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Meta to start using Europeans' data for AI training May 27
Techxplore· 2025-04-16 20:00
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Credit: Pixabay/CC0 Public Domain Meta will start using public posts and comments by its European users to train generative artificial intelligence (AI) models from May 27, unless users opt out of the data-mining project. Meta, the owner of Facebook, Instagram and Threads, said earlier this week that it would develop its AI mo ...
Meta: A Likely Downward Adjustment Of Capex Could Start A Bullish Rally
Seeking Alpha· 2025-04-16 18:05
Meta Platforms (NASDAQ: META ) stock has seen a big correction after the stock hit its peak in mid-February. This correction is similar to what we saw in other Mag 7 stocks in the last few weeks as recession fearsI have worked in the technology sector for over 4 years. This included working with industry stalwarts like IBM. I have done my MBA in finance and have been covering various blue chip stocks for the past 6 years. Having hands-on knowledge in the technology sector has helped me gain valuable insight ...
Meta Stock Holds Upside Potential as Analysts Cut Price Targets
MarketBeat· 2025-04-16 14:02
Meta Platforms TodayMETAMeta Platforms$508.75 -12.77 (-2.45%) 52-Week Range$414.50▼$740.91Dividend Yield0.41%P/E Ratio21.21Price Target$690.79Add to WatchlistFor investors in Magnificent Seven stock Meta Platforms NASDAQ: META, recent changes in analysts' price targets haven’t brought much cheer. Many analysts have been dropping their price targets on this powerful company since the beginning of April. Among the analyst updates tracked by MarketBeat since the start of the month, price targets have dropped ...
Meta Platforms Inc-A:首次覆盖:Meta推陈出新:AI驱动广告3.0时代,掘金30亿用户红利-20250416
海通国际· 2025-04-16 10:23
研究报告 Research Report 16 Apr 2025 Meta Platforms (META US) 首次覆盖:Meta 推陈出新:AI 驱动广告 3.0 时代,掘金 30 亿用户红利 Meta Refreshes: AI-Driven Advertising 3.0 Era, Tapping into Growth Potential with 3 Billion Users: Initiation [Table_yemei1] 观点聚焦 Investment Focus 公司预计 2025 年资本开支为 600-650 亿美元,主要用于 AI 基础设 施及 GPU 采购。这一数据高于市场预期~500 亿美元,反映出 AI 领 域的激烈竞争和对计算能力的巨大需求。在数据中心建设方面, 公司计划建造一个容量超过 2GW 的数据中心,并计划在 2025 年上 线约 1 GW 的计算能力。此外,公司计划到 2025 年底拥有超过 130 万个 Nvidia AI GPU,主要是 H100 型号。根据行业标准,Nvidia H100 GPU 的价格在 3 万至 4 万美元之间,130 万个 GPU 的 ...
Meta Platforms(META):首次覆盖:Meta推陈出新:AI驱动广告3.0时代,掘金30亿用户红利
海通国际证券· 2025-04-16 09:32
研究报告 Research Report 16 Apr 2025 Meta Platforms (META US) 首次覆盖:Meta 推陈出新:AI 驱动广告 3.0 时代,掘金 30 亿用户红利 Meta Refreshes: AI-Driven Advertising 3.0 Era, Tapping into Growth Potential with 3 Billion Users: Initiation [Table_yemei1] 观点聚焦 Investment Focus [Table_Info] 首次覆盖优于大市 Initiate with OUTPERFORM 评级 优于大市 OUTPERFORM 现价 US$521.52 目标价 US$664.03 市值 US$1,321bn 日交易额 (3 个月均值) US$11,346mn 发行股票数目 2,190mn 自由流通股 (%) 100% 1 年股价最高最低值 US$736.02-US$428.61 注:现价 US$521.52 为 2025 年 04 月 15 日收盘价 资料来源: Factset 1mth 3mth 12mth 绝对值 ...
Prediction: This Stock Will Be the Safest of the "Magnificent Seven" During Tariff Turmoil
The Motley Fool· 2025-04-16 08:10
President Donald Trump's import tariffs have been the big subject for investors in recent weeks, with any new announcement guiding the market's direction. And technology stocks such as the "Magnificent Seven" have been particularly vulnerable to the news since they rely a great deal on international production of raw materials and finished goods. In fact, their cost structure depends on manufacturing in countries that have specific infrastructure and a particular economic backdrop. This offers U.S. tech gia ...
Zuckerberg feared monopoly scrutiny and mulled Instagram split, files show
The Guardian· 2025-04-15 23:39
Core Insights - Meta's CEO Mark Zuckerberg considered spinning off Instagram in 2018 due to potential antitrust issues, suggesting that companies often perform better after being split [1] - Zuckerberg acknowledged that he acquired Instagram because it had a superior camera compared to Facebook's own development efforts, reinforcing claims that Meta employed a "buy or bury" strategy against competitors [2][4] - The US Federal Trade Commission (FTC) is attempting to reverse Meta's acquisitions of Instagram for $1 billion and WhatsApp for $19 billion, marking a significant legal challenge against the company [3] Group 1: Acquisition Strategy - Zuckerberg's testimony revealed that Instagram was perceived as a rapidly growing threat, leading to the decision to acquire rather than build a competing product [2][4] - He admitted that many of Meta's attempts to create new apps have failed, with most not gaining traction [5] Group 2: Legal Context - The FTC's case against Meta is seen as a test of the Trump administration's commitment to regulating large tech companies [3] - The FTC claims that Meta holds a monopoly in social media platforms, with competitors including Snap's Snapchat and the smaller MeWe [7] Group 3: Market Competition - Meta argues that the FTC has misdefined the social media market, not adequately considering competition from platforms like TikTok, YouTube, and Apple's messaging app [6]
One chart shows just how much Instagram could benefit from a TikTok ban
Business Insider· 2025-04-15 21:20
Instagram stands to gain a lot if TikTok is banned. A chart featured in Meta's opening statement during its FTC antitrust trial showed just how much Instagram could benefit.The Meta-owned platform reported a spike in usage when TikTok went dark for roughly 14 hours in January. "People went to Instagram," Meta's lawyer, Matt Hansen, said this week while pointing to the chart. "Boom almost instantly." This slide was included in Meta's 88-page presentation that accompanied its lawyer's opening statement. ...
Facebook added 'value' to Instagram, Zuckerberg says in antitrust trial
Techxplore· 2025-04-15 20:05
This article has been reviewed according to Science X's editorial process and policies . Editors have highlighted the following attributes while ensuring the content's credibility: Facebook chief Mark Zuckerberg arrives at the E. Barrett Prettyman US Court House on April 15, 2025 in Washington, DC. Social media titan Mark Zuckerberg testified for a second day Tuesday in a landmark US antitrust trial, defending his conglomerate Meta against accusations it took over Instagram and WhatsApp to devour budding c ...
Meta shares fall as CEO defends company from potential breakup
Proactiveinvestors NA· 2025-04-15 19:17
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...