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10.07.26 - 19:30
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Meta Platforms-Aktie +13%: Endlich KI-Umsatz (Sharedeals)
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Meta hat binnen 48 Stunden gleich zwei zentrale Bausteine seiner KI-Strategie enthüllt: ein erstes kostenpflichtiges Sprachmodell und einen eigens entwickelten KI-Chip. Die Aktie reagierte am Freitag mit einem Kursplus von bis zu +13%. Gehts jetzt in die nächste Bewertungsrunde für Meta nach den ersten Anzeichen, dass die KI-Investitionen endlich Früchte tragen? Jetzt wird verdient! Jahrelang […]
The post Meta Platforms-Aktie +13%: Endlich KI-Umsatz first appeared on sharedeals.de....
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10.07.26 - 19:18
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Why 1 Analyst Still Prefers Meta Even After Micron’s Massive Run (24/7 Wall St.)
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Jim Cramer, the CNBC host and longtime market commentator, offered a measured take on X this morning that cuts through the noise around 2026's most crowded AI trade: “Meta isn't as rewarding as a Micron but it is still real money nonetheless.” As a former hedge fund trader, Cramer's framing is worth unpacking because it ... Why 1 Analyst Still Prefers Meta Even After Micron's Massive Run...
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10.07.26 - 18:30
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Meta Vs. Coreweave: How Meta is Looking to Bury Coreweave With ‘Meta Compute’ Sovereign Scale (24/7 Wall St.)
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Meta (NASDAQ: META) and CoreWeave (NASDAQ: CRWV) just delivered Q1 2026 results that expose a brewing conflict. Meta is CoreWeave's largest backlog customer through a $21 billion commitment signed in March 2026, yet Zuckerberg is simultaneously funneling capex into a sovereign compute stack aimed at making rented GPUs optional. Ad Cash Fuels Meta. Debt Fuels ... Meta Vs. Coreweave: How Meta is Looking to Bury Coreweave With 'Meta Compute' Sovereign Scale...
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