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15.05.26 - 20:00
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Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up (24/7 Wall St.)
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Meta's (NASDAQ:META) Chief Financial Officer, Susan Li, said in the earnings call that they anticipate 2026 capital expenditures “…to be in the range of $125-145 billion, increased from our prior range of $115-135 billion.” Wall Street punished the stock for this level of spending, arguing that Meta Platforms was leaning too heavily into data centers and ... Money Pit? Zuckerberg Just Exposed Why Hyperscaler AI Spending Keeps Going Up...
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15.05.26 - 14:06
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′I didn′t want to be the guinea pig′: inside tech′s AI-fueled manager purge (The Guardian)
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Tech workers say AI-driven restructurings are eroding mentorship, support and paths to promotion across Silicon ValleyAs tech companies pour billions into artificial intelligence bets and slash their workforces, middle managers are squarely in the crosshairs.A trend is emerging: when tech CEOs announce that AI is making it possible to do more with fewer workers, they promise to flatten their structures by cutting away what they call unnecessary management layers and bureaucracy. Just last week, the cryptocurrency exchange Coinbase laid off 14% of its workforce while gesturing to the thrill of AI-fueled, minimal-management efficiency. In doing so, it joined companies including Amazon, Block and Meta that in the last year have laid off tens of thousands of employees with a specific focus on removing management layers. Continue reading......
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15.05.26 - 12:33
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Microsoft: Darum kauft Bill Ackman (Der Aktionaer)
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Bill Ackman hat wieder zugeschlagen. Nach Alphabet, Amazon und Meta nimmt der Starinvestor nun auch Microsoft ins Visier. Über Pershing Square hat Ackman eine neue Position bei dem Tech-Giganten aufgebaut. In einem ausführlichen Statement legt er dar, warum die Aktie aus seiner Sicht wieder interessant ist....
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