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21.05.26 - 09:30
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Meta-Aktie vor nächstem KI-Schub? (Sharedeals)
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Meta steckt aktuell mitten im größten Umbau der Unternehmensgeschichte. Milliarden fließen in KI, Rechenzentren, eigene Chips und Smart Glasses. Gleichzeitig will CEO Mark Zuckerberg Meta langfristig zu einem der führenden KI-Konzerne weltweit machen. Meta baut die KI-Strategie massiv aus Meta Platforms investiert derzeit aggressiv in künstliche Intelligenz. Für 2026 plant der Konzern Investitionen von bis […]
The post Meta-Aktie vor nächstem KI-Schub? first appeared on sharedeals.de....
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21.05.26 - 08:36
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Dank Nvidia zu neuen Rekorden? (Der Aktionaer)
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Mit dem Magnificent 7 Index, in dem Alphabet, Apple, Nvidia, Microsoft, Tesla, Meta und Amazon vertreten sind, ging es zuletzt weiter bergauf. In der vergangenen Handelswoche kletterte der Kurs auf eine neue Rekordmarke. Kurz darauf sorgten Gewinnmitnahmen für eine charttechnisch durchaus gesunde Korrektur....
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21.05.26 - 02:09
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The Water Economics Of Data Centers V. Almond Farms & Golf Courses (ZeroHedge)
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The Water Economics Of Data Centers V. Almond Farms & Golf Courses
A recent Gallup poll shows that nearly 70% of Americans oppose the construction of a data center in their communities, highlighting the rise of local resistance movements against hyperscaler buildouts. This resistance is driven by concerns over skyrocketing power bills, the destruction of farmland as it is transformed into industrial-scale AI infrastructure, and fears that data centers will drain local resources, particularly water.
It's no surprise that data center resistance is only gaining steam and will likely accelerate from here, as tech bros on the All-In podcast recently sounded the alarm. This resistance is emerging not just as power bills explode and water scarcity fears mount, but also as corporate America unleashes the "white-collar purge," with human labor swapped for GPUs. Meta was the latest to announce rising AI adoption alongside a new round of layoffs.
Water has become a flashpoint in data center de...
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21.05.26 - 01:48
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The Real Winner of SpaceX’s IPO: Mark Zuckerberg (24/7 Wall St.)
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Wall Street has spent the last six months questioning Mark Zuckerberg's aggressive AI capital spending, with Meta Platforms (NASDAQ:META) raising its 2026 capex guidance to $125 to $145 billion after a Q1 in which revenue grew 33% year over year. While everyone debates whether Meta is overspending, a quieter filing from SpaceX just laid out ... The Real Winner of SpaceX's IPO: Mark Zuckerberg...
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20.05.26 - 21:42
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These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors (24/7 Wall St.)
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The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That's Exactly Why They Might Surprise Investors...
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