Meta Platforms' (META) stock dipped slightly this week following a report that the company is making a significant pivot in its artificial intelligence strategy. The report from Bloomberg says that Meta is developing a closed, monetizable AI model with the codename “Avocado” that could incorporate tech from Chinese companies, including Alibaba Group (BABA). More News from Barchart Such a plan would be a shift in Meta’s AI strategy, which has long favored open-source models such as Llama. Such decentra ...

Facebook Messenger’s desktop app is no more https://t.co/ZbwXnENdcI ...

Key Takeaways META expects 2025 capital spending of $70-$72B, with more growth projected in 2026. AI-powered tools are boosting ad engagement, with a $60B annual run rate for META's ad products. Earnings estimates for 2025 have declined 2.7% in 30 days, reflecting cost pressures and competition.Meta Platforms’ (META) shares closed at $644.23 on Dec. 12, down roughly 19.1% from the 52-week high of $796.25 it hit on Aug. 15. META shares have returned a meager 3.2% in the trailing 12-month period, underperform ...

记者丨江佩佩 李益文 编辑丨谢珍 12月15日晚，美股三大股指全线高开，道指开涨0.33%，标普500指数涨0.48%，纳指涨0.58%。截至23：27，美国三大股指全线跳水均已抹 去盘初涨幅。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业平均 | 48341.39 | -116.66 | -0.24% | | 纳斯达克指数 | 23048.60 | -146.57 | -0.63% | | 标普500 | 6806.35 | -21.06 | -0.31% | | 纳斯达克100 | 25063.66 | -133.07 | -0.53% | | 万得美国科技七巨头指数 | 65015.94 | -342.51 | -0.52% | | 万得中概科技龙头指数 | 4326.80 | -66.77 | -1.52% | | 纳斯达克中国金龙指数 | 7619.03 | -131.07 | -1.69% | 多只中概股加速下挫，跌幅超10%，其中，思宏国际跌超30%领跌。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | ...

At the end of the year, predictions for the following year are often published. The Seeking Alpha 2025 Market Prediction Contest , in which I participated last year, is also comingMy primary area of concentration will be on identifying companies of exceptional caliber, with a proven ability to reinvest capital for impressive returns. The ideal scenario is for these companies to demonstrate a long-term capability of capital compounding, with a high enough compound annual growth rate to potentially deliver te ...

RT Ferre (@FerreWeb3)Value of $10,000 invested a decade ago:Meta: $60,100Amazon: $67,846Alphabet: $83,185Microsoft: $90,421Apple: $95,240Tesla: $278,575Nvidia: $2,311,026Bitcoin: $4,955,000 ...

液冷产业相关介绍我们在前期文章反复提及，在此不过多赘述。本文章更多叙述2026年液 冷行业供需两侧逻辑/数据及国内厂商的出海机会展望。 千亿的液冷赛道 英伟达Rubin的液冷新方案？ GB200 GB300液冷价值量拆解 需求侧 1、随着单AI算力卡及机柜功耗越来越高，风冷无法满足相应算力卡及机柜的散热要求，必须要上液 冷方案才能解决相应散热问题。（单柜功耗＞35-40KW即无法上风冷） 2、北美缺电严重，液冷能显著降低PUE，大幅节约单位算力密度总能耗，缓解缺电导致的数据中心 项目推迟。（液冷方案PUE＜1.2），不要小看这一点点的降低，数据中心的电费是非常夸张的，这 也是为什么国内很多数据中心都建在内蒙古、新疆等地的原因。 3、北美不少数据中心项目离经济中心或居民区域相对较近，液冷相对风冷散热方案能显著降低数据 中心机房噪音，促使数据中心项目落地进程加快，减少资金垫付财务成本 目前英伟达GB200及以上更高级机柜系列方案全面运用液冷散热方案；谷歌的TPU V7 及以上更高级 机柜系列方案全面运用液冷散热方案（此前TPU V3有尝试运用液冷方案，但当下量不大）；Meta的 MTIA V2及以上更高级机柜系列 ...

在巴布亚新几内亚的一个原始部落，情感的中心是肝脏而非心脏；在纳米比亚，有一个专门的词形容「光脚踩 在热沙上」。这些人类经验的细微差别，正成为AI翻译难以逾越的「最后且最远的一英里」。 在巴布亚新几内亚的丛林深处，阿瓦人（Awa）并不相信心脏是情感的中心。 如果你想对他们表达真诚，你不能说「敞开心扉」，而应该说「敞开你的肝脏」。 而在同一个岛屿的另一端，拉瓦人（Rawa）则坚信，人类的灵魂与情感栖息在胃里。 这些细微且致命的文化差异，曾是翻译者数百年来无法逾越的天堑。 但现在，硅谷最前沿的AI正在试图填平这个天堑。 被遗忘的语料荒漠 对于ChatGPT或Gemini这样的通用大模型来说，英语是「富人区」，中文和法语是「中产阶级」，而像阿瓦语 这样的语言，则是彻底的「贫民窟」。 在AI的训练集中，英语占据了90%以上的份额。 这种数据的极度不平衡创造了一种「算法霸权」：模型倾向于用英语的逻辑去理解世界。 当你输入一个复杂的中文成语，AI往往会先将其「脑补」成英文语境下的对应概念，再翻译回来，导致原意的 流失。 而在那些仅有数千人使用的「低资源语言」中，情况更为糟糕。 互联网上几乎不存在这些语言的文本数据，AI无书 ...

Tech stocks came under serious selling pressure on Friday with the market concerned about Oracle’s (ORCL) debt issuance and general AI capital expenditures. With those risk factors in play, it might be worth looking for some bearish option trade ideas. More News from Barchart One way to use options to profit from declining stock prices is via a bear call spread. A bear call spread is a type of vertical spread, meaning that two options within the same expiry month are being traded. One call option is ...

美股大型科技股盘前涨跌互现，英伟达涨0.7%，特斯拉涨0.5%，亚马逊涨0.4%，谷歌A涨0.2%， Meta、苹果持平，微软跌0.1%。 本文源自：金融界AI电报 ...