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Meta is reportedly building a $10 billion underwater cable that will circle the globe
Business Insider· 2024-11-30 06:44
Advertisement Meta plans a $10 billion global underwater cable project spanning 25,000 miles, TechCrunch reported.The project is reportedly in the early planning stages, though the exact route has not been announced.Meta aims for sole cable ownership of the cable, avoiding geopolitical tension areas like the Red Sea.Meta is reportedly planning to build a fiber-optic underwater cable that would traverse the globe, TechCrunch reported.Sources close to Meta, which owns Facebook, Instagram, and WhatsApp, said ...
Meta plans to build a $10B subsea cable spanning the world, sources say
TechCrunch· 2024-11-29 20:22
Meta, the parent of Facebook, Instagram, and WhatsApp, is the second-biggest driver of internet usage globally. Its properties — and their billions of users — account for 10% of all fixed and 22% of all mobile traffic. Meta’s investments into artificial intelligence stand to boost that usage even further. So to make sure it will have reliable infrastructure to support that business, Meta is taking the pipes into its own hands.TechCrunch has confirmed with sources close to the company that Meta plans to buil ...
Meta Platforms: Still A Fantastic Business At A Good Price
Seeking Alpha· 2024-11-28 20:01
If you haven't had any regrets from your investing journey yet, it just means you haven't been investing very long. We all end up making mistakes, and I don't know about you, but those mistakes stay with me. Back in October ofCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow an ...
Spanish media lawsuit against Meta to start in October 2025
Techxplore· 2024-11-27 22:51
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain A Madrid court set Wednesday an October 2025 trial date for a 550-million-euro lawsuit by more than 80 Spanish media against Facebook owner Meta for allegedly violating EU data protection rules. EU rules oblige companies to obtain users' consent to create personalized advertising from their da ...
Meta: Smart, A Strategic Expansion, And A Roadmap For Success
Seeking Alpha· 2024-11-27 01:50
I am a writer with diverse interests from creative writing to physics to tennis and music. Another interest is markets/investing. I live on the Israeli Golan Heights.I believe in research as a critical component of any investing decision. I find company dynamics and adjustments to market conditions a very interesting interplay. I enjoy writing about companies and managing my portfolio - and learning about the markets.Analyst’s Disclosure: I/we have a beneficial long position in the shares of META either thr ...
Meta Platforms Is Up 400% in the Past 2 Years: Should You Buy This Unstoppable Stock Right Now?
The Motley Fool· 2024-11-24 21:45
Meta Platforms (META -0.70%) is without doubt a leader in the technology and internet industries. It has been a monster success story and a business that has done a great job rewarding its longtime shareholders, something that holds true in more recent times.As of this writing, this social media stock has soared almost 400% in the past two years. This means that a $10,000 investment made 24 months ago would be worth nearly $50,000 today. That gain is hard to beat.But should you buy Meta shares right now?Get ...
Billionaire Israel Englander Is Selling Nvidia and Buying These Other Artificial Intelligence (AI) Stocks Instead
The Motley Fool· 2024-11-23 21:30
Billionaire investor Israel Englander of Millennium Management has been selling Nvidia stock over the last several quarters.Each quarter, institutional investment firms managing over $100 million are required to file a form 13F with the Securities and Exchange Commission (SEC). I like to think about 13Fs as an itemized receipt outlining which stocks Wall Street is buying and selling.While analyzing the filings from Millennium Management, a hedge fund run by billionaire investor Israel Englander, I came acro ...
DitchIt Descends on Times Square: A Fresh Rival for OfferUp and Facebook
GlobeNewswire News Room· 2024-11-23 06:00
文章核心观点 - DitchIt在纽约时代广场进行广告宣传正式进入纽约市场这一战略举措意义重大标志着公司发展的一个里程碑且展示了公司品牌和口号旨在向纽约多元动态社区推广自身[2][3] - DitchIt进入本地市场定位为Craigslist等老牌公司的可靠替代品专注于安全简单和社区参与旨在革新本地买卖交易方式提供比OfferUp和Facebook更个性化的体验[4] - DitchIt不断扩展业务范围重新定义本地市场格局时代广场的亮相体现公司对创新和社区参与的投入邀请人们体验交易的未来[5]
Top 3 AI Stocks to Watch in December 2024
The Motley Fool· 2024-11-22 22:15
文章核心观点 - 文章推荐了三只高质量的AI股票,认为它们在未来几个月内有潜力大幅上涨 [1][2] 行业背景 - 2024年,投资者面临高通胀、高私人债务水平、供应链限制和地缘政治紧张等挑战,导致市场波动 [1] - 在这种环境下,投资者倾向于投资于基本面强劲、受益于长期趋势的股票,AI成为华尔街的热门投资主题 [2] Meta Platforms - Meta的AI推荐系统显著提升了用户在Facebook和Instagram上的使用时间,分别增加了8%和6% [3] - 超过100万广告商使用Meta的生成AI工具创建广告,图像生成使用率提高了7%,广告印象增加了7%,平均广告价格上涨了11% [4] - Meta的AI助手Meta AI已达到5亿月活跃用户,有望成为全球最广泛使用的AI助手 [5] - Meta正在投资AI基础设施,Llama AI模型的下载量在2024年8月底达到3.5亿,是2023年同期的近10倍 [6] - Meta的财务状况良好,收入和净利润以两位数增长,现金和有价证券为709亿美元,债务为288亿美元 [7] - 综合以上因素,Meta被认为是2024年12月的优秀AI投资选择 [8] Microsoft - Microsoft与OpenAI的130亿美元合作显著增强了其核心业务并开辟了新的收入来源,AI业务预计在2025财年第二季度达到100亿美元的年收入 [10] - Azure和其他云服务收入同比增长33%,AI服务贡献了约12个百分点的增长 [11] - Microsoft正在构建端到端的Azure AI平台,帮助企业构建自己的Copilots和代理,预计数据中心容量的扩展将加速Azure的AI驱动增长 [12] - Microsoft 365生产力套件的平均收入用户(ARPU)增长强劲,主要得益于AI驱动的Copilot服务的广泛采用 [13] - 考虑到Microsoft在核心业务中的强劲执行力和健康的财务状况,该公司被认为是未来几个月的明智投资选择 [14] Micron Technology - Micron的高性能内存产品广泛用于数据中心,支持复杂的AI和高性能计算应用 [15] - 数据中心正在用下一代传统和AI服务器替换旧服务器,以提高能效、空间管理和性能,这增加了对Micron内存产品的需求 [16] - Micron正在从旧节点过渡到更先进的one-beta DRAM节点技术和G8/G9 NAND工艺技术,以提高高利润内存产品的生产能力 [17] - 高带宽内存(HBM)成为Micron的主要增长催化剂,HBM市场预计从2023年的40亿美元增长到2025年的250亿美元,Micron的目标是到2025年占据20%至25%的市场份额 [18] - Micron的HBM芯片在2025年前已售罄,2024年和2025年的定价已确定,这为Micron的HBM业务带来了高收入可见性和可预测性 [18] - 考虑到这些有利因素,Micron的股票有望在2025年进一步上涨 [19]
Meta Platforms: Buy This Pullback (Technical Analysis) (Rating Upgrade)
Seeking Alpha· 2024-11-22 22:00
When I last covered Meta Platforms, Inc. (NASDAQ: META ) on October 8th, 2024, with my article “Meta Platforms: Increasingly Unpredictable”, the stock was beginning to reverse in the downward direction after posting new record highs. My main assertions inAnalyst’s Disclosure: I/we have a beneficial long position in the shares of META, NVDA, MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...