March 5, 2026 02:11 AM GMT Greater China Semiconductors | Asia Pacific Bullish on Cloud, Memory and Optical Outlook; Accumulating Ahead of GTC | M | | Foundation | | --- | --- | --- | | March 5, 2026 02:11 AM GMT | | | | Greater China Semiconductors Asia Pacific | Morgan Stanley Taiwan Limited+ | | | | Daniel Yen, CFA | | | | Equity Analyst | | | Bullish on Cloud, Memory and | Daniel.Yen@morganstanley.com | +886 2 2730-2863 | | | Charlie Chan Equity Analyst | | | Optical Outlook; Accumulating | Charlie.Chan ...

on 05-Mar-2026 5 March 2026 US Emerging Internet US Internet: AI bear narratives compound, but finding a floor? Nikhil Devnani, CFA +1 917 344 8425 nikhil.devnani@bernsteinsg.com Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Nathan Gee +1 917 344 8573 nathan.gee@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Deeksha Pandey +1 917 344 8447 deeksha.pandey@bernsteinsg.com Internet stocks have de-rated on a combination of rotation away from tech and worsening AI sentimen ...

Core Insights - Meta has acquired the team from AI startup Gizmo, which was founded by former Snap Inc. engineers, to enhance its artificial intelligence capabilities [1][2] - The Gizmo team will be integrated into Meta's Superintelligence Labs, focusing on advanced AI systems [1][6] Company Developments - Gizmo was developed by Atma Sciences, a New York-based startup established in 2024, which has raised approximately $5.48 million from investors [4][6] - The Gizmo team includes notable members such as Josh Siegel (CEO) and Daniel Amitay (CTO), along with engineers Brandon Francis and Rudd Fawcett, many of whom have prior experience at Snapchat [2][6] Product Features - Gizmo enables users to create interactive digital content through typed prompts, generating small interactive experiences like mini games or simple applications [3][6] - The application features a scrolling feed for browsing interactive posts, resembling formats used by short-video platforms [3][6] Investment and Growth - Meta has recently increased its hiring and investments in AI, including a significant stake in Scale AI and the acquisition of Manus, a developer of agentic AI systems [6]

Group 1 - The core point of the article is the leadership change at Xibei, with former CEO Dong Junyi returning to the position after the resignation of Jia Guolong due to significant business volume decline [4][5]. - Xibei has announced that due to a substantial decrease in business volume, many headquarters employees will need to be on standby or leave the company [5][7]. - The number of employees at Xibei's headquarters, originally over 500, is expected to drop to around 200 after the layoffs [7]. Group 2 - ByteDance has initiated its largest-ever intern recruitment drive, aiming to hire over 7,000 interns globally, with a focus on R&D, product, and AI fields [6][8]. - The recruitment plan includes over 4,800 offers for R&D positions, accounting for more than 60% of the total [8]. - The overall conversion rate for these intern positions is expected to exceed 50% [8]. Group 3 - The article mentions that the U.S. stock market indices collectively fell, with the Nasdaq down 1.59% and the S&P 500 down 1.33% [11]. - International crude oil futures saw a significant increase, with WTI crude oil futures rising 12.21% to $90.9 per barrel, marking a weekly increase of over 35% [11]. Group 4 - The Ministry of Commerce reported that the cross-border e-commerce import and export scale reached 2.75 trillion yuan [14]. - The revenue share of Chinese online dramas in the global market has reached 90%, with app downloads accounting for 80% globally [15]. Group 5 - Toshiba is restructuring its substantial debt with the goal of returning to the public market by the fiscal year 2028 [17]. - Pfizer China announced the approval of a new GLP-1 receptor agonist for long-term weight management in adults [18]. Group 6 - New Hope reported a decline in sales revenue from commodity pigs, amounting to 1.327 billion yuan, with a year-on-year decrease of 7.42% [20]. - Lao Fengxiang's net profit for the fiscal year 2025 was reported at 1.755 billion yuan, down 9.99% year-on-year [21]. Group 7 - Wanbangde expects a net profit growth of 985.40% year-on-year for the first quarter of 2026, driven by a strategic shift from generic to innovative drugs [22]. - Quince is in talks for financing that could double its valuation to over $10 billion [23].

记者｜刘雪莹 见习记者林芊蔚 编辑｜张楠 北京时间3月7日，美股三大指数集体收跌。本周美股三大股指均录得跌幅，道指累计下跌约 3%，标普500指数累跌约2%，纳指累跌1.24%。 欧洲主要股指集体收跌，德国DAX30指数跌1.21%；英国富时100指数跌1.22%；法国CAC40 指数跌0.94%；意大利富时MIB指数跌0.99%。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 47501.55 | 22387.68 | 6740.02 | | -453.19 -0.95% -361.31 -1.59% -90.69 -1.33% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 61487.23 | 3737.72 | 6961.05 | | -1091.32 -1.74% +65.24 +1.78% +47.62 +0.69% | | | | 道琼斯期货 | 纳斯达克100期 | 标普500期货 | | 47480 | 24661.25 | 6740.00 | | -503 -1.05% -388.25 -1.55% -95.25 ...

Key TakeawaysMajor U.S. defense contractors have agreed to quadruple the production of "exquisite class" weaponry following a high-stakes White House meeting with President Trump.U.S. Central Command (CENTCOM) confirmed the destruction or damage of 43 Iranian ships as "Operation Epic Fury" intensifies across the Persian Gulf.Wall Street indices closed sharply lower, led by a 1.52% drop in the Nasdaq, as geopolitical instability and energy concerns rattled investors.Fed Governor Michelle Bowman maintained he ...

In this article, we will look at the 5 Best Stocks to Buy Now According to Billionaire Bill Ackman. For a deeper discussion and an extended list, please see 9 Best Stocks to Buy Now According to Billionaire Bill Ackman.5. Meta Platforms, Inc. (NASDAQ:META)Meta Platforms, Inc. (NASDAQ:META) is included in our list of the 9 best stocks to buy according to billionaire Bill Ackman, accounting for 11.37% of the total portfolio.One of the biggest additions to Pershing Square’s portfolio at the end of the fourth q ...

Jefferies says stocks including Meta Platforms, Spotify, ServiceNow and Snowflake have been unfairly punished amid fears about artificial intelligence competition. ...

Core Viewpoint - Meta Platforms has been downgraded from 'Buy' to 'Neutral' by Arete analyst Rocco Strauss due to concerns about its ability to generate meaningful revenue from AI investments [1][2] Financial Performance - Meta's spending trajectory is increasing rapidly, with projected capital expenditures for 2026 expected to be between $115 billion and $135 billion, a significant rise from $72.2 billion in 2025 [3][4] - Arete has reduced its stock price target for Meta from $732 to $676, indicating skepticism about the company's revenue growth relative to its spending [2] Competitive Position - There are concerns that Meta is lagging behind competitors like Alphabet in terms of third-party demand for AI [4] - Despite the downgrade, the average stock price target for Meta remains at $858.86, suggesting a potential increase of around 28% over the next twelve months according to TipRanks data [6][8] Market Sentiment - The recent price cut has not significantly impacted market sentiment, as Meta is still rated a 'Strong Buy' by forty-four analysts in the past three months [8]

Group 1 - Meta Platforms received a downgrade from 'Buy' to 'Neutral' by Arete analyst Rocco Strauss due to concerns about its ability to generate meaningful revenue from AI spending [1] - Arete's analysis indicates that while Meta's spending is increasing rapidly, revenue growth is not keeping pace, which could pressure margins [2] - Meta's projected capital expenditures for 2026 are expected to be between $115 billion and $135 billion, significantly higher than the $72.2 billion in 2025 [3][4] Group 2 - CEO Mark Zuckerberg expressed optimism about the company's future growth and infrastructure development during the earnings call [4] - Arete cautioned that the current spending cycle may reverse the cost discipline implemented after 2022, potentially affecting long-term financial health [5] - Following the price cut by Arete, the average Meta share price target for the next twelve months is now $858.86, indicating a collective expectation of a 28% increase in stock price [6]