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28.09.26 - 11:36
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Meta Platforms Aktie: Muse AI vor Umsatzexplosion auf 27 Mrd. USD - TD Cowen rät zum Kauf! (Aktiencheck)
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New York (www.aktiencheck.de) - Meta Platforms-Aktienanalyse von TD Cowen:
Die Analysten von TD Cowen stufen die Aktie von Meta Platforms Inc. (ISIN: US30303M1027, WKN: A1JWVX, Ticker-Symbol: FB2A, NASDAQ-Symbol: META) weiterhin mit "buy" ein und heben das Kursziel von 750 auf 865 USD an.
TD habe nach der Connect-Veranstaltung seine Umsatz-, EBITDA- und Gewinnschätzungen für Meta erhöht. [mehr]...
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28.09.26 - 02:06
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Meta Muse fuels agentic AI demand, tightening CPU supply (Digitimes)
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Meta's AI assistant Muse is drawing strong market response, and the rise of agentic AI is drawing attention to AI infrastructure shortages beyond GPUs and high-bandwidth memory (HBM), including server CPUs. The trend is lifting order demand for AMD and Intel products, while also tightening the server CPU packaging supply chain....
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27.09.26 - 19:54
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AI’s $10 Trillion Buildout Will Reach 3.6% of GDP. Who’s Going to Pay for It? (24/7 Wall St.)
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AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business's The Bottom Line. Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Meta (NASDAQ:META), and Oracle (NYSE:ORCL) are already pouring tens of billions of dollars into data centers […]...
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27.09.26 - 18:06
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Meta Is Up 30% in a Month. Is Its New AI Agent Really That Good? (24/7 Wall St.)
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A recent Barron's Roundtable segment on Fox Business put Meta (NASDAQ:META) put Meta's new Muse AI agent through several real-world tasks, from finding forgotten subscriptions to helping book a flight. The demos were impressive, and Meta stock has rocketed more than 30% over the past month. But Meta has yet to disclose usage or revenue […]...
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