The IRS is mounting a novel attack on Meta’s international tax maneuvers, seeking $16 billion in connection with tens of billions of dollars in profits booked in Ireland https://t.co/ND6KAcxphp ...

生成式AI 一、OpenAI推出全新ChatGPT Images，sam露腹肌搞宣传 1. OpenAI发布全新图像生成模型驱动的ChatGPT Images，图像生成速度提升4倍，实现精准编辑并保持细节完好， Sam Altman亲自下场"辣眼睛"宣传； 2. 该模型支持添加、删减、组合、融合等多种编辑类型，文本渲染能力增强可处理更密集更小的文字，并可将日常照 片转换成电影海报等创意风格； 3. 新版Images功能向所有ChatGPT用户推出，API以GPT Image 1.5形式提供，价格比GPT Image 1降低20%，内 置数十种预设滤镜和提示词。 https://mp.weixin.qq.com/s/ORFy20qnLXeIu4FKHlHf0g 二、3D分割还不够，Meta开源SAM Audio分割一切声音 1. Meta开源音频分割模型SAM Audio，支持文本、视觉和业内首创的时间跨度提示三种方式，可从复杂音频混合中 分离任意声音； 四、腾讯混元世界模型1.5发布，国内首个开放实时体验 1. 腾讯混元世界模型1.5（HY WorldPlay）正式发布并开源，支持文本或图片输入创建实时交互的 ...

Key Points The company's key focus these days remains on artificial intelligence, with Meta planning to boost its related spending in 2026. With the stock falling 18% since August, investors can take advantage of a compelling valuation. There might be a sense of urgency to buy shares before year-end, but the long term is what matters. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) is one of the most dominant companies on the face of the planet. In about two decades, ...

AI 眼镜进展与趋势 20251217 摘要 2025 年为 AI 眼镜起量年，但非爆发年，预计 2027 年硬件技术成熟后 市场全面爆发。Meta 虽在 AR 眼镜领域领先，但受限于技术问题，高端 型号出货受阻，市场份额或将面临谷歌等竞争对手的挑战。 AI 功能是 AI 眼镜的核心驱动力，Meta 雷朋系列因加入 LLaMA 功能销 量显著提升。用户更关注 AI 带来的体验升级，而非单纯的硬件设备，这 为传统眼镜厂商与 AI 技术结合提供了新思路。 AI 大模型构成 AI 眼镜的核心壁垒，谷歌臻米 3 对 Meta 构成威胁，预计 Meta 市场份额将从 2025 年的 75%降至 2027 年的 45%。软件和系统 层面的竞争将成为关键，拥有领先 AI 模型的厂商更具优势。 2026 年谷歌有望成为 AI 眼镜市场第二名，得益于其在 AI 模型方面的领 先地位。苹果虽有实力，但 AI 技术方案尚未明确。各厂商竞争激烈，市 场格局面临重塑。 AI 眼镜更适合作为 AI 的落地形式，而非手机。手机受限于物理条件，无 法充分发挥 AI 功能。未来发展方向是眼镜与小型超级计算机对接，提供 更强大的计算能力和节能效 ...

Key Points The market isn't happy lately with management's spending plans. Yet, Meta's growth is incredible for the size and maturity of its business. The social media giant's shares trade for a reasonable 21.5 times 2026 earnings. 10 stocks we like better than Meta Platforms › Although the stock of Meta Platforms (NASDAQ: META) is up around 11% for the year, it's still down around 20% from its all-time high. In normal years, that 11% return would be enough to just barely edge out the average lon ...

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Alphabet's Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world's most widely used AI software framework, in a move aimed at weakening N... ...

Core Insights - The S&P 500 is experiencing significant concentration of market power, with the top 10 stocks accounting for approximately 32% of earnings and over 41% of total market capitalization, levels not seen since at least 1980 [1] - The "Magnificent Seven" stocks, which include Microsoft, Amazon, Alphabet, Meta, Tesla, Nvidia, and Apple, are driving this concentration and are central to the ongoing artificial intelligence boom, with an average increase of 21% this year compared to a 15% gain for the S&P 500 [2] - The S&P 500's valuation is at the 91st percentile relative to its 10-year history, indicating a potentially overvalued market, with concerns about complacency leading to an AI bubble [3] Market Dynamics - The major stocks have significantly increased in size this year, largely due to the AI boom, despite previous market volatility such as the "Liberation Day" tariffs which caused a notable drop in the S&P 500 [4] - Recent disappointments from AI-related companies like CoreWeave and Oracle have raised questions about the short-term outlook for the AI sector, suggesting a potential bifurcation in the market by 2026 [5] - Companies like Oracle, while not financially overextended, are facing scrutiny over their spending related to AI, indicating that there may be significant winners and losers among the "Magnificent Seven" in the coming years [6]

Dec 17 (Reuters) - Amazon is in talks to invest in OpenAI in a potential deal that could value the ChatGPT-parent at over $500 billion, according to a source familiar with the matter. The potential deal underscores the AI industry's insatiable need for computing power as firms race to develop systems that match or surpass human intelligence. Here is a list of multi-billion-dollar AI, ​cloud and chip deals signed recently: OPENAI DEALS AMAZON AND OPENAI Amazon is considering an investment of around $1 ...

"The risk to Meta Platforms, Inc. (NASDAQ:META) is further away but could be just as acute. There are some anecdotal data points which suggest that hyper-personalised chatbot messages may be addictive. It's also interesting that in the NBER dataset, "self-expression", which included "general chit chat" and "relationship and personal reflections" was one of the fastest growing categories (up ~8x in the past year). Meta Platforms, Inc. (META) "Still Has A Low Multiple," Says Jim Cramer Meta Platforms, Inc. (N ...