Core Viewpoint - The combination of the expansion of artificial intelligence data centers and favorable tax provisions from recent legislation is expected to result in significantly lower tax bills for major tech companies in 2025, enhancing their profitability [1][2]. Tax Bill Reductions - Amazon's tax bill is projected to decrease from approximately $9 billion in 2024 to $1.2 billion in 2025 [3]. - Meta Platforms anticipates a reduction in its tax bill from about $9.6 billion in 2024 to $2.8 billion in 2025 [3]. - Alphabet's combined federal and state tax obligations are expected to drop from around $21.1 billion in 2024 to $13.8 billion in 2025 [3]. Profit Increases - Amazon's domestic profits are expected to rise to nearly $90 billion in 2025, reflecting an over 40% increase from 2024 [4]. - Alphabet's domestic profits are projected to increase by over 32% to $143.6 billion [4]. - Meta's profits are anticipated to reach $79.6 billion, marking a 20% increase [4]. Investment and Tax Strategy - Amazon reported investments exceeding $340 billion in the US last year, including significant allocations towards AI innovation [8]. - Meta's CFO indicated that the company is experiencing substantial cash tax savings due to the new US tax laws, which are beneficial given their investments in infrastructure and R&D [8].

Clifton, New Jersey--(Newsfile Corp. - February 10, 2026) - growthzacks has announced the release of his Meta Ads Rolling Reach Report, a new, free analytics tool designed for e-commerce advertisers to assess whether their Facebook ad campaigns are reaching new people or have begun to plateau. With a report that analyzes reach data over extended timeframes, advertisers can now identify where their saturation patterns are limiting their campaign performance and long-term scalability. growthzacks Releases M ...

Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer looked at recently. Cramer mentioned that the stock “mystifies” him, as he said: On Wednesday of last week, we got results from Meta, Microsoft, and Tesla… Let’s take them on one by one. Start with Meta, which initially got a lot of love, rallying 10% the next day. Makes sense. Mark Zuckerberg delivered a huge top and bottom-line beat. More importantly, he explained exactly how Meta’s AI investments are already helping to make their core a ...

2026.02. 10 本文字数：2009，阅读时长大约4分钟 作者 | 第一财经 冯迪凡 有报道称，美国计划在下一轮芯片关税中豁免亚马逊、谷歌和微软等美国科技巨头，原因是这些企业 正竞相建设推动人工智能（AI）热潮的数据中心。知情人士透露，美国商务部计划为美国本土超大规 模企业提供的关税豁免将与台积电（TSMC）的投资承诺挂钩。 哈佛大学肯尼迪政府学院教授福尔曼（Jason Furman）在近期的一场研讨会上对第一财经记者表 示，一方面，特朗普政府以关税威胁为手段，推动更多美国制造业的发展，另一方面，从截至目前的 发展看，特朗普政府取消威胁、增加关税豁免的案例比收紧关税的案例要多。 牛津经济研究院也在近期针对全球商业人士的风险调查报告中发现，尽管存在地缘政治风险的担忧， 但全球商业界对美国贸易政策全球影响的忧虑已有所缓解，总体而言，企业并未察觉全球增长前景出 现明显变化。 分配豁免额度？ 据新华社报道，美国白宫1月14日发布声明说，美国将从15日起对部分进口半导体、半导体制造设 备和衍生品加征25%进口从价关税。根据白宫公布的事实清单，英伟达公司H200芯片和超威半导体 声明称，此次加征关税依据的是《196 ...

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here.  In Q4 2025, the Portfolio returned 0.3% (Gross) and 0.2% (Net) compared to 1.1% return for the Russell 1000 Growth Index and 2.7% gain for the S&P 500 Index. Rising volatility, coupled with broadening market leadership, improved the portfolio’s relative performance in the second half of the quarter. In 2025, t ...

Rowan Street Capital, an investment management company, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Rowan Street generated solid results in 2025 but underperformed the S&P 500 Index. The Composite returned +11.1% (net) in 2025 compared to +17.9% for the Index. Rowan Street delivered a cumulative net return of +252% over the past three years, compared to +78% for the Index during the same period. It is a concentrated strategy with a focus on long-term compounding. 2025 ...

A German court has ruled that Meta subsidiary Edge Network Services must pay Deutsche Telekom about 30 million euros ($35.71 million) that the German telecoms firm claims it is owed for providing netw... ...

AI的"iPhone时刻"会在眼镜上，还是一支笔里？ 作者 | 辰纹 当全球科技界还在为大模型的能力边界争论不休时，AI的下一个战场已从云端降至掌心、戴至眼前。 OpenAI不久前宣布将于2026年下半年，推出一款重约15克、无屏幕、形似豆荚的AI设备，外界普遍猜测可能是一支笔，也可能是一副耳机。 在OpenAI之外，Google已经在去年年底重启AI眼镜项目，Meta也在去年下半年集中更新了多款AI眼镜产品。 而在中国，字节跳动先手试水了AI耳机、AI手机、AI眼镜；阿里巴巴旗下的夸克、钉钉分别推出各自的AI眼镜、录音卡等AI硬件产品；百度的小度在AI 手机和AI眼镜等赛道的布局时间则更早一些。 随着生成式AI从云端走向终端，科技巨头们正以截然不同的路径，将AI大模型封装进眼镜、别针乃至一支笔里，试图定义人机交互的未来。然而，市场 反馈的冰火两重天，预示着这场竞赛远未到终局。 01 赛场竞速 2026年伊始，AI硬件市场，特别是智能眼镜品类，已从概念探索迈入规模化竞争的新阶段。 根据研究机构Omdia的预测，2026年全球人工智能眼镜市场出货量将突破1000万台，其中中国市场出货量预计达120万台，成为全球 ...

当模型不再稀缺，真正稀缺的，是能把模型变成现金流的能力。 2月9日，摩根大通证券（中国）发布研究报告《中国人工智能行业：全球布局与模型创新驱动新一代领军者》，首次覆盖中国独立大模型厂商智谱与 MiniMax。 报告开宗明义：中国人工智能行业正从"百模大战"阶段，迈向以商业化落地能力、模型创新实力及全球化布局为决定成败之关键的阶段。中国AI市场 正在迅速整合， "具备实力且资金充足的模型开发商数量已从超200家缩减至不足10家。" 摩根大通犀利指出， 国内AI行业最大的利润池恐将流向掌握分发的平台巨头 ；而独立厂商的突围，则取决于谁能通过"结构性中立"找到生存缝隙 ——智谱向内深耕高合规的本地化部署，MiniMax向外拓展高溢价的全球市场。 这一判断的背景并不复杂。报告指出，随着模型训练成本、算力获取门槛和商业化难度持续上升，资本与算力的硬约束开始主导行业结构。换句话 说， 行业已经不再奖励"能不能做模型"，而是奖励"能不能长期活下来"。 在摩根大通看来，这一阶段的核心变化在于：模型能力逐步趋同；资金消耗呈指数级上升；客户开始更关注"交付能力、稳定性与可持续性"。 这意味着， 大模型竞争的主线，正在从技术竞赛， ...

分配豁免额度？ 赵永升表示，本届特朗普政府"重商主义"思想浓厚，该芯片关税更多的是一种同芯片制造商的博弈手 段，而非目的。 有报道称，美国计划在下一轮芯片关税中豁免亚马逊、谷歌和微软等美国科技巨头，原因是这些企业正 竞相建设推动人工智能（AI）热潮的数据中心。知情人士透露，美国商务部计划为美国本土超大规模 企业提供的关税豁免将与台积电（TSMC）的投资承诺挂钩。 哈佛大学肯尼迪政府学院教授福尔曼（Jason Furman）在近期的一场研讨会上对第一财经记者表示，一 方面，特朗普政府以关税威胁为手段，推动更多美国制造业的发展，另一方面，从截至目前的发展看， 特朗普政府取消威胁、增加关税豁免的案例比收紧关税的案例要多。 牛津经济研究院也在近期针对全球商业人士的风险调查报告中发现，尽管存在地缘政治风险的担忧，但 全球商业界对美国贸易政策全球影响的忧虑已有所缓解，总体而言，企业并未察觉全球增长前景出现明 显变化。 据新华社报道，美国白宫1月14日发布声明说，美国将从15日起对部分进口半导体、半导体制造设备和 衍生品加征25%进口从价关税。根据白宫公布的事实清单，英伟达公司H200芯片和超威半导体公司 MI325X人工 ...