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17.10.26 - 18:24
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Meta vor den Zahlen: 10-Mrd-Vergleich drückt den Gewinn, nicht die Laune (Ariva)
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Am kommenden Mittwoch legt Meta Quartalszahlen vor. Die Bank of America rechnet mit mehr Umsatz als der Markt, doch ein Vergleich mit US-Bundesstaaten frisst den Gewinn. Am Kaufvotum ändert das nichts. Die Bank of America geht mit Zuversicht in die Berichtssaison von Meta Platforms. Analyst Justin Post bestätigt seine Kaufempfehlung und das Kursziel von 810 US-Dollar, rund zehn Prozent über dem Kurs von 736,72 US-Dollar. Für das dritte Quartal erwartet er Erlöse von 63,8 ......
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17.10.26 - 15:42
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Move over, pervert glasses – the latest toxic trend is robogroping (The Guardian)
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Whenever a new technology is created, it will, without exception, immediately be used to harass girls and womenYou may be familiar with rule 34 of the internet, which states that if something exists or can be imagined, there will almost certainly be online porn of it. Now let me introduce my rule 35: whenever a new technology is created, it will, without exception, immediately be used to harass girls and women.See, for example, Meta's “pervert glasses”. As anyone could have foreseen, putting a tiny camera and microphone into smartglasses would immediately lead to people using them to record and harass women. Lo and behold, that is exactly what happened. So-called manfluencers have filmed themselves trying to flirt with women in public spaces and then uploaded the footage to TikTok. The women in these videos are often not aware they've been recorded until their identities are shared online and they are harassed by strangers. And what's Meta doing about this? It's instituted a few bans and made some...
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16.10.26 - 22:39
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Millions Watched Zuckerberg Sip A Guinness. Nobody Heard What He Said Next. (ZeroHedge)
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Millions Watched Zuckerberg Sip A Guinness. Nobody Heard What He Said Next.
Authored by Patrick Feeley via Substack,
The Sip
On the October 12 episode of John Collison's Cheeky Pint, Mark Zuckerberg picked up a full pint of Guinness, took what looked like a mouthful of foam and held it there long enough for the clip to travel around X and pick up millions of views. Zuckerberg eventually responded himself with "that's just my face," which is fair, and I will admit I have made a similar face reading through a capex budget.
Most people who saw the clip probably did not watch the rest of the episode, which is a shame, because later in the conversation Zuckerberg said something that matters a great deal more for anyone trying to understand the AI buildout than his reaction to an Irish stout.
"At some point the GPUs will be fully depreciated, but we're probably still going to be using them for a while, because the value of even an H100 at this point is higher than it was last year... compute cont...
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16.10.26 - 19:27
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Meta Platforms Aktie: 135 Milliarden USD Mittelabfluss? Oppenheimer rechnet nach (Aktiencheck)
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New York (www.aktiencheck.de) - Meta Platforms-Aktienanalyse von Oppenheimer:
Die Analysten von Oppenheimer bestätigen vor den Quartalszahlen ihr Rating "perform" für die Aktie von Meta Platforms Inc. (ISIN: US30303M1027, WKN: A1JWVX, Ticker-Symbol: FB2A, NASDAQ-Symbol: META).
Im Mittelpunkt der Debatte stünden nach Einschätzung des Analystenhauses die operativen Aufwendungen und Investitionsausgaben für das Geschäftsjahr 2027, die durch die Nutzung von Muse und das Training der Modelle angetrieben würden. [mehr]...
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