciding to build its own prediction-market app. If you have been ignoring prediction markets, the short version is that they let people place real money on future events. Elections. Box office. Whether the ... Why Meta's Betting-App Dream Could Be a 'Poison Golden Egg' for Its Cash Machine...
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03.07.26 - 14:54
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Wall Street Is Split on Meta’s Secret Cloud Move, and One Side Is Very Wrong (24/7 Wall St.)
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Meta Platforms (NASDAQ:META) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least ... Wall Street Is Split on Meta's Secret Cloud Move, and One Side Is Very Wrong...
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03.07.26 - 14:48
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Centre cracks whip on Meta over Instagram ads promoting child sexual abuse material (Times of India)
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India's IT Minister Ashwini Vaishnaw has ordered officials to summon Meta following reports of Instagram advertisements featuring child sexual abuse material. This action highlights growing concerns about objectionable content on social media and the effectiveness of content moderation on platforms like Instagram. The ministry is seeking answers regarding the platform's handling of such serious issues....
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03.07.26 - 08:30
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AI computing stock panic over Meta cloud rumour ′erroneous′, analysts say (SCMP)
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A panic over excess computing capacity for artificial intelligence was “erroneous”, according to a report by research firm SemiAnalysis, after a global sell-off erased billions of dollars in value from semiconductor stocks on Thursday.
Spooked investors interpreted a potential pivot by Meta Platforms into cloud services as a sign of an AI hardware glut, as they feared the US tech giant was preparing to flood the market with unused graphics processing units.
Shares of alternative cloud companies......
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