|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
17.07.26 - 18:12
|
Nebius’ $775 Million Debt Deal Changes Everything About Its AI Growth Story (24/7 Wall St.)
|
|
|
Artificial intelligence infrastructure remains one of the market's biggest investment themes, but it has also become one of its biggest sources of anxiety. Hyperscalers including Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) are committing hundreds of billions of dollars annually to data centers, GPUs, and networking equipment, prompting concerns that debt and capital spending ... Nebius' $775 Million Debt Deal Changes Everything About Its AI Growth Story...
|
|
|
|
|
17.07.26 - 17:18
|
Meta’s Agentic AI Leadership Strategy is Why I Can’t Stop Buying Over and Over (24/7 Wall St.)
|
|
|
I keep buying Meta Platforms (NASDAQ:META), and I am not planning to stop. Every time the market gives me a window, I add. The reason is simple: this company is quietly turning frontier AI into a commodity it owns the pricing power on, and the market has not fully repriced what that means for a ... Meta's Agentic AI Leadership Strategy is Why I Can't Stop Buying Over and Over...
|
|
|
|
|
17.07.26 - 16:36
|
Coreweave Down 35% . This Analyst Reiterated His $250 Target Even After ‘Meta Compute’ Was Announced. (24/7 Wall St.)
|
|
|
Shares of CoreWeave (NASDAQ:CRWV) currently trade at $72.91, down 35% over the past month and well below the Wall Street consensus price target of $141.15, an implied gap of roughly 94%. CoreWeave rents specialized NVIDIA GPU capacity to AI labs and hyperscalers. Its $99 billion contracted revenue backlog anchored by Meta and OpenAI made it ... Coreweave Down 35% . This Analyst Reiterated His $250 Target Even After 'Meta Compute' Was Announced....
|
|
|
17.07.26 - 15:36
|
Futures Tumble As Latest Chinese "DeepSeek Moment" Sparks Chip Meltdown (ZeroHedge)
|
|
|
Futures Tumble As Latest Chinese "DeepSeek Moment" Sparks Chip Meltdown
A surprise breakthrough from Chinese AI startup Moonshot (which is now at the top of the Frontend code benchmark on Arena) rumbled through global markets, sending chip stocks reeling, as queasiness returned about the industry's unprecedented spending spree (something we have been warning about for the past year). Moonshot claims its new Kimi K3 model rivals top offerings from OpenAI and Anthropic in a release reminiscent of last year's “DeepSeek moment.” It came as President Xi Jinping appeared at China's premier AI summit, underscoring how rapidly the nation's AI developers are closing the gap with US rivals (discussed here a month ago). Meanwhile, delays by Alphabet to the launch of the latest Gemini model has also dented tech sentiment. As a result as of 8:00am ET, S&P futures are 0.8% lower with Nasdaq futs tumbling 1.7%; pre-market, Mag 7 are all lower with NVDA (-2.8%), AMZN (-2.1%), and META (-1....
|
|
|
|
|
17.07.26 - 14:18
|
Smart glasses are deeply creepy. Why are celebrities like Kylie Jenner endorsing them? (The Guardian)
|
|
|
Meta touts safety features – but for women, the dangers of these recording devices are obviousImagine if every time you left the house, you couldn't be sure that the stranger you met at a bar – or even the person walking by you in the street – wasn't secretly recording you. It sounds like something out of a Black Mirror episode, but let's face it, the era of wearable technology is fully upon us as everyday accessories have been developed to help track health and fitness data, receive smartphone notifications, and provide hands-free accessibility.So when Meta announced their AI glasses a few years ago, it wasn't too surprising that one of the biggest (and most embattled) tech companies on earth had begun cashing in on our obsession with watching others. And their AI glasses have already raised serious concerns over privacy, personal safety and even our sense of agency. Continue reading......
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
