Meta CEO Mark Zuckerberg speaks as he presents the new Meta Ray-Ban Display at the 2025 Meta Connect conference in Menlo Park, California, on Sept. 17, 2025.Meta's efforts to expand its core business from online advertising involves pitching companies AI-powered chat tools that they can use on their own websites.The social media giant debuted on Thursday a digital assistant dubbed Business AI, describing the software as a way for companies to offer to their customers more personalized product recommendation ...

Meta Mines Your Chatbot Discussions to Serve More Personal Ads https://t.co/Bj6jPvVD9K ...

A Dutch court on Thursday ordered Meta Platforms to offer users of its Facebook and Instagram platforms simpler options for a timeline that is not based on profiling. ...

Group 1 - Global asset prices have shown volatility, with previously low-priced assets like Hong Kong stocks and Chinese concept stocks becoming the highest returning equity assets this year [2] - Silver has outperformed other assets, with a year-to-date increase of 64.53% and a third-quarter increase of 31.80%, making it the best-performing asset [3] - Gold prices have also risen, with a year-to-date increase of 47.77% and a third-quarter increase of 17.41% [5] Group 2 - Factors driving the demand for precious metals include rising inflation due to U.S. tariff policies, central banks increasing their gold reserves, and heightened global geopolitical risks [7] - The gold-silver ratio indicates that silver is undervalued compared to gold, with a current ratio of 81.51, suggesting a potential buy signal for silver [9] - There is a persistent supply gap in silver, with a reported shortfall of 118 million ounces this year, contributing to price support [9] Group 3 - The U.S. dollar index has decreased by 9.94% this year, from 108.49 to 97.706, influenced by the Federal Reserve's interest rate cuts and slowing economic momentum [11][13] - The divergence in global monetary policies, with the Bank of Japan normalizing its policies while the European Central Bank remains stable, has further pressured the dollar [14] - Despite the dollar's weakness, U.S. stock markets have continued to perform well, with major indices reaching new highs [19] Group 4 - The Dow Jones Industrial Average has increased by 9.16% this year, while the Nasdaq and S&P 500 indices have shown year-to-date increases of 17.84% and 14.10%, respectively [20] - The performance of major tech stocks has varied, with Nvidia leading the gains but facing valuation concerns, while other tech giants like Microsoft and Amazon have seen declines [21][22] - The semiconductor industry has experienced a capital revolution, with companies like Seagate and Western Digital showing significant gains, while digital currency stocks have also performed well [23] Group 5 - Hong Kong and Chinese concept stocks have rebounded strongly, with the Nasdaq China Golden Dragon Index showing a third-quarter increase of 17.39% [26] - Major Chinese tech companies like Tencent and Alibaba have seen substantial year-to-date increases of 62.23% and 122.21%, respectively [26][28] - However, companies like Xiaomi and BYD have lagged due to disappointing growth expectations [27] Group 6 - The global market in 2025 has shown contrasting trends, with precious metals shining due to various demand factors, while Hong Kong and Chinese stocks have gained momentum [29] - The ongoing weakness of the dollar and the Fed's rate cuts are reshaping the global asset landscape, leading to a shift in investment focus towards undervalued markets [30]

Core Viewpoint - Apple is shifting its focus from the Vision Pro headset to developing smart glasses to compete with Meta Platforms Inc. [1][9] Group 1: Product Development - Apple has paused the development of a lighter variant of the Vision Pro headset, code-named N100, originally planned for 2027, to allocate resources towards smart glasses [1][10] - The company is working on at least two types of smart glasses: the N50, which will pair with an iPhone and lack its own display, expected to be unveiled as soon as next year, and another version with a display, initially planned for 2028 but now being accelerated [3][4] - The new smart glasses are expected to include features such as speakers for music playback, cameras for media recording, and voice-control capabilities [8] Group 2: Competitive Landscape - Meta has a head start in the smart glasses market, having released its first model, Ray-Ban Stories, in 2021, and a newer version, Ray-Ban Meta, in 2023 [5] - Meta's recent updates to its non-display glasses include improved cameras and longer battery life, indicating a strong foothold in the devices market [5] - Other tech giants like Amazon and Google are also racing to launch AI-powered hardware, highlighting the competitive nature of the smart glasses arena [7] Group 3: Technology and Features - Apple's smart glasses will heavily rely on voice interaction and artificial intelligence, areas where the company has faced challenges in the past [6] - The company is planning to enhance its Siri voice assistant, which is expected to support a new range of devices, including the upcoming smart glasses [6] - The glasses are anticipated to feature health-tracking capabilities, expanding their functionality beyond traditional uses [8] Group 4: Market Strategy - The shift in focus to smart glasses comes after the Vision Pro's underwhelming debut, which was criticized for being too heavy and expensive [9][13] - Apple is attempting to pivot its marketing strategy for the Vision Pro towards business applications, similar to approaches taken by Microsoft and Google [13] - Despite the current shift, Apple has not completely abandoned the Vision Pro and may still release a lighter, cheaper version in the future [13]

Core Viewpoint - The article discusses the transition from a traditional economy to a new economy driven by technology, particularly focusing on the performance of major tech companies and the implications for investment and society [4][8]. Group 1: Declining Traditional Economy - The traditional economy is defined as one built on physical entities, including manufacturing giants and energy companies, which are constrained by physical limitations and regulatory environments [10][12]. - Growth in traditional sectors has stagnated, with U.S. manufacturing worker productivity growing at only 2% annually since 2018, compared to 7% in the tech sector [13]. - In 2022, the digital economy's value added grew by 6.3%, contributing 35% to U.S. economic growth over the past decade [13]. Group 2: Rise of the New Economy - The new economy is characterized by exponential growth potential and a lack of physical constraints, driven by digital technologies and network effects [16][17]. - Companies like Google and Meta benefit from network effects, where increased user numbers enhance service value, creating a self-reinforcing cycle [17]. - AI and automation enable small teams to create significant value, with the potential for "one-person companies" to reach billion-dollar valuations [19][20]. - The cost of adding users in the digital realm is negligible, allowing for global scalability without physical limitations [21]. Group 3: Magnificent Seven as New Productivity Leaders - The "Magnificent Seven" (Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla) now account for approximately 34% of the S&P 500 index, up from 12% in 2015 [25]. - In 2023, these companies achieved a collective return rate of 75.71%, significantly outperforming the S&P 500's 24.23% [26]. - The market growth is primarily driven by these tech giants, which have become infrastructure builders in the new economy [30]. Group 4: Implications for Capital Markets and Society - The transition from old to new economy is reshaping social structures and governance models, presenting both opportunities and risks for investors [31][33]. - The concentration of wealth in tech sectors raises concerns about inequality and the loss of traditional jobs [34]. - The emergence of "network states" is predicted, where communities based on shared values may replace traditional nation-states [36].

Core Idea - CoreWeave is rapidly gaining attention in the AI sector due to its strong partnerships, particularly with Nvidia and major contracts with companies like Meta and OpenAI [1][3][6] Company Overview - CoreWeave operates in the GPU-as-a-service (GPUaaS) market, providing customers with the ability to rent GPUs for short or long-term projects [3][4] - The company has a fleet of over 250,000 GPUs across multiple data centers, allowing it to cater specifically to AI workloads, which enhances efficiency for its clients [5] Financial Performance - CoreWeave reported a tripling of revenue to $1.2 billion in the latest quarter, indicating strong growth despite not yet being profitable [10] - Since its initial public offering in March, CoreWeave's stock has surged over 200% [2] Major Contracts - CoreWeave has signed significant contracts, including an expansion of its agreement with OpenAI to over $22 billion and a new $14.2 billion deal with Meta [6][7] - These contracts highlight the increasing demand for CoreWeave's services from leading AI companies [9] Strategic Partnerships - Nvidia has invested in CoreWeave and signed an agreement to purchase any unused capacity through 2032, further solidifying their partnership [5] - Meta, known for its social media platforms, is also heavily investing in AI, making it a crucial customer for CoreWeave [8]

Core Insights - The article highlights a significant rise in online fraud targeting US consumers, particularly through political scam ads on Meta's platforms [3][9] - A report from the Tech Transparency Project reveals that 63 scam advertisers spent a total of $49 million on Facebook and Instagram, primarily targeting seniors with misleading ads about government benefits [4][5] Group 1: Online Fraud and Scams - Surveys indicate a growing number of American adults are experiencing scams or impersonation attacks, with a notable increase in complaints from older adults [9][10] - The Federal Trade Commission reported a more than four-fold increase in complaints from older adults losing $10,000 or more to scammers since 2020 [10] Group 2: Meta's Role and Response - The Tech Transparency Project identified that scammers are exploiting advances in AI technology and Meta's lax content moderation to reach new victims [5][6] - Despite Meta's policies against scams, the report states that nearly half of the identified scam advertisers continued to run ads even after being flagged for policy violations [7] Group 3: Specific Examples of Scams - One notable scam involved an advertiser using a deepfake video of Donald Trump falsely promising stimulus checks, targeting individuals over 65 across more than 20 states [8][9] - The misleading ad directed users to a website claiming to offer a "FREE $5,000 Check from Trump," which was part of a broader trend of bogus stimulus offers circulating on social media [9]

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CoreWeave shares surged after the company announced a deal with Meta Platforms, but most Wall Street analysts expect the stock to move even higher.A regulatory filing made September 30 shows neocloud CoreWeave (CRWV 0.15%) signed a deal to provide Meta Platforms with $14.2 billion in computing power through 2031, with an option to extend through 2032. The deal will furnish Meta with access to Nvidia GB300 NVL72 systems, the very bleeding edge of artificial intelligence (AI) infrastructure.Meta has been a Co ...