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12.03.26 - 21:24
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Cuggino likes Meta for cost discipline: ‘know where the lines are’ on AI spending (24/7 Wall St.)
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Michael Cuggino, fund manager at Permanent Portfolio Family of Funds, has two AI stock picks: Meta Platforms (NASDAQ:META) and Palantir Technologies (NASDAQ:PLTR). His framework cuts through the noise around AI spending in a way most commentary doesn't. “META. I think they're one of the hyperscalers. We believe they've shown great cost containment and guardrails around ... Cuggino likes Meta for cost discipline: 'know where the lines are' on AI spending
The post Cuggino likes Meta for cost discipline: 'know where the lines are' on AI spending appeared first on 24/7 Wall St.....
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12.03.26 - 19:01
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How Big Tech′s AI Ambitions Are Fueling a Borrowing Boom (Bloomberg)
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For the past few years, the largest US technology companies have been in a costly race to develop advanced artificial intelligence systems while at the same time providing computing power to a burgeoning field of startups. To chase these goals, they have radically changed how they finance their growth. Long reliant on rich revenues and share price increases, Alphabet Inc.'s Google, Meta Platforms Inc. and other tech giants now are borrowing heavily to build the technology that makes chatbots run...
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12.03.26 - 15:54
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I Thought the ‘Magnificent Seven’ Trade Was Toast Until I Saw What Meta Is Doing With Its AI Chips (24/7 Wall St.)
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The Magnificent Seven trade certainly looked toast going into this year. While the names seemed like excellent long-term ways to profit from the next wave of AI, 2026 looked like it could be a repeat of 2022. While the Mag Seven might take a breather for a while longer as investors come to terms with ... I Thought the 'Magnificent Seven' Trade Was Toast Until I Saw What Meta Is Doing With Its AI Chips
The post I Thought the 'Magnificent Seven' Trade Was Toast Until I Saw What Meta Is Doing With Its AI Chips appeared first on 24/7 Wall St.....
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12.03.26 - 15:00
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Former Chief Security Officer at Meta, Uber, and Cloudflare Joins StackHawk Board to Help Security Teams Keep Pace with AI (PR Newswire)
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BOULDER, Colo., March 12, 2026 /PRNewswire/ -- StackHawk, the company re-imagining AppSec for the AI era, today announces the addition of Joe Sullivan to its board of directors. Sullivan, who served as Chief Security Officer at Meta, Uber, and Cloudflare during critical growth periods, is......
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12.03.26 - 12:18
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Cramer: Why does Meta need 78,000 employees if AI makes them 10x more productive? (24/7 Wall St.)
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Jim Cramer asked the question on air that a lot of investors are quietly thinking: “If you can have AI agents that can make an employee ten times as productive, then why do you need 78,000 people?” He was talking about Meta Platforms (NASDAQ:META), but the logic extends well beyond Zuckerberg's empire. And the investment ... Cramer: Why does Meta need 78,000 employees if AI makes them 10x more productive?
The post Cramer: Why does Meta need 78,000 employees if AI makes them 10x more productive? appeared first on 24/7 Wall St.....
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