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27.05.26 - 21:06
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Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta (24/7 Wall St.)
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During Meta's (NASDAQ:META) Q1 2026 earnings call, Zuckerberg said something that most other hyperscalers skimmed over. He said that while Meta Platforms was expanding its data center capacity and increasing its spending, he said, “…we are increasing our infrastructure capex forecast for this year. Most of that is due to higher component costs, particularly memory ... Zuckerberg Just Gave Away Why You Should Buy Micron, Not Meta...
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27.05.26 - 20:48
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Nvidia Just Revealed Meta’s Secret AI Model Led to 3.5x Increase in Ad Clicks (24/7 Wall St.)
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During Nvidia's (NASDAQ:NVDA) earnings call a quarter ago, the management revealed something that even Meta (NASDAQ:META) did not. Nvidia's CFO said, “For example, at Meta, advancements in their GEM model drove a 3.5x increase in ad clicks on Facebook and more than a 1% gain in conversions on Instagram…” This explains a lot about what is happening ... Nvidia Just Revealed Meta's Secret AI Model Led to 3.5x Increase in Ad Clicks...
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