Facebook and Instagram parent company Meta on Wednesday said it will begin to show advertising on its Threads micro-blogging service to all users globally starting next week. "With ads on Threads, businesses can authentically join this conversation while finding new ways to connect with the people most interested in their business," the company wrote in a blog. Wall Street analysts expect Threads to become a significant revenue driver for Meta as the company monetizes the platform. The company is set to rep ...

Group 1: AI Impact on Economy and Capital Markets - Artificial Intelligence (AI) presents both significant opportunities and threats to the economy and capital markets, with the potential to enhance productivity and create new industries while also posing risks of labor displacement [2][6][8] - In 2025, AI-related companies like NVIDIA, Palantir, and Alphabet saw substantial stock gains, indicating strong market interest and investment in AI technologies [4][12] - AI's ability to automate tasks and improve efficiency could lead to a productivity boost, which is crucial for economic growth, especially in aging economies [6][7] Group 2: Market Valuations and Concentration - The S&P 500 Index shows a high concentration, with the top ten companies accounting for nearly 40% of the index, raising concerns about overvaluation and lack of diversification for investors [11][12][13] - The average price-to-earnings (P/E) ratio for the top ten S&P 500 companies is significantly higher than historical averages, suggesting that these stocks may be overvalued [12][15] - Elevated valuations could lead to lower future returns, as higher purchase prices for earnings result in diminished return on investment [15] Group 3: Financing and Investment Risks - AI companies are engaging in vendor financing arrangements, creating a feedback loop where investments are made based on projected growth, which raises concerns about sustainability and profitability [16][17] - The reliance on private credit markets for financing AI initiatives has increased, with many companies borrowing significant amounts, which could lead to risks if these companies fail to generate expected revenues [18][19] - The mismatch between the rapid evolution of technology and the long-term nature of private credit loans poses additional risks, as companies may struggle to keep up with advancements while repaying older debts [20][21] Group 4: Global Investment Opportunities - Despite concerns in the US market, there are attractive investment opportunities in undervalued assets globally, particularly in emerging markets and specific sectors like technology and healthcare [24][25] - Emerging markets are benefiting from positive demographics and structural growth, making them compelling investment options compared to developed markets [25] - The potential for a weaker dollar could further enhance the attractiveness of non-US investments, providing a hedge against domestic economic challenges [24]

WASHINGTON, DC - JULY 09: The Federal Trade Commission entrance is seen on July 09, 2025 in Washington, DC. (Leigh Vogel/Getty Images for Ian Madrigal)Leigh Vogel/Getty Images for Ian MadrigalTo bolster its appeal of a previously dismissed antitrust lawsuit against Meta, the FTC is looking far back to a deeply unrecognizable commercial past. The problem for the FTC is that it’s not just the present that wholly discredits the FTC’s case, and its appeal. For background, it was in 2012 and 2014 that Facebook p ...

The first Big Tech earnings of the new year kick off this week, with Intel (INTC) set to report its results after the bell on Thursday. AI will undoubtedly lead the conversation. As in prior quarters, questions remain about how companies are monetizing their vast investments in the red-hot technology and whether hyperscalers like Amazon (AMZN), Google (GOOG, GOOGL), and Microsoft (MSFT) and social media giant Meta (META) will continue to increase spending. Investors will also be interested in PC chip sa ...

Key Takeaways META is ramping AI infrastructure with heavy capex, custom chips and large clusters to support its apps.SMCI's rack-scale systems and modular DCBBS are seeing demand as AI data centers scale capacity worldwide.SMCI's rapid expansion has lifted inventory and cash cycle days, driving negative free cash flow in FY26.Super Micro Computer (SMCI) and Meta Platforms (META) are two prominent AI enablers, playing slightly different roles in the AI infrastructure supply chain. While SMCI positions itsel ...

Oklo's agreement with Meta Platforms to power its data centers is 'one of a few firm, binding partnerships today,' says BofA Securities. ...

【导读】特朗普改口，市场暴涨 中国基金报记者 泰勒 大家好，今晚好消息，涨跌全看特朗普，外围市场全线大涨了！ 一起看看发生了什么事情。 1月21日晚间，美股三大指数高开高走，道指涨约500点，纳斯达克指数涨超1%，标普500指数也涨超 1%。 尽管特朗普排除了军事行动，但他仍表示，他正在"寻求立即谈判，再次讨论由美国收购格陵兰的事 宜"。 特朗普还在达沃斯讲话中表示，他将要求国会落实其提出的10%信用卡利率上限方案。鉴于国会内部支 持不足，这一前景仍不确定。该表态推动美股银行股上涨。 此外，美国财长贝森特周三在达沃斯对记者表示，特朗普政府"并不担心"前一交易日的抛售。 分析师表示，关键不在于特朗普说了什么，而在于他没有说什么。"他没有重申对欧洲的关税威胁；他 没有说政府会动用武力夺取格陵兰；他也没有说要给信用卡利率设上限，而是让国会去做。这更像是在 降低实质内容的烈度，尽管风格仍然是典型的特朗普"。 摩根大通资产管理的Bob Michele表示，周二市场的抛售是在向特朗普政府传递信息：需要采取行动恢 复秩序，就像去年"解放日"关税扰动投资者之后，官员们所做的那样。 在特朗普对世界经济论坛表示他不会以武力收购格 ...

Meta’s new artificial intelligence lab has reportedly delivered its first AI models internally.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 logins required.Andrew Bosworth, the company’s chief technology officer, told Reuters W ...

Core Viewpoint - Meta's acquisition of Manus for approximately $2 billion aims to enhance AI innovation and integrate advanced automation into its products, but existing Manus customers express concerns about data privacy and trust under Meta's ownership [3][7][10]. Company Overview - Manus, founded in China in 2022 and later relocated to Singapore, specializes in general-purpose AI agents capable of performing complex tasks like market research and data analysis [4]. - Manus reported a revenue run rate exceeding $125 million and millions of paying customers at the time of the acquisition [7]. Customer Sentiment - Some Manus customers, including Arya Labs, have ceased using the platform due to distrust in Meta's data practices, expressing disappointment over the acquisition [5][8]. - Concerns about the application of Meta's data policies to Manus have led other companies, like 0260.AI, to stop recommending Manus to clients [9]. Market Position and Strategy - Meta's strategy in the AI market remains unclear, especially in comparison to leaders like OpenAI and Google, with significant investments made but no defined long-term plan [10]. - Meta's stock has declined by 17% since the last earnings call, reflecting investor concerns about rising AI costs, which are projected to exceed $100 billion by 2026 [11]. Competitive Landscape - Competitors like Lindy have seen increased user interest following Meta's acquisition announcement, indicating a potential "halo effect" that raises awareness of AI software [12]. - Meta's focus appears to be on small businesses, which are crucial for its advertising revenue, rather than targeting large enterprises [12][13]. Challenges and Opportunities - Meta has faced difficulties in the enterprise sector, having previously shut down its Workplace platform and other initiatives [14][15]. - WhatsApp for Business has emerged as a successful avenue for Meta, with projections suggesting it could generate $40 billion in revenue by 2030 [17][18].

Group 1 - Meta Platforms' CTO Andrew Bosworth announced the delivery of the first key AI models from the newly established Meta Super Intelligence Lab, marking initial success in CEO Mark Zuckerberg's AI strategy restructuring [1] - The models delivered show "great potential" and are described as "outstanding," despite the team having worked for less than six months [1] - Meta faced criticism for the underperformance of the Llama 4 model, prompting significant leadership changes and talent acquisition to regain competitive advantage in the AI sector [1][3] Group 2 - Bosworth referred to 2025 as a "chaotic year" for Meta, during which the company will establish labs, infrastructure, and procure computing power, with early signs of favorable returns from these investments [2] - The company is developing AI models codenamed Avocado and Mango, with plans to launch Avocado in the first quarter, although specific details on the delivered models were not disclosed [2] - The next two years are critical for bringing consumer AI products to market, as recent technological advancements are expected to address everyday queries effectively [2] Group 3 - Meta is currently promoting AI-enabled Ray-Ban smart glasses but has paused international expansion to prioritize U.S. orders [3] - The adjustment in Meta's AI strategy is closely monitored due to previous criticisms regarding the Llama 4 model's performance and the competitive landscape in the AI market [3]