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01.05.26 - 22:01
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Meta: Nach dem Absturz (Der Aktionaer)
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Fast 9 Prozent Minus nach Zahlen – und jetzt erst einmal Ruhe. Die Meta-Aktie war am Donnerstag deutlich unter Druck geraten, nachdem der Konzern seine Investitionspläne für Künstliche Intelligenz weiter hochgeschraubt hatte. Zum Wochenschluss stabilisiert sich der Kurs zumindest und rutscht nicht weiter ab....
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01.05.26 - 22:01
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Meta Buys Robot Brain Startup As Zuck Wants Humanoids In Homes (ZeroHedge)
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Meta Buys Robot Brain Startup As Zuck Wants Humanoids In Homes
After the Oculus and Metaverse bets turned into costly disappointments for Mark Zuckerberg's Meta Platforms, the tech giant's pivot to real-world humanoid robotics appears to be gaining momentum, with news Friday afternoon that it is acquiring Assured Robot Intelligence.
Bloomberg reports that Meta has closed the acquisition of the humanoid robotics startup, which develops AI models to help robots understand, predict, and adapt to human behavior in complex environments.
What Meta has acquired appears to be a "robot brain" designed to give Zuckerberg's humanoid robots better control, self-learning capabilities, and whole-body movement, enabling them to operate around people and perform physical tasks. Eventually, Zuckerberg wants these bots in your home.
Under the deal, co-founders Lerrel Pinto and Xiaolong Wang will join Meta Superintelligence Labs and work with the Meta Robotics Studio.
There is no information about ...
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01.05.26 - 18:12
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Meta Face-Plants on CapEx Worries. Why the Move Doesn’t Make Sense (24/7 Wall St.)
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Meta Platforms (NASDAQ:META) trades at $610.34 after a brutal selloff, while the Wall Street consensus price target sits at $855.11. That's an implied upside of roughly 41% — one of the widest dislocations among mega-cap tech. Meta runs Facebook, Instagram, WhatsApp, Messenger, and Threads, with advertising producing nearly all revenue. The company also funds Reality ... Meta Face-Plants on CapEx Worries. Why the Move Doesn't Make Sense...
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01.05.26 - 18:00
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The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here’s the Stock That Profits Most (24/7 Wall St.)
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Wall Street used to obsess over quarterly cloud growth. Now it's tracking power consumption, GPU shipments, and data-center construction schedules. That shift became impossible to ignore after the latest earnings reports from Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Meta Platforms (NASDAQ:META). Together, the four largest hyperscalers now expect to spend roughly $710 billion this ... The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most...
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01.05.26 - 17:06
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Memory Stick Prices Refuse To Come Back To Earth (ZeroHedge)
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Memory Stick Prices Refuse To Come Back To Earth
Apple CEO Tim Cook's warning during Thursday evening's earnings call about the deepening global memory shortage sent us back to review memory stick prices.
Let's review what Cook said…
"We believe memory costs will drive an increasing impact on our business," Cook told analysts, while also warning about "supply constraints." He added, "We'll continue to evaluate this."
It wasn't just Cook warning about memory prices this week. Meta and Microsoft also noted in their earnings results that higher prices contributed to their elevated capital expenditures.
Memory makers Micron, Samsung, and SK Hynix have all been racing to add new capacity as AI data centers absorb an ever-larger share of memory sticks, which are typically used in PCs and smartphones.
Comments from Cook and other Big Tech firms this week about the dire situation prompted us to check the latest prices amid the memory crunch.
Goldman analyst Kenta ...
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01.05.26 - 15:48
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Meta, Microsoft, or Alphabet: Which Magnificent 7 Stock Dominated in April? (24/7 Wall St.)
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Among the three Magnificent 7 stocks that reported earnings on Wednesday, April 29, after the close, one name ran away with April. Alphabet (NASDAQ:GOOGL) delivered the quarter that defined the month, while Microsoft (NASDAQ:MSFT) and Meta Platforms (NASDAQ:META) lagged well behind it. The April scoreboard, measured from the March 31 close to the April 30 ... Meta, Microsoft, or Alphabet: Which Magnificent 7 Stock Dominated in April?...
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