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07.06.26 - 16:18
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Got $10,000? Meta vs Nvidia: The Better Opportunity Right Now (24/7 Wall St.)
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Meta (NASDAQ: META) and NVIDIA (NASDAQ: NVDA) both just delivered headline-grabbing quarters, but from opposite sides of the AI capex trade. Meta is writing the checks. NVIDIA is cashing them. With $10,000 in hand, the question is whether you want the buyer of compute at a discount or the seller of compute near record highs. ... Got $10,000? Meta vs Nvidia: The Better Opportunity Right Now...
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07.06.26 - 02:00
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Facebook Marketplace Enters The AI Thirst-Trap Era (ZeroHedge)
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Facebook Marketplace Enters The AI Thirst-Trap Era
Searching Facebook Marketplace in the AI era has revealed a strange new phenomenon: sellers are running product photos through chatbots or image generators to insert scantily clad women into listings.
This marketing ploy seemingly bets that thirst-trap imagery will boost clicks and improve the chances of selling whatever item is listed on the online marketplace.
"This dude on FB Marketplace has multiple listings for heavy Caterpillar industrial equipment superimposed with AI-generated female models. Must have industry-leading click-through rates," journalist Trung Phan wrote on X.
This dude on FB Marketplace has multiple listing for heavy Caterpillar industrial equipment superimposed with AI-generated female models. Must have industry-leading click through rates.
Absolutely crying rn. https://t.co/Mpx6QIdOtQ pic.twitter.com/EINbmxJO66
— Trung Phan (@TrungTPhan) May 28, 2026
Sure enough, the thirst-trap imagery appears to be workin...
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06.06.26 - 00:30
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The $200 Billion Data Center Transforming Louisiana (Bloomberg)
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Meta's Mark Zuckerberg wanted to build a massive data center. And Louisiana leaders wanted Meta to choose their state as its home. But making that happen took a lot of negotiation — and secrecy. Bloomberg reporter Riley Griffin takes host Sarah Holder inside the deal. (Source: Bloomberg)...
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05.06.26 - 21:24
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Ringing The Bell: Meta Plunges On Report It May Sell "Tens Of Billions" In New Stock (ZeroHedge)
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Ringing The Bell: Meta Plunges On Report It May Sell "Tens Of Billions" In New Stock
They don't ring the bell at the top, but they sure do sell a lot of stock.
With SpaceX, Anthropic and OpenAI looking to IPO hundreds of billions in common stock (not counting even more hundreds of billions in lock up expirations that will hit the market soon)...
... coupled with Google's record $80 Billion follow on offering (of which half was a memestock-esque At The Market offering direct to retail), suddenly the cash-incinerating AI companies - already full to the gills with SPV and various other forms of debt - are realizing that if they don't move fast they will miss the boat.
And sure enough, FT reports that arguably the biggest cash burner of the lot, Meta, is considering raising tens of billions of dollars in a stock offering as it seeks new sources of capital to fund Mark Zuckerberg's vast ambitions in AI, following the launch of Google's record $85bn share deal this week.
According to...
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