to low Tony who knows about all things technology. I mean who do you think has the most riding on next week. Is it Meta. Is it Amazon. Is it Microsoft or Apple.>> Without question, it's Meta. >> Okay. Why. Why.So >> the reason being when we think about all of the capex spend that Meta is putting into place. They're spending capex like they are a hyperscaler, but their business model is limited and capped to monetizing via the attention from ads. >> Oh, that's interesting.And let's not forget what happened a ...

Meta Platforms Inc. (META) and its smart glasses partner EssilorLuxottica SA are being sued by Solos Technology Ltd., a smaller tech eyewear company that is alleging patent infringement, Bloomberg reported on Friday. The report said Solos filed the complaint in ...

核心观点 - Oaklo, a nuclear energy company, has seen a significant stock increase of over 20% this month due to a deal with Meta and an upgrade from Bank of America, with projections indicating a 235% rise by 2025 [1][2]. 公司动态 - The recent agreement with Meta involves prepayment for energy needs for an Ohio data center, providing crucial cash flow for Oaklo [5][6]. - Despite the positive developments, Oaklo is still at least two years away from generating legitimate revenues from actual production [6][12]. 投资者关注 - Investors are optimistic about Oaklo's potential to provide reliable power for AI and data centers, but there are concerns regarding its lack of revenues and operational licenses in the past [2][4]. - The stock has experienced significant volatility, trading as high as 174 before dropping to around 88.90, indicating the need for careful profit-taking strategies [4][14]. 行业前景 - The demand for small modular reactors (SMRs) is expected to grow, with Oaklo aiming to bring its first commercial reactor online by late 2027 or 2028 [9][10]. - The relationship with Meta and other tech companies is crucial, as they seek reliable energy solutions to meet increasing demands from data centers [12][13]. 风险因素 - Oaklo faces various risks, including development and regulatory challenges, as it navigates the complexities of bringing new nuclear technology to market [11][15]. - The stock's high beta of approximately 2.7 indicates a tendency for significant price movements based on market news [17][18].

Meta Platforms将暂时屏蔽青少年用户访问其人工智能角色，该公司正在更新其平台。 Meta周五在一篇博文中称，按照出生日期注册为青少年年龄的Meta用户，或被该公司年龄预测技术标 记为可能未成年的用户，将无法访问AI角色，"直到更新后的体验准备就绪"。 Meta写道："这意味着，当我们兑现承诺，让父母对他们青少年的AI体验有更多监督时，这些家长控制 将适用于最新版本的AI角色。" Meta表示，青少年仍然可以访问Meta的AI助手，该助手带有默认的、适合年龄的保护措施。 该公告建立在Meta于10月为未成年AI用户推出的保护措施之上，其中包括设置护栏，以防止讨论不当 内容或自残、自杀或饮食失调等敏感话题。 Meta Platforms将暂时屏蔽青少年用户访问其人工智能角色，该公司正在更新其平台。 Meta周五在一篇博文中称，按照出生日期注册为青少年年龄的Meta用户，或被该公司年龄预测技术标 记为可能未成年的用户，将无法访问AI角色，"直到更新后的体验准备就绪"。 Meta写道："这意味着，当我们兑现承诺，让父母对他们青少年的AI体验有更多监督时，这些家长控制 将适用于最新版本的AI角色。" Met ...

Meta Platforms Inc. (META) said Friday it is temporarily restricting teens around the world from accessing AI characters across its family of apps. The company said that after hearing feedback from parents about wanting more data on their teen's interaction ...

Group 1: Meta and Threads - Meta's stock increased approximately 5% as management reported early success in monetizing Threads, indicating a positive market reaction driven by optionality rather than immediate revenue [1] - Threads is being developed as an additional scalable advertising platform that leverages Meta's existing data and targeting capabilities, following a strategy of building user engagement before efficient monetization [1] Group 2: Tesla and Robotics - Tesla's CEO Elon Musk emphasized that robotics is a long-term strategic focus rather than a short-term revenue generator, prioritizing autonomy and real-world applications over aggressive commercialization timelines [2] - The narrative surrounding robotics is framed as an efficiency and productivity enhancement story, with the understanding that progress will be inconsistent, benefiting platforms that can effectively integrate hardware, software, and data at scale [3] Group 3: Cryptocurrency Market - Bitcoin is currently in a downtrend, characterized by lower highs and weak follow-through, indicating a lack of sustained risk appetite in the market [4] - Despite the ongoing downtrend, the long-term outlook for cryptocurrency remains intact, highlighting the necessity for patience until liquidity improves or macroeconomic pressures lessen [6]

Key Points Meta's third-quarter revenue rose 26% year over year. Spending is rising fast as Meta builds more AI infrastructure, which is squeezing free cash flow. At about 22 times forward earnings, the stock is priced as if growth will cool. 10 stocks we like better than Meta Platforms › Shares of social media advertising giant Meta Platforms (NASDAQ: META) jumped about 6% on Thursday as one analyst reiterated a buy rating and a $910 price target for the stock. Considering that shares are tradin ...

Meta Platforms said on Friday it will suspend teenagers' access to its existing AI characters across all of its apps worldwide, as it builds an updated iteration of those for teen users. ...

As mega cap earnings are looming large starting on Wednesday, Meta, Microsoft, Tesla, Thursday brings us Apple, you all know by now you got to wait a while for Nvidia. But these are the ones right now, Bin that matter. They always matter. I feel like maybe they matter even more.Why. Because tech has lagged so much to start the year. nowhere to be seen on the best performing sectors list where energy leads the way and materials is next and industrials follow that and then on and on and on and then you finall ...

Core Viewpoint - Danone is recalling specific batches of baby formula in targeted markets due to a toxin contamination scare that originated from Nestle products [1] Company Summary - Danone, a French food and beverage maker, is taking precautionary measures by recalling certain baby formula batches [1] - The recall is part of a broader issue related to toxin contamination that has affected multiple companies in the industry, starting with Nestle [1] Industry Summary - The contamination scare has raised concerns across the food and beverage sector, particularly in baby formula products [1] - Companies in the industry are likely to face increased scrutiny and regulatory challenges as a result of this incident [1]