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Senators Demand Meta Be Investigated For Billions In Profits From Facebook Scams
Benzinga· 2025-11-26 08:15
U.S. Sen. Richard Blumenthal (D-Conn.) and U.S. Sen. Josh Hawley (R-Mo.) have called for an investigation and regulatory action against Meta Platforms, Inc. (NASDAQ:META) over its alleged profiting from fraudulent advertisements on its platforms.Benzinga reached out to Meta, but did not receive an immediate response. META stock is moving. Watch the price action here. Citing reports from Reuters that revealed internal company documents, the senators alleged Meta earns billions — potentially as much as $16 bi ...
Meta猛挖字节墙脚
36氪· 2025-11-26 07:38
最近一段时间,字节AI团队Seed的核心成员乔思远离职,随后加入Meta的消息引发了业内关注,让外界再度聚焦这场中美头部企业之间的跨国AI人才 战。 这条新闻的热度尚未过去,又一位字节相关的离职动态传出,据雷锋网报道,原TikTok主站视频推荐算法负责人宋洋近日传出离职,他的去向同样是 Meta,据悉他将全面接管Instagram Reels的推荐业务。 根据此前《晚点LatePost》的报道,包括乔思远在内,Seed团队今年陆续走了7位成员。不过,这些离开的成员并非都是被"挖角",例如,豆包视觉多模态 负责人杨建朝,据传是家庭因素下的"提前退休";而豆包大语言模型负责人乔木,则是因为一场"出轨风波"被辞退。 与"自然离职"派不同,乔思远的离职显得有些些"突兀",这位前Google DeepMind团队成员,在年初才跟随原DeepMind副总裁吴永辉一同加入字节。 加上宋洋近期的离职,连续两起核心团队成员的迁移,似乎在业内释放了一个信号:在OpenAI和苹果之后,字节跳动正成为Meta的下一份挖角名单。 Meta今年以来在全球科技人才"抢购"中不断释放"钞能力",持续为AI人才开出了大额支票。 据了解,在组建 ...
盘前必读丨美股全线收高英伟达跌超2%;国家商业航天发展基金来了
第一财经· 2025-11-26 07:19
市场整体展望 - 机构预期市场短期调整幅度过大需要时间修复 12月大概率呈现窄幅震荡上行格局 [1][9] - 预期市场整体依然处于慢牛运行趋势中 [9] - A股盈利周期底部拐点或已迈 2025年第三季度盈利指标回升概率较大 盈利底渐明 [9] 海外市场表现 - 美股三大指数全线收高 道指涨1.43%至47112.45点 标普500指数涨0.91%至6765.88点 纳指涨0.67%至23025.59点 [2][3] - 热门大型科技股涨跌互现 Meta上涨3.78% 微软上涨0.63% 亚马逊上涨1.50% 英伟达下跌2.59% [3] - 零售板块走势强劲 Kohl's大涨42.53% Abercrombie&Fitch飙升37.54% 均因上调全年盈利预期而走高 [3] - 纳斯达克中国金龙指数收涨0.35% 小马智行涨5.9% 小鹏汽车上涨3.2% 阿里巴巴下跌2.3% 蔚来跌4.35% [3] 大宗商品市场 - 国际油价下跌 纽约商品交易所1月交割的轻质原油期货价格下跌89美分至每桶57.95美元 跌幅1.51% [3] - 现货黄金微跌0.14%报4130.59美元/盎司 COMEX黄金期货上涨0.81%报4127.20美元/盎司 [4] 行业与政策动态 - 国家航天局印发商业航天发展行动计划 目标到2027年产业规模显著壮大 将设立国家商业航天发展基金 引导培育耐心资本 [5] - 我国已提前完成十四五5G建设目标 累计建成5G基站超过470万个 行政村5G网络覆盖率超过90% 将鼓励深化探索5G-A发展 [6] - 科技部部长表示要强化高质量科技供给 引领现代化产业体系建设 全链条推进关键核心技术攻关 强化企业科技创新主体地位 [6] - 美国启动利用人工智能变革科学研究的国家计划创世纪计划 [7] 公司动态与财报 - 阿里巴巴2026财年第二财季营收2478亿元 同比增长4.8% 预计闪购投入将在下季度显著收缩 [8] - 蔚来三季度亏损收窄至34.8亿元 [8] - 华友钴业与亿纬锂能签订超高镍三元正极材料供应协议 [8] - 摩尔线程首次公开发行股票并在科创板上市 中签号码共有33600个 [6] 个股公告摘要 - 世纪华通取得招商银行不超过9亿元股票回购专项贷款承诺函 [8] - 国晟科技收到上海证券交易所问询函 [8] - 普冉股份拟购买珠海诺亚长天存储技术有限公司49%股权 股票停牌 [9] - 君亭酒店控股股东筹划公司控制权变更 股票停牌 [9] - 万润股份控股股东中国节能计划增持公司股份 [9] - 露笑科技控股股东露笑集团拟减持不超过3%股份 [9]
US stocks close higher, plus why small caps and financials could rally in 2026
Youtube· 2025-11-26 06:55
That's the bell on Wall Street and now it's market domination over time. We're giving you full coverage of all the moves, get you up to speed on the action from today's trade and Yahoo Finances Jared Blickery joining us now with the latest market action. Jared, >> thank you Josh.Let's take a look at the Dow first. It is leading the majors up 1.43%. It has been green just about the entire day with uh a little bit of red in the opening 30 minutes there.But check out the last three trading days. This is up 3% ...
Meta Is Reportedly Exploring a Massive AI Chip Deal. Is This Good News for Its Stock?
Yahoo Finance· 2025-11-26 06:51
Key Points Meta Platforms could be poised to buy AI processors form Alphabet. Purchasing Alphabet's processors could help Meta diversify away from Nvidia. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) stock saw substantial gains in Tuesday's trading following news of a potentially disruptive artificial intelligence supplier deal. The company's share price rose 3.8% in the daily session. Meta stock gained ground today following a report that the company was on track to ...
US Stocks Climb for Third Day | Closing Bell
Youtube· 2025-11-26 06:23
市场整体表现 - 道琼斯工业平均指数上涨超过600点,涨幅1.4% [6] - 标普500指数上涨超过60点,涨幅0.9% [6] - 纳斯达克综合指数上涨约0.7% [7] - 罗素2000指数上涨超过2%,小型股表现突出 [3][7] - 标普500成分股中426家上涨,74家下跌,3家持平 [8] - 11个板块中有8个板块上涨,3个板块下跌 [8] 科技行业与人工智能 - Alphabet股价今年迄今上涨约70%,表现强劲 [5] - 有报道称Meta Platforms正洽谈花费数十亿美元购买谷歌的AI芯片(张量处理单元) [16][20] - 此消息导致英伟达股价下跌2.6%,盘中一度下跌7.1%;AMD股价下跌4.2%,盘中一度下跌9.7% [19][20] - 科技板块整体小幅下跌,但Alphabet股价再创历史新高 [9] 零售业表现 - Abercrombie & Fitch股价上涨约36%-37%,公司提高了2026年净销售额和每股收益指引区间的下限 [17][18] - 柯尔士股价上涨约42%,升至一年多以來的最高水平,公司提高了全年展望 [19] - Urban Outfitters股价在常规交易时段上涨9%,盘后进一步上涨约16% [25][29] - 第三季度可比零售部门销售额增长8%,高于约5%的预期 [25] 软件与基础设施公司财报 - Autodesk第三季度每股收益2.67美元,超出预期;净收入18.5亿美元,略高于18.1亿美元的预期 [11] - 公司对当前财年第四季度收入指引为19亿至19亿美元区间,下限高于18.6亿美元的预期;每股收益指引为1.59至1.67美元,下限高于预期 [12] - Workday盘后股价上涨约7%,公司提高了全年订阅收入预测,预计第四季度订阅收入为23.6亿美元,高于23.5亿美元的预期 [13] - 数据基础设施公司NetApp盘后股价上涨约4%,公司提高了本财年调整后每股收益预测 [14][15] - 网络安全公司Zscaler盘后股价下跌约5%-6%,尽管其第二季度收入预测7.97亿至7.99亿美元高于7.961亿美元的预期,且第一季度调整后每股收益0.96美元超出0.86美元的预期 [26][27] 其他个股动态 - 宠物用品零售商Petco盘后上涨7.75%,第三季度净销售额15亿美元高于14.7亿美元的预期,第四季度调整后EBITDA指引9300万至9500万美元高于9240万美元的预期 [28] - 戴尔公司小幅上调本财年调整后每股收益展望至约9.92美元,此前为约9.55美元;同时上调收入指引至112亿至122亿美元 [22][23] - J M Smucker公司股价下跌3.7%,公司降低了全年指引区间的上限,并取消了因关税减免而计划的咖啡涨价 [21]
Meta Is in Talks to Use Google's Chips in Challenge to Nvidia
WSJ· 2025-11-26 06:09
A deal to use Google's TPUs for Meta's AI models could be worth billions and eat into Nvidia's dominant market share. ...
Growth ETF QGRO Reweights Its Holdings: What’s Up, What’s Down
Etftrends· 2025-11-26 05:55
Markets have been on the move in recent weeks, and so too have asset managers. ETF managers have plenty of flexibility when it comes to adjusting the holdings in their funds, and the managers of growth ETF QGRO are no exception. The fund, which tracks the American Century U.S. Quality Growth Index, saw several changes to its holdings and weights in just the last week. That may hold some intriguing data points for both investors in the ETF and market watchers following the $2 billion-plus strategy. See more: ...
Tech Titans Take Center Stage: Which of These 4 AI Stocks Is the Better Buy?
Yahoo Finance· 2025-11-26 05:24
On Wall Street, MSFT stock is a “Strong Buy.” Of the 48 analysts covering the stock, 39 rate it a "Strong Buy,” five rate it a “Moderate Buy,” and four say it is a “Hold.” The average analyst target price of $630.59 suggests the stock has upside potential of 32.6% from current levels. Plus, its high target price of $700 implies that the stock could rise as much as 48% from current levels.Microsoft also strengthened its strategic relationship with OpenAI by signing a new agreement that grants exclusive Azure ...
Mixed Signals as Markets Digest Economic Data and AI Chip Competition
Stock Market News· 2025-11-26 05:07
市场指数表现 - 道琼斯工业平均指数上涨约0.6%,收于46,707.85点 [2] - 纳斯达克综合指数下跌0.3%,纳斯达克100指数下跌0.60% [2] - 标普500指数当日基本持平 [1][2] - 前一日(周一)纳斯达克综合指数大幅跳涨2.7%,标普500指数上涨1.6% [3] 经济数据 - 9月生产者价格指数月环比上涨0.3%,年率升至2.7% [4] - 核心生产者价格指数月环比仅上涨0.1%,低于预期 [4] - 9月零售销售月环比增长0.2%,低于预期的0.4% [5] - 11月消费者信心指数降至88.7的七个月低点,预期为93.3 [5] - 9月标普/凯斯-席勒房价指数年增长率1.36%,弱于预期 [5] - 10月成屋签约销售指数月环比增长1.9%,显著强于预期的0.2% [5] - 截至11月8日的四周内,美国ADP私人薪资每周平均下降13,500 [5] 美联储政策展望 - 市场预期美联储在12月9-10日会议上降息25个基点的概率为80-83% [6] - 美联储官员的言论暗示支持12月降息,主要出于对劳动力市场的担忧 [6] 人工智能行业动态 - 英伟达股价下跌超过4-5%,因有报道称Meta Platforms正讨论在2027年投资数十亿美元于谷歌的AI芯片 [9] - 此消息表明AI芯片市场竞争加剧,谷歌可能挑战英伟达的领先地位 [9] - 其他芯片制造商如超微半导体股价下跌约7% [9] - 谷歌母公司Alphabet股价上涨近1.5%,受Meta可能投资其AI芯片的消息提振 [10] - 博通股价今日上涨1%,前一日因AI基础设施需求激增而大涨11.1% [10] - 特斯拉前一日因下一代AI芯片进展股价上涨近7% [10] 公司财报与股价表现 - 科尔士百货公布意外盈利,股价大涨34.1% [11] - 百思买第三季度利润超预期并上调全年展望,股价上涨4.8% [11] - 阿伯克龙比-费奇公司利润强于预期并上调全年营收和利润展望,股价飙升30.1% [11] - 阿里巴巴集团每股收益0.66美元,低于预期5美分,但因AI云销售强劲,盘前交易中股价上涨3% [12] - 亚德诺半导体公布强劲第四季度及2025财年业绩,第四季度营收30.8亿美元,2025财年营收110亿美元,较2024财年增长17% [12] - 公司对2026财年第一季度给出乐观展望,预计营收约31亿美元 [12] - 今日盘后有多家公司计划公布财报,包括Urban Outfitters、Nutanix、Workday、戴尔科技和Cleanspark [13]