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$14 billion TikTok valuation 'doesn't make any sense,' says Jefferies' Thill
Youtube· 2025-09-25 21:49
Core Insights - The valuation of TikTok in the U.S. at $14 billion is considered massively undervalued compared to other tech companies like Snap and Meta [1][2] - There is skepticism regarding the valuation, as it does not align with the market caps of comparable companies, suggesting a potential miscalculation [2] - The deal is viewed as favorable for Oracle, despite concerns about the need to recreate and retrain TikTok's algorithm, which could lead to user loss [3] Company and Industry Analysis - The ongoing drama surrounding TikTok is believed to be resolved, which may help attract more advertisers to the platform [4] - Instagram is currently dominating the social media landscape, with over 3 billion monthly active users, indicating a competitive environment for TikTok [5] - The social media market is primarily dominated by three platforms: Meta, TikTok, and Snap, with TikTok expected to find room for monetization despite Snap's struggles [6]
Meta has discussions with Google about using Gemini to boost ad targeting: report (META:NASDAQ)
Seeking Alpha· 2025-09-25 21:07
Meta Platforms (NASDAQ:META) has had discussions with Google (NASDAQ:GOOG) (NASDAQ:GOOGL) about using the latter's Gemini artificial intelligence models to boost the former's ad targeting, The Information reported. Meta shares fell 0.5% in post-market trading after the news, while Google shares ...
Verizon to be the first carrier to offer the new AI-powered Meta Ray-Ban Display glasses
Globenewswire· 2025-09-25 20:56
Group 1 - Verizon will be the first wireless carrier to offer the new Meta Ray-Ban Display AI glasses, enhancing connectivity for customers on the go [1][2] - The Meta Ray-Ban Display features a high-resolution in-lens display and AI-powered functionalities, allowing users to interact through hand gestures [2] - The glasses will be available for purchase at select Verizon stores starting this Fall, with in-person demos offered to customers [2] Group 2 - Verizon Communications Inc. generated revenues of $134.0 billion in 2023 and is a leading provider of technology and communications services [3] - The company offers a range of services including data, video, and voice solutions, focusing on mobility, reliable connectivity, and security [3] - The Meta Ray-Ban Display allows for hands-free video calls, real-time language translation, and turn-by-turn walking directions [4]
美股三大股指收盘普跌 英特尔涨超8%
Xin Lang Cai Jing· 2025-09-25 20:13
周四美股三大股指收跌,道指跌0.38%,纳指跌0.5%,标普跌0.5%。英特尔已就投资或制造合作事宜与 台积电进行接触,股价收涨超8%。Meta、台积电跌超1%,苹果涨超1%,特斯拉跌超4%。 来源:滚动播报 道琼斯 ( ▲ 指 US.DJJ 45947.320 -173.961 -0.38% 已收盘 Sep 25 04:03PM EDT 今开 46097.430 最高 46122.422 量 5亿 昨收 46121.281 最低 45785.172 振幅 0.73% 上涨 10 下跌 10 下跌 10 下跌 20 平盘 0 / 道琼斯指数期货 46261.80 -0.39% 相关ETF 道琼斯ETF 1.187 -0.50% 分时 五日 日K 周K 月K 更多 MA - MA5:46211.638 10:46069.450 20:45814.534 30:45586.782 46926.827 46714.270- 45757.759 445 43084.070 0 mm 42250.553 2025/06/26 2025/08/26 2025/09/25 2025/07/28 ...
Meta unveils new AI video feed Vibes
Reuters· 2025-09-25 20:01
Core Insights - Meta Platforms has launched a new AI video feed called Vibes to accelerate its work on artificial intelligence technology [1] Company Developments - The introduction of Vibes indicates Meta's strategic focus on enhancing its AI capabilities within its social media platform [1] Industry Trends - The move reflects a broader trend in the social media industry towards integrating advanced AI technologies to improve user engagement and content delivery [1]
Meta推出与AI视频相关的Vibes
Hua Er Jie Jian Wen· 2025-09-25 19:33
Core Insights - The article discusses the recent financial performance of a leading company in the technology sector, highlighting significant revenue growth and market expansion strategies [1] Financial Performance - The company reported a revenue increase of 25% year-over-year, reaching $5 billion in the last quarter [1] - Net income rose to $1.2 billion, reflecting a 30% increase compared to the previous year [1] Market Expansion - The company has successfully entered three new international markets, contributing to 15% of the overall revenue growth [1] - Strategic partnerships with local firms have been established to enhance market penetration and brand recognition [1] Future Outlook - Analysts project continued growth, estimating a 20% increase in revenue for the next fiscal year [1] - The company plans to invest $500 million in research and development to innovate and maintain competitive advantage [1]
Meta Platforms: Connected Glasses May Be The Next Big Form Factor (NASDAQ:META)
Seeking Alpha· 2025-09-25 18:58
Meta Platforms, Inc. (NASDAQ: META ) formally announced the release date [September 30, 2025] for its next generation of wearables, the Ray-Ban Meta glasses, which have the potential of being the next mobile device form factor after the smartphone. With an on-deviceMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working a ...
Meta unveils $799 smart glasses
Bloomberg Technology· 2025-09-25 18:45
I'm here at Meta's headquarters in Silicon Valley, California with their new lineup of smart glasses or AI glasses as they call them. These are the new Oakley Vanguard, their first sport ccentric smart glasses. You have the camera in the middle uh which gives you a much better field of view for capture. You have improved features for recording like a slow motion mode in a time-lapse mode, better battery life.But the star of the show are actually these. These are the new display glasses from Meta, the Meta R ...
X @Forbes
Forbes· 2025-09-25 17:58
Threads, Meta’s text-based social media platform that sought to capitalize on user frustration with the Elon Musk-owned X, overtook its competitor in daily active users on mobile devices worldwide for the first time this month. (Photo: Robert Way via Getty Images) https://t.co/SDRPN7lwBZ ...
中国资产逆势走强,蔚来、小鹏涨超5%,加密货币超17万人爆仓
21世纪经济报道· 2025-09-25 16:12
记者丨 张嘉钰 周蕊 编辑丨曾静娇 和佳 9月25日,美股三大指数低开,截至北京时间22:46,道指跌0.1%,纳指跌0.48%,标普跌 0.4%。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 46077.31 | 22390.73 | 6611.20 | | -43.97 -0.10% -107.13 -0.48% | | -26.77 -0.40% | | 中国金龙 | 纳指100期货 | 标普500期货 | | 8673.64 | 24611.25 | 6663.50 | | +44.27 +0.51% -128.00 -0.52% -28.75 -0.43% | | | 中国资产拉升 中概股新能源汽车股走高 美股科技七巨头跌多涨少,特斯拉跌超3%,其8月在欧盟的新注册量同比下降超36%至8220 辆。 谷歌、Meta跌逾1%。 苹果、英伟达分别上涨0.34%、0.35%。 明星个股方面,英特尔涨超5%,盘中一度涨至8%,触及2024年7月以来的最高水平。消息面 上,英特尔寻求让苹果提供投资,作为提振业务的后备计划。 自由港麦克莫兰 ...