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09.03.26 - 01:18
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Surging Oil Prices Threaten NVIDIA, Amazon, and Meta (24/7 Wall St.)
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Oil futures have rocketed past $100 per barrel tonight, and Wall Street is already flinching. Nasdaq futures are down more than 400 points, off 1.7% as of Sunday evening. The question: why are NVIDIA (NASDAQ:NVDA), Amazon (NASDAQ:AMZN), and Meta (NASDAQ:META) in the crosshairs? None of them drill for oil. The answer is transmission: consumer confidence, ... Surging Oil Prices Threaten NVIDIA, Amazon, and Meta
The post Surging Oil Prices Threaten NVIDIA, Amazon, and Meta appeared first on 24/7 Wall St.....
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08.03.26 - 16:54
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Billionaires Are Loading Up on This 1 Stock That Wall Street Says Has 31% Upside (24/7 Wall St.)
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Hedge funds and institutional investors have been quietly building positions in Meta Platforms (NASDAQ:META) despite recent market volatility, viewing it as one of the most compelling opportunities in the AI and digital advertising space. With its massive user base, dominant ad business, and aggressive push into generative AI, Meta has attracted significant buying interest from ... Billionaires Are Loading Up on This 1 Stock That Wall Street Says Has 31% Upside
The post Billionaires Are Loading Up on This 1 Stock That Wall Street Says Has 31% Upside appeared first on 24/7 Wall St.....
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07.03.26 - 07:30
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NVIDIA kommt kaum ins Schwitzen (MarktEinblicke)
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Der AMD-Meta-Deal erhöht den Konkurrenzdruck auf NVIDIA. Die jüngsten Zahlen des KI-Darlings zeigen aber, dieser noch nicht ins Schwitzen kommt.
The post NVIDIA kommt kaum ins Schwitzen first appeared on marktEINBLICKE....
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07.03.26 - 00:30
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Oracle, OpenAI End Plans to Expand Flagship Data Center (Bloomberg)
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Oracle and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI's changing needs. The collapsed talks created an opening for Meta Platforms Inc. to step in and consider leasing the planned expansion site in Abilene, Texas, from developer Crusoe, according to people familiar with the matter. Nvidia Corp., the leading AI chipmaker, helped facilitate Meta's discussions with the developer, said the people, who asked not to be identified because the talks are private. The shifting plans underscore the complexity of building out AI data centers, which are expected to cost in the tens of billions of dollars and require cooperation from a wide swath of partners. Bloomberg Tech Co-Host Ed Ludlow joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...
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06.03.26 - 23:51
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Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower (ZeroHedge)
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Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower
AI-related stocks are sliding late in the New York cash session after Bloomberg News reported that Oracle and OpenAI have scrapped plans to expand the Stargate AI data center in Abilene, Texas, from about 1.2 GW to 2.0 GW. Sources said the expansion was canceled after talks stalled over financing issues and OpenAI's changing demand forecasts.
However, the collapse of the Oracle-OpenAI plans has opened the door for Meta, which is now in talks to lease the space instead. Nvidia is reportedly helping to broker that deal and has put down a $150 million deposit with developer Crusoe.
Progress at our datacenter in Abilene. Fun to visit yesterday! pic.twitter.com/W22ssjWstW
— Sam Altman (@sama) September 24, 2025
Oracle's broader 4.5 GW data center agreement with OpenAI remains intact, and other projects are still moving forward, according to the report.
The report erased all of Oracle's intraday gains within minute...
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06.03.26 - 17:30
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Meta KI-Brille: Private Nacktaufnahmen an Mitarbeiter weitergeleitet (RND)
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Schwedische Medien haben herausgefunden, dass die KI-Brille von Meta intimste Videoaufnahmen von Nutzern an Mitarbeiter von Subunternehmen weiterleitet. Längst gibt es eine Gegenbewegung zum Trend: Neben einer Sammelklage wurde auch eine Warn-App veröffentlicht, die KI-Brillenträger in der Nähe identifiziert....
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