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20.07.26 - 17:00
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3 Numbers Show Wall Street Remains Blind About Meta’s AI Spend and Keep Me Loading Up (24/7 Wall St.)
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I keep hitting the buy button on Meta Platforms (NASDAQ:META), and the reason is simple: the market is pricing this company as if the AI capex bill will crush the P&L, and the numbers say the opposite. Shares closed at $646.01 on July 17, down 7.6% over the trailing year and 1.96% year to date. ... 3 Numbers Show Wall Street Remains Blind About Meta's AI Spend and Keep Me Loading Up...
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20.07.26 - 15:18
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Ausblick: Zehn Thesen für das zweite Halbjahr (Das Investment)
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Die Finanzmärkte bewegen sich derzeit zwischen robustem Gewinnwachstum und geopolitischen Risiken. Reinhard Pfingsten zeigt sich für die zweite Jahreshälfte optimistisch.1. Das Wachstum der Weltwirtschaft wird im zweiten Halbjahr wieder anziehen. Die Belastungen durch die höheren Energiepreise infolge des Iran-Kriegs sind zwar für einzelne Volkswirtschaften erheblich. Doch Stagflation und Rezession bleiben aus. Positiv ist zudem, dass mit den USA und China die beiden größten Volkswirtschaften der Welt weiter expandieren. Dabei spielt Künstliche Intelligenz (KI) in beiden Ländern eine entscheidende Rolle – vor allem in den USA. Allein die vier Hyperscaler Alphabet, Amazon, Meta und Microsoft wollen in diesem Jahr rund 725 Milliarden Dollar in KI-Rechenzentren und......
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20.07.26 - 13:57
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Largest Reactor Fleet Owner Backs Shipyard Prefab Model With Gas-To-Nuclear Plan (ZeroHedge)
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Largest Reactor Fleet Owner Backs Shipyard Prefab Model With Gas-To-Nuclear Plan
Constellation Energy already runs the largest nuclear fleet in the United States and has spent the last couple of years signing big power deals with data center operators and retailers to restart reactors and keep existing plants online longer.
With Microsoft taking the restarted Three Mile Island unit and Meta locking up output from Clinton, Constellation is now looking for developers to help them bring new capacity online faster.
Their most recent move is a strategic equity investment in Blue Energy through Constellation Technology Ventures (CTV). This targets Blue Energy's shipyard-based prefabrication and project financing model for small modular reactors.
As we reported earlier on the GE Vernova collaboration, Blue Energy is advancing a phased gas-to-nuclear approach at a planned Texas site. Two GE Vernova gas turbines would deliver roughly 1 GW starting around 2030, with the steam supply later shifting ...
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20.07.26 - 09:06
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Smart glasses race enters new phase as AI ecosystems eclipse hardware specs (Digitimes)
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The global smart glasses market is entering a decisive new stage in the second half of 2026, with competition expanding well beyond Meta's early dominance. Industry attention is rapidly shifting from hardware specifications to AI capabilities, ecosystem integration and everyday usability, while mounting pricing pressure and growing regulatory scrutiny are reshaping the competitive landscape....
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