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04.08.26 - 17:25
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28% Revenue Growth Ignored: Why Panic-Selling Meta Stock Over Infrastructure Spend Is a Mistake (24/7 Wall St.)
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Shares of Meta Platforms (NASDAQ:META) have been clobbered since the firm pulled the curtain on its underwhelming quarterly earnings results. The numbers themselves were okay (28% revenue growth is nothing to sneeze at), but compared to the other hyperscaler firms, the results were actually quite uninspiring, with a lot to be desired. Add heavy spend ... 28% Revenue Growth Ignored: Why Panic-Selling Meta Stock Over Infrastructure Spend Is a Mistake...
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04.08.26 - 14:57
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Futures Hit Record High As Oil Tumbles After Bessent Says Hormuz May "Reopen Tomorrow" (ZeroHedge)
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Futures Hit Record High As Oil Tumbles After Bessent Says Hormuz May "Reopen Tomorrow"
S&P futures are trading at all time high with the latest push higher triggered by comments from Scott Bessent on CNBC who echoed Trump in saying that "we may have Iran deal tomorrow to open Hormuz" (or we may not). The Nasdaq also looks set to extend Monday's gains: As of 8:00am ET, S&P futures are up 0.4% to an all time high of 7655 and Nasdaq futures rise 1.1%, as Palantir soared 16% pre-market after upping its forecasts, while Caterpillar rose 9% on an earnings beat. Semis are leading the Tech tape with Mag7 (DRAM, EWY, SMH, SOXX all higher by at least 1.6%) while Mag 7 are mixed: Amazon (AMZN) falls 2% after founder Jeff Bezos filed to sell $4.07 billion of stock (Nvidia +1.3%, Tesla +0.6%, Apple -0.2%, Meta -1.7%, Alphabet -1.5%, Microsoft -2%). Cyclicals are leading Defensives with healthcare/staples lower pre-market. Bond yields are slide 2-3 bps on the drop in oil prices, and ...
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04.08.26 - 13:37
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Meta Platforms Aktie: KI-Offensive sorgt für neue Fantasie (Aktiencheck)
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San Francisco (www.aktiencheck.de) - Meta Platforms -Aktienanalyse von JMP Securities:
Citizens habe das Kursziel für die Meta Platforms-Aktie (ISIN: US30303M1027, WKN: A1JWVX, Ticker-Symbol: FB2A, NASDAQ-Symbol: META) von 800 auf 770 USD gesenkt und das Rating "outperform" bestätigt. Der Social-Media-Konzern habe zwar die Umsatzerwartungen leicht übertroffen, bei der Profitabilität und dem Ausblick jedoch etwas schwächer abgeschnitten als vom Markt erhofft. [mehr]...
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04.08.26 - 13:18
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"Creepy" Smart Glasses Are Creating A Privacy Problem (ZeroHedge)
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"Creepy" Smart Glasses Are Creating A Privacy Problem
Smart glasses are quickly becoming the next major consumer tech battleground, with Meta leading the market and rivals including Google, Samsung, and Apple preparing their own AI-powered eyewear. But as the devices become more capable, they're also fueling a growing debate over whether convenience is coming at the expense of privacy, according to a new report from Wired.
Unlike smartphones, which require users to visibly point a camera, smart glasses can quietly capture photos, video, and audio from the wearer's point of view. Critics argue that makes them far easier to misuse. Meta has attempted to address concerns with recording lights and anti-tamper protections, but questions remain over how effective those safeguards really are. The company also briefly experimented with facial-recognition capabilities before abandoning the feature after it drew scrutiny.
Even so, consumers continue to buy them. Fans point to hands-free ph...
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