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13.07.26 - 20:24
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This Is Why I Keep Buying Meta Stock (24/7 Wall St.)
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I keep buying Meta, and the reason is embarrassingly simple: it is the only trillion-dollar AI story I can find where the buyer of the compute and the seller of the ads are the same company. Every time I add, I am buying a business that owns its picks, its shovels, and the mine. The ... This Is Why I Keep Buying Meta Stock...
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13.07.26 - 18:18
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′This was a righteous case. A holy war′: the lawyer who took on Meta and Google – and won (The Guardian)
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When Mark Lanier and his young client Kaley faced the tech giants in an LA courtroom earlier this year, it seemed a bigger battle than David v Goliath. But they scored a landmark victory, proving that the social media giants had created 'addiction machines' that harmed mental health. How did they pull it off?When Mark Zuckerberg walked into a Los Angeles courtroom on 18 February flanked by an entourage bedecked in Meta Ray-Bans, some people laughed. If this was an attempt at product placement for the company's newest range of smart glasses, it was jarringly ill-judged: Zuckerberg was about to testify before a jury in a landmark lawsuit that sought to prove that Instagram and YouTube are addictive by design, and he had passed a throng of bereaved parents on his way into the courthouse. But the prosecution team, led by Mark Lanier, were not laughing.This was a serious trial. For the first time, the most powerful names in social media were being held to account for the inherent design of their platforms, ...
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13.07.26 - 18:06
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Business-Ticker: Eichbaum-Brauerei vor dem Aus (FAZ)
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Rettungsversuche sind gescheitert +++ 1,8 Milliarden Dollar für Drohnenhersteller Helsing +++ VW-Chef Blume will Werksschließungen möglichst vermeiden +++ Meta stellt neue KI-Bildfunktion nach Kritik wieder ein +++ Fast Minus 9 Prozent: VW verkauft deutlich weniger Autos +++ Neuigkeiten im Unternehmen-Liveblog....
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13.07.26 - 16:54
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Meta Vs. Nvidia: Meta Has Quietly Emerged as the Strongest Mega-Cap Alternative This Summer (24/7 Wall St.)
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Two mega-caps reported blockbuster spring quarters, yet their stocks split hard this summer. Meta Platforms (NASDAQ: META) posted $56.31 billion in revenue with a huge EPS beat. NVIDIA (NASDAQ: NVDA) followed with $81.615 billion and 85.23% growth. Same AI wave. Very different investor treatment lately. Ads Are Roaring at Meta. Data Centers Are Doing the ... Meta Vs. Nvidia: Meta Has Quietly Emerged as the Strongest Mega-Cap Alternative This Summer...
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13.07.26 - 14:48
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Broadcom and Marvell Are Bigger Threats to Nvidia Than You Know (24/7 Wall St.)
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Nvidia (NASDAQ:NVDA) remains the undisputed leader of the AI chip market, but leadership and dominance are not the same thing. The next phase of the AI buildout is shifting from buying the fastest hardware available to lowering the cost of operating AI at hyperscale. Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), and Microsoft (NASDAQ:MSFT) are ... Broadcom and Marvell Are Bigger Threats to Nvidia Than You Know...
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