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09.02.26 - 04:06
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AI spending spree threatens big tech cash flows (Digitimes)
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A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and aggressive investment in AI infrastructure....
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08.02.26 - 16:36
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Social media companies are being sued for harming their users′ mental health – but are the platforms addictive? (The Guardian)
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Experts say the term 'addiction' is be overused and, for social media use, could be difficult to proveForthcoming legal proceedings against Meta and YouTube are frequently referred to as the “social media addiction trials”, but whether these platforms are truly addictive is still the subject of scientific debate.The lawsuits were brought against Meta, YouTube (Google), Snap Inc and TikTok by plaintiffs alleging these platforms severely damaged their mental health when they were children. Snap and TikTok settled the first case to go to trial, brought by a woman known as KGM, now about 20. The remaining defendants, Meta and YouTube, were set to go to court this week, but the trial was delayed because Meta's senior attorney became ill. Continue reading......
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08.02.26 - 12:01
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Kinderschutz als neue Generalrechtfertigung für Zensur (Tichys Einblick)
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Die Christlich-Demokratische Union Deutschlands plant ein Social-Media-Verbot für unter 16-Jährige. Ein entsprechender Antrag liegt zum kommenden CDU-Bundesparteitag am 20./21. Februar vor. Für „offene Plattformen“ sollen ein gesetzliches Mindestalter von 16 Jahren und eine verpflichtende Altersverifikation eingeführt werden.. --- Auch inhaltlich sind die Verbotspläne nicht so recht plausibel. In Deutschland darf man mit 14 ohne Einwilligung der Eltern das eigene Geschlecht wechseln. In Schleswig-Holstein darf man mit 14 ohne Einwilligung der Eltern die Religion wechseln. Aber wenn man noch nicht 16 ist, soll man sich keine TikTok-Videos ansehen dürfen? --- Das schützt kein einziges Kind. Aber es schützt die politische Klasse..
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07.02.26 - 17:24
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Why Nvidia’s Jensen Huang Thinks Meta Platforms Is AI’s Profit Pioneer (24/7 Wall St.)
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Artificial intelligence (AI) holds immense potential to reshape industries, from automating tasks to generating new insights. Yet, despite this promise, only a handful of companies have turned AI deployments into substantial profits, though most are chipmakers like Nvidia (NASDAQ:NVDA) that supply advanced accelerators to fuel AI expansion. However, many customers investing in these tools struggle ... Why Nvidia's Jensen Huang Thinks Meta Platforms Is AI's Profit Pioneer
The post Why Nvidia's Jensen Huang Thinks Meta Platforms Is AI's Profit Pioneer appeared first on 24/7 Wall St.....
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07.02.26 - 03:36
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Goldman: Local Resistance Against Data Centers "Are Not Slowing Development" (ZeroHedge)
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Goldman: Local Resistance Against Data Centers "Are Not Slowing Development"
Fierce winter weather across the eastern half of the U.S. put the power grid, data centers, and electricity prices back in focus, especially in the Mid-Atlantic, where Washington, D.C., logged its longest freezing streak since 1989.
Our review of Facebook, X, media coverage, and local officials' comments suggests that the cold snap across the Mid-Atlantic has put data centers and power bills in the spotlight, especially given that PJM Interconnection is already operating in a very tight grid environment.
Even as residents in Mid-Atlantic states increasingly push back against data centers while watching their monthly power bills soar, local officials, some of whom are partly responsible for tightening grid spare capacity with backfiring "green" policies, are scrambling as public anger grows.
However, Goldman analysts led by Hongcen Wei have some disappointing news for residents in the Mid-Atlantic...
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07.02.26 - 01:42
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Big Tech′s $650 Billion AI Plans Spark Chip Rally (Bloomberg)
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Nvidia shares soared Friday as investors snapped up shares of companies positioned to benefit from the vast sum of money that big technology firms have said they'll spend on artificial intelligence infrastructure this year. Amazon sparked the rebound after the technology giant said during an earnings call that it plans to spend $200 billion on data centers, chips and other equipment this year. All told, Amazon, along with Alphabet, Meta and Microsoft, are expected to shell out roughly $650 billion for AI tools in 2026, about 60% more than the prior year. Mark Mahaney, Senior Managing Director and Head of Internet Research at Evercore ISI, joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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06.02.26 - 23:18
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If You′re Free To Complain about Fascism, You Don′t Live In A Fascist Country (ZeroHedge)
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If You're Free To Complain about Fascism, You Don't Live In A Fascist Country
Authored by Jenna McCarthy via Jenna's Side,
Many, many years ago—we're talking decades—I got into a fight with a boy I'd been dating for (thankfully) not very long. I can't even recall what the argument was about, but I'll never forget his very last words to me:
“God, you're so stupid.”
“There are plenty of insults you could fling at me that would be accurate,” I informed him by way of a breakup. “Hot-headed, demanding, defensive, defiant, opinionated, unfiltered, gets hangry if not fed every four hours—let me help you out—but make no mistake, stupid isn't one of them.”
I think of that moment every once in a while, for instance when I hear celebrities, Facebook “friends,” or the coven of professional scolds over at The View whining about the “fascist dictator” in the White House. And not because my reaction is “God, you're so stupid”—although it one hundred percent is—b...
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06.02.26 - 15:36
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Stock Market Live February 6, 2026: S&P (SPY) Rebounding on Tech Bounce (24/7 Wall St.)
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Live Updates Goldman Sachs Just Upgraded Vistra to a Buy 7 minutes ago Live Goldman Sachs says investors should buy the dip in Vistra (NYSE: VST), noting that it should benefit from its deal with Meta. As noted by Goldman Sachs, the deal increased its 2027 EBITDA estimates by 5%. The firm has a $205 ... Stock Market Live February 6, 2026: S&P (SPY) Rebounding on Tech Bounce
The post Stock Market Live February 6, 2026: S&P (SPY) Rebounding on Tech Bounce appeared first on 24/7 Wall St.....
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