Meta Platforms (NASDAQ:META) is reviving its previously shelved “Malibu 2” project, with plans to launch its debut smartwatch in 2026. The watch is anticipated to offer health tracking features and an integrated Meta AI assistant, The Information reported on Wednesday. The revival of this project marks a significant return for AI-powered wearables, particularly in the health and fitness industry. The report also indicated that Meta has roughly four augmented reality (AR) and mixed reality (MR) glasses under ...

When you don't know what to pay for a stock you tend to sell it. Right now, we have people selling technology shares left and right because they are unsure of what they own and what it might be worth. They are looking at the incredible shrinking price-to-earnings ratio — the "multiple" — and they are saying get me out of here. I see it. And not just in tech. What do we pay for Danaher when it buys a company , Masimo, that we have long since disliked, ever since its litigation with Apple over patent infringe ...

Meta 首席执行官马克・ 扎克伯格在去年一场活动上佩戴 Meta 雷朋 Display 智能眼镜。 Meta 重启智能手表计划，目标 2026 年推出 据两位知情人士透露，Meta 平台公司计划在2026 年推出首款智能手表。此时，包括苹果、OpenAI 和 谷歌在内的其他科技巨头也在加速推进新消费级硬件产品计划。 该公司已重启此前搁置的智能手表项目，代号为 Malibu 2，计划在今年晚些时候发布，产品将搭载健 康追踪功能与内置的 Meta AI 助手。这款手表将使 Meta 直接与苹果（旗下拥有热门智能手表系列）以 及谷歌等公司展开竞争。 大约五年前，Meta 曾对智能手表抱有宏大计划，一度打算推出三款配备摄像头的不同版本，但在 2022 年，因其硬件部门 Reality Labs 整体缩减开支，该项目被取消。 知情人士称，重启该设备的决定是在去年年底扎克伯格位于夏威夷的家中召开的一场战略会议后做出 的，高管们在会上规划了公司的长期产品阵容。 Meta 对此不予置评。 在推进智能手表发布计划的同时，Meta 正致力于精简其更广泛的增强现实（AR）与混合现实（MR） 产品路线图。一位人士表示，Meta 目 ...

Meta Platforms - Meta Platforms owns the three most popular social media platforms: Facebook, Instagram, and WhatsApp, providing valuable consumer behavior insights for precise ad targeting, making it the second-largest adtech company globally [4] - The company has heavily invested in artificial intelligence (AI), developing machine learning models for content retrieval and ad optimization, as well as custom chips for training these models [5] - In the fourth quarter, Meta reported a 24% increase in revenue to $59.9 billion, driven by more engaging content and increased ad impressions, although net income grew only 11% to $8.88 per diluted share due to aggressive AI spending [6] - Wall Street estimates a 19% annual earnings growth over the next three years, making the current valuation of 27 times earnings appear reasonable, suggesting long-term investors may consider buying [8] Amazon - Amazon operates the largest e-commerce marketplace in North America and Western Europe, is the largest retail advertiser globally, and has the largest public cloud service, Amazon Web Services (AWS) [9] - The company is investing aggressively in AI, developing generative AI applications to enhance margins across its retail business and introducing new products and services in AWS [10][11] - Despite a 12% stock decline since announcing fourth-quarter earnings, driven by a planned $200 billion capital expenditure in 2026 (up 56% from 2025), AWS sales accelerated to the fastest pace in 13 quarters, with operating margin increasing by 1.5 percentage points excluding one-time charges [12] - Wall Street expects Amazon's earnings to grow at 17% annually over the next three years, making the current valuation of 29 times earnings attractive, indicating that buying shares may be a wise decision for long-term investors [13][14]

Billionaire Bill Ackman’s investment firm just picked up more than 2.67 million shares of one magnificent seven stock.The latest 13-F filing with the U.S. Securities and Exchange Commission (SEC) shows Pershing Square Capital Management accumulated $1.76 billion worth of shares in Meta Platforms (META) in the fourth quarter of 2025.META, the parent company of Facebook and Instagram, is trading for around $643 at time of writing, down more than 10% in the past year.Meanwhile, Ackman’s firm unloaded its entir ...

Core Insights - Meta and Nvidia have established a long-term strategic partnership focusing on large-scale deployment of chips and comprehensive optimization from hardware to software in the competitive AI landscape [1][2] - The collaboration has led to a rise in stock prices for both Meta and Nvidia, while AMD's stock fell over 4% [1][3] - Meta plans to deploy millions of Nvidia chips, including Blackwell and next-generation Rubin architecture GPUs, marking the first large-scale independent deployment of Nvidia's Grace CPU [1][3] - Meta aims to introduce the more powerful Vera series processors by 2027 to strengthen its position in high-efficiency AI computing [1][2] Company-Specific Developments - Nvidia is providing a unified solution covering training, inference, and data processing by integrating CPU, GPU, networking technologies, and software ecosystems for Meta [2] - Meta's large-scale procurement of Nvidia chips is seen as a long-term commitment to external computing power, ensuring competitiveness against Google and Microsoft [2][3] - Meta plans to integrate Nvidia's security technology into WhatsApp's AI features, enhancing performance while meeting stringent data security and privacy requirements [2] Industry Implications - Analysts estimate the scale of the partnership could reach hundreds of billions, with Meta's capital expenditure for AI infrastructure projected to be as high as $135 billion by 2026 [3] - The collaboration validates Nvidia's "full-stack" infrastructure strategy, as Meta's shift towards Nvidia's solutions comes amid challenges in its own AI chip development [3][4] - The partnership signals a significant shift in the competitive landscape, particularly for traditional chip giants like Intel and AMD, as Meta's move towards Arm architecture CPUs indicates a structural change in the data center market [4]

值得注意的是，Meta近年来一直在推进自研AI芯片战略，旨在针对其独特工作负载优化性能并降低成 本。然而，据知情人士透露，相关项目遭遇技术挑战和部署延迟，促使公司继续倚重英伟达的成熟解决 方案。尽管如此，Meta并未完全依赖英伟达，去年11月有消息称，Meta正考虑在2027年于数据中心引 入谷歌的张量处理器(TPU)，以实现算力来源的多元化。 此次合作对英伟达的竞争对手AMD造成了直接影响。消息公布后，AMD股价在盘后交易中一度跌超 4%，而Meta和英伟达的股价则分别上涨1.5%和1.8%，显示出市场对这一合作的高度认可。 2月17日，Meta和英伟达这两家美国科技巨头宣布建立新的长期合作伙伴关系，合作不仅涉及芯片的大 规模部署，还涵盖从硬件到软件的全栈优化。在人工智能领域竞争愈发激烈的当下，这个重磅消息引发 了行业的广泛关注。消息公布后，Meta与英伟达股价在盘后交易中上涨，而AMD股价一度跌超4%。 根据双方披露的信息，此次合作的核心内容之一是Meta将在其数据中心部署数百万颗英伟达芯片，包 括Blackwell架构GPU、下一代Rubin架构GPU以及基于Arm的Grace中央处理器。值得注意的是， ...

关于本案，原告律师兰尼尔表示，尽管原告母亲试图限制，但原告有时每天使用这些网络平台几个小 时，并且曾在一天内使用超过16小时。原告认为社交平台的成瘾功能导致她产生了焦虑、身体形象障碍 和自杀念头，并且她称自己在Meta旗下社交媒体平台Instagram上经历了欺凌和性勒索。 Meta发言人早些时候表示，"我们强烈不同意"诉讼中的指控，并且"相信证据将显示我们长期以来支持 年轻人的承诺"。被告律师表示，导致原告心理健康问题的是她艰难的家庭生活，而非社交媒体。 CNN称，在庭审中，当兰尼尔质问扎克伯格和Meta是否为用户使用时间设定目标时，争论变得激烈。 扎克伯格承认，该公司"早期存在使用时间目标"，但随后转向"效果和价值"。 "如果某件事有价值，人 们就会做得更多。"扎克伯格主张，他的目标是打造一个具有长期吸引力的产品，而不是让人们短期上 瘾。 【环球网报道】据美国有线电视新闻网（CNN）报道，因旗下社交媒体平台被指控"危害儿童心理健 康"，美国科技巨头Meta公司首席执行官扎克伯格当地时间2月18日在洛杉矶高等法院出庭作证。 据报道，本案原告为一名年轻女性，她指控Meta旗下社交媒体平台和视频平台YouTub ...

Meta首席执行官马克·扎克伯格周三在洛杉矶高等法院的一场陪审团审判中作证时表示，他曾联系苹果 公司CEO蒂姆·库克，讨论"青少年和儿童的福祉"问题。 此前，辩方律师保罗·施密特指出，扎克伯格和库克曾在2018年2月有过电子邮件往来。扎克伯格在邮件 中写道："我认为我们公司和苹果公司可以携手合作，所以我想和蒂姆谈谈这件事。" 辩方律师向陪审团展示了扎克伯格与Instagram年轻用户之间的电子邮件往来，以此证明扎克伯格比对方 律师此前向法庭陈述的更为积极主动地保障年轻Instagram用户的安全，甚至主动联系了竞争对手公司。 扎克伯格在描述邮件的部分内容时表示："我关心使用我们服务的青少年和儿童的福祉。" 扎克伯格在洛杉矶高等法院一场具有里程碑意义的庭审中作证，该庭审涉及社交媒体与安全问题，被比 作该行业的"烟草巨头案"。 庭审的一部分重点在于某些数字滤镜被指控会助长整容手术，而Instagram首席执行官亚当·莫塞里此前 已就此作证。 扎克伯格表示，公司曾就Instagram上使用美颜滤镜一事咨询过各方利益相关者，但他并未具体提及他们 的名字。原告律师就扎克伯格解除禁令的言论质问他，这些言论表明他解除禁令的 ...

Core Argument - The ongoing court case highlights the tension between social media companies, particularly Meta, and claims that their platforms, like Instagram, are designed to be addictive and harmful to users, especially young individuals [1][5]. Group 1: Zuckerberg's Defense - CEO Mark Zuckerberg strongly defended Meta's practices in court, asserting that the company is focused on building a sustainable community rather than maximizing user engagement [2][3]. - Zuckerberg emphasized that if users are unhappy with the platform, they will not continue to use it, contradicting claims that the algorithms are designed to keep users hooked [2][3]. - During his testimony, Zuckerberg faced scrutiny over past communications where he expressed a desire to increase "time spent" on Facebook and Instagram, which raised questions about the company's responsibility for user well-being [3][5]. Group 2: Plaintiff's Claims - The plaintiff, K.G.M., alleges that her mental health deteriorated due to the effects of social media, claiming that the platforms contributed to her depression and suicidal tendencies [4][5]. - Meta has shifted the blame onto K.G.M., arguing that her mental health struggles were influenced by various challenges she faced prior to using social media [5]. - The case has the potential to challenge the liability protections that tech companies have under Section 230 of the Communications Decency Act, which could lead to significant legal implications for the industry [5]. Group 3: Legal Proceedings and Reactions - The court proceedings have seen Meta's legal team attempting to dismiss the case based on First Amendment rights, but these arguments were rejected by the judge [7]. - Zuckerberg's testimony included moments of confrontation with the plaintiff's lawyer, who accused him of mischaracterizing his previous statements regarding child safety [8][10]. - The courtroom atmosphere was tense, with the judge warning Zuckerberg's aides against recording the proceedings, indicating a strict approach to courtroom decorum [10]. Group 4: Broader Implications - New Mexico Attorney General Raúl Torrez commented on the trial, suggesting that Meta prioritizes profits over children's safety and has misled the public about the dangers of its products [12]. - The outcome of this case could set a precedent for how social media companies are held accountable for their impact on mental health, particularly among younger users [5][12].