Meta周二尾盘下跌2.2%，据估算，该公司最近签署的核能数据中心协议可能需要超过140亿美元投资。 责任编辑：张俊 SF065 Meta周二尾盘下跌2.2%，据估算，该公司最近签署的核能数据中心协议可能需要超过140亿美元投资。 责任编辑：张俊 SF065 ...

Core Viewpoint - Michael Burry criticizes Meta Platforms, Inc. for its significant investment in AI infrastructure, suggesting it undermines the company's asset-light business model and could lead to a decline in return on invested capital (ROIC) [1][2][3] Group 1: Investment Strategy - Meta is committing to $600 billion in capital expenditures for data centers, energy grids, and custom chips through 2028, indicating a shift towards a capital-intensive business model [2] - The introduction of Meta Compute is expected to drastically increase the invested capital, which could negatively impact the efficiency of Meta's business model [3] Group 2: Market Reaction - Following Burry's critique, Meta's stock price fell by more than 2%, trading at $628.13 [4] - Burry remains one of the few contrarian voices expressing skepticism about Meta's future amidst the industry's AI arms race [3][4]

The first Big Tech layoffs of 2026 have happened. This week, Facebook owner Meta Platforms informed employees that up to 1,500 positions in its Reality Labs division would be eliminated. Here's what you need to know about the job cuts. What's happened? Meta this week notified employees in its Reality Labs division that up to 10% of jobs could be lost, according to a Bloomberg report. A day earlier, the New York Times reported that the layoffs were expected. Meta confirmed the news with Fast Company on Tuesd ...

Meta and eyewear maker EssilorLuxottica are reportedly considering doubling their capacity to produce Ray-Ban Meta smart glasses from 10 million to 20 million by the end of the year.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional ...

In the final stretch of his tenure atop Berkshire Hathaway, Warren Buffett was still pursuing that elusive elephant.The 95-year-old legendary investor, who handed over the CEO reins to Greg Abel at the start of 2026, made it clear that deal size was not the constraint, it was lack of opportunities."It's external circumstances. Believe me if after we get finished talking you say, 'I've got a great $100 billion new idea.' I would say, 'Let's talk,'" Buffett told Becky Quick in a special interview in May after ...

Key Points AI investors remain bullish on AI stocks, with nine out of 10 planning to maintain or increase their positions. Nvidia has a 92% share of the GPU market and benefits from AI data center spending. Meta Platforms utilizes AI tools to enhance its ad business and increase user engagement on its platforms. 10 stocks we like better than Nvidia › Artificial intelligence (AI) has been a primary driver of stock market growth in recent years, and despite concerns about a bubble, investors remai ...

Meta and EssilorLuxottica are considering doubling the production capacity of their artificial intelligence-powered smart glasses to 20 million units annually by the end of this year, Bloomberg News r... ...

If you have been following the tech market lately, you have probably noticed that the Magnificent 7, the top companies in the U.S. technology sector, are commanding attention like never before. But what if you could stay invested in these companies and also collect extra income along the way? That is exactly what Vanguard's Global X Nasdaq 100 Covered Call ETF (NASDAQ:GPIX) aims to do. By blending stock ownership with a covered call strategy, GPIX gives income-seeking investors a new way to play tech growth ...

Group 1 - Meta is preparing to cut about 1,500 employees from its Reality Labs division, which represents roughly 10% of the unit's 15,000-person workforce, as the company shifts focus towards artificial intelligence [1][6] - The layoffs are expected to impact teams working on virtual-reality headsets and Meta's VR-based social network, despite the company investing billions into AI research and development [1][4] - Reality Labs has incurred over $70 billion in losses since 2020, contributing to financial pressure on Meta and prompting a broader restructuring [3][8] Group 2 - CEO Mark Zuckerberg has mandated top executives to reduce 2026 budgets while investing tens of billions into artificial intelligence initiatives, including funding for Meta's TBD Lab aimed at developing "superintelligence" [4][11] - Meta has been offering substantial compensation packages to attract top AI researchers and engineers, alongside making significant acquisitions to bolster its AI strategy, such as the $14.3 billion investment in Scale AI and the $2 billion acquisition of Manus [5][4] - The company has introduced a new performance program called Checkpoint, which increases bonuses for top performers, with standout employees eligible for bonuses up to 300% of their base payout [9][11]

格隆汇1月13日｜Meta Platforms宣布对旗下RealityLabs部门裁员逾1000人，此举是公司将资源从虚拟现 实（VR）和元宇宙产品转向人工智能（AI）可穿戴设备及手机功能战略的一部分。据首席技术官 Andrew Bosworth在内部发出的通知，员工将从周二早晨开始收到裁员通知。据外媒此前报道，此次裁 员将影响 Reality Labs 大约 15000 名员工中的约 10%。Meta 发言人表示："我们上个月就提到过，将部 分投资从元宇宙转向可穿戴设备。这次裁员是该战略的一部分，我们计划将节省下来的资源重新投入， 以支持今年可穿戴业务的增长。" ...