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21.11.25 - 20:30
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Meta Platforms’ Hidden AI Flywheel Is About to Crush the Competition (24/7 Wall St.)
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Many investors still view Meta Platforms (NASDAQ:META) as primarily a social media company running Facebook and Instagram. While that foundation remains core, the company has evolved into a broad technology powerhouse with advertising, messaging, hardware, and now artificial intelligence at its center. The stock has delivered strong returns over the years, but occasional missteps — like ... Meta Platforms' Hidden AI Flywheel Is About to Crush the Competition
The post Meta Platforms' Hidden AI Flywheel Is About to Crush the Competition appeared first on 24/7 Wall St.....
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21.11.25 - 20:15
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CapEx Spending On AI Is Masking Economic Weakness (ZeroHedge)
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CapEx Spending On AI Is Masking Economic Weakness
Authored by Lance Roberts via RealInvestmentAdvice.com,
The U.S. economy's recent growth has a distinctive engine: large‑scale capital expenditures (capex) tied to artificial intelligence (AI). Firms such as Microsoft, Alphabet (Google), Meta Platforms, and Amazon have announced massive investments in data centers, servers, networking equipment, and AI infrastructure.
As noted by Investing.com:
“Artificial intelligence is consuming capital faster than investors can recalibrate. Bank of America now sees global hyperscale spending rising 67% in 2025 and another 31% in 2026, with total outlays climbing to $611 billion. That is a $145 billion increase in just one month's estimates.
The surge shows how cloud giants are doubling down. Google raised its 2025 capital budget to $92 billion, Microsoft plans even faster growth into fiscal 2026, and Meta now expects spending of about $100 billion in 2026. Amazon's data center capacity is on tr...
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21.11.25 - 11:51
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Circus ernennt Frank Holtey zum neuen Chief Commercial Officer (Business Wire)
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MUNICH--(BUSINESS WIRE)--Die Circus Group (WKN: A2YN35 / Symbol: CA1), ein globaler Technologieführer im Bereich autonomer KI-Robotiksysteme, gibt heute die Ernennung von Frank Holtey zum neuen Chief Commercial Officer (CCO) bekannt.
Frank Holtey verfügt über mehr als 30 Jahre internationaler Vertriebserfahrung und ist bereits seit 1,5 Jahren im Management des Unternehmens tätig, wo er als Director Global Affairs maßgeblich den internationalen Geschäftsaufbau sowie die Entwicklung zentraler Key Accounts wie REWE vorangetrieben hat.
In seiner neuen Funktion übernimmt Holtey die Gesamtverantwortung für die kommerzielle Strategie mit Fokus auf Wachstum, Markenpositionierung und internationale Expansion der Circus Group – in einer Phase, in der das Unternehmen seine Hochvolumenproduktion deutlich erweitert, die Roll-outs des CA-1 KI-Roboters mit Großkunden wie REWE und Meta skaliert und gleichzeitig seine Vertriebsaktivitäten im Verteidigungssektor im europäischen Raum stark ausbaut.
Das Unterneh...
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21.11.25 - 11:51
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Circus Appoints Frank Holtey as New Chief Commercial Officer (Business Wire)
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MUNICH--(BUSINESS WIRE)--Circus Group (ISIN: DE000A2YN355 // Symbol: CA1), a global technology leader in autonomous AI robotics systems, today announced the appointment of Frank Holtey as its new Chief Commercial Officer (CCO).
Frank Holtey brings more than 30 years of international sales experience and has been part of the company's management team for the past 1.5 years, where, as Director Global Affairs, he played a key role in building the company's international operations and developing major key accounts such as REWE.
In his new position, Holtey will take on overall responsibility for the commercial strategy of the Circus Group, with a focus on growth, brand positioning, and international expansion. His appointment comes at a time when the company is significantly ramping up its high-volume production, scaling deployments of the CA-1 AI robot with major customers such as REWE and Meta, and simultaneously expanding its commercial activities in the defence sector across Europe.
The company is prepa...
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21.11.25 - 10:15
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Meta Platforms-Aktie: Ist der Kursrutsch berechtigt? (Sharedeals)
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Die deutlichen Verluste der Meta-Aktie nach den jüngsten Quartalszahlen haben viele Anleger aufgeschreckt. Doch ein genauer Blick zeigt, dass sich hinter dem Kursrückgang eher eine Fehlinterpretation verbirgt als eine echte Verschlechterung der Geschäftslage. Noch im August galt Meta als klarer Kauf: Die Integration von künstlicher Intelligenz trieb die Geschäftsentwicklung spürbar an, und starke Quartalszahlen stützten […]
The post Meta Platforms-Aktie: Ist der Kursrutsch berechtigt? first appeared on sharedeals.de....
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21.11.25 - 01:54
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Yann LeCun leaves Meta and launches new AI startup (Digitimes)
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Yann André LeCun, the prominent AI pioneer who leads one of Meta's core research labs and serves as its Chief AI Scientist, plans to leave the company to launch a new venture. A Meta spokesperson confirmed his departure, and LeCun wrote on Facebook, "As many of you have heard through rumors or recent media articles, I am planning to leave Meta after 12 fantastic years."...
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