Market Overview - The market has shown signs of recovery in December, with increased money flows and stocks nearing all-time highs, suggesting a potential Santa rally [2][3] - Expectations for the Federal Reserve include interest rate cuts, which are anticipated to positively impact the market [4][5] Federal Reserve Insights - Predictions indicate that the Fed will implement rate cuts, with expectations for continued cuts into the beginning of the next year [5][6] - The tone of the Fed's announcements may be more significant than the cuts themselves, especially with a new Fed chair expected next year [6][7] AI Sector Analysis - The AI investment cycle is still in its early stages, with the market compared to being in the second or third inning of a baseball game [8][9] - Despite concerns over valuations, strong earnings are expected in the AI sector, indicating a positive outlook [9][10] Stock Recommendations - Amazon is positioned well for the holiday season, with over 180 million Prime members and strong same-day service growth, making it a strong investment choice [12][13] - Meta is viewed as undervalued, with a low PE ratio and potential partnerships in AI expected to enhance its market position [14][16] - Lululemon, despite being down over 50% year-to-date, is expected to gain market share during the holiday season, aided by a new partnership with the NFL and strong performance in its sneaker division [21][22]

Now number 1 in every EU country!Tesla Owners Silicon Valley (@teslaownersSV):BREAKING: 𝕏 just became the #1 source for news in every single EU country — Austria, Belgium, Bulgaria, Croatia, Cyprus, Czechia, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, https://t.co/EsK9bHh619 ...

She has a difficult balancing act to pull off: to keep the flagship app Snapchat as true to its wild messaging roots as possible, but without losing grip on advertisers hungry to remain relevant to the elusive Gen-Z and increasingly even younger generations of users. In an interview, Kao tells Mint how the California-headquartered company is taking this forward, as it launches Snapchat's first-ever brand marketing campaign. Edited excerpts: Q. Snap now has a CMO after a couple of years. How have the fir ...

Australian Prime Minister Anthony Albanese reminded social media companies that they will be held responsible when a ban on children having accounts takes effect on Wednesday. https://t.co/ScoVL6ZrGc ...

又一起涉AI反垄断案件出现。12月4日，欧盟委员会宣布对Meta启动正式的反垄断调查，以评估该公司 旗下的WhatsApp一项有关AI功能的新政策，是否涉嫌损害市场竞争。 欧盟委员会宣布对Meta发起反垄断调查。 今年10月，WhatsApp更新了其商业API政策，新增"AI提供商"的章节，明确禁止AI模型商在WhatsApp 分发AI助手服务。该条款将于2026年1月15日生效。 具体而言，该条款指出，AI或机器学习技术的提供商和开发者，被严格禁止直接或间接访问或使用 WhatsApp商业解决方案，用于提供、交付、提供销售或以其他方式使此类技术可用。 | Privacy | Holp Centry | Features V | For Business | ADDS | | --- | --- | --- | --- | --- | | · Al Providers. Providers and developers of artificial intelligence or machine learning | technologies, including but not limited to larg ...

又一起涉AI反垄断案件出现。12月4日，欧盟委员会宣布对Meta启动正式的反垄断调查，以评估该公司旗下的 WhatsApp一项有关AI功能的新政策，是否涉嫌损害市场竞争。 欧盟委员会宣布对Meta发起反垄断调查 今年10月，WhatsApp更新了其商业API政策，新增"AI提供商"的章节，明确禁止AI模型商在WhatsApp分发AI助手 服务。该条款将于2026年1月15日生效。 具体而言，该条款指出，AI或机器学习技术的提供商和开发者，被严格禁止直接或间接访问或使用WhatsApp商业 解决方案，用于提供、交付、提供销售或以其他方式使此类技术可用。 WhatsApp的"AI提供商"规定 这些AI提供商包括但不限于大型语言模型、生成式人工智能平台、通用人工智能助手，以及Meta自行认定的类似 技术；所针对的是这些技术的主要功能——也就是说，企业仍可在WhatsApp使用其它AI工具的辅助性或支持性功 能。 尽管有上述限制，Meta指出，用户可根据《WhatsApp 商业解决方案条款》将AI提供商作为第三方服务提供商， 只要该行为不会导致商业解决方案数据被用于创建、开发、训练或改进任何其他AI模型。 Meta明 ...

Retail investors talked up five hot stocks this week (Dec. 1 to Dec. 5) on X and Reddit's r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.The stocks, Meta Platforms Inc. (NASDAQ:META) , Salesforce Inc. (NYSE:CRM) , UiPath Inc. (NYSE:PATH) , Netflix Inc. (NASDAQ:NFLX) , and Tesla Inc. (NASDAQ:TSLA) , spanning social networking, AI, software, robotics, streaming, and automotive, reflected diverse retail interests.Meta PlatformMeta Platforms faced an EU antitrust probe launc ...

BREAKING: 𝕏 is officially the #1 news app in SwedenPeople are sick on Censorship, as a result 𝕏 Is doing a huge surge in downloads. https://t.co/T5MXmy36aW ...

当TikTok电商规模突破万亿美元大关，服务商赛道成为跨境创业的"香饽饽"，但冰火两重天的景象却格外刺眼：有人凭借精准布局单月营收破百万，有人跟 风入局却陷入"投钱不赚、接单亏本"的死循环。 这场分化并非偶然，而是模式选择、能力壁垒与生态适配度共同作用的结果。在流量红利退去、竞争加剧的2025年，TikTok服务商的生存差距，mcn早已超 越"运气"层面，857成为一场硬实力的较量。 赛道选择：选对"战场"比努力更重要 TikTok服务商的三大核心赛道——MCN、TAP、TSP，如同三条通往不同目的地的道路，选对方向直接决定了盈利天花板。 头部玩家的赛道基因匹配 赛道适合团队基因核心模式典型案例MCN内容创作能力突出达人孵化、商单分成、深耕打赏文化区中东地区主播，依靠打赏与商单实现高分成TAP流量运 营与广告优化官方认证资质，承接广告投放赚取佣金投放团队凭借5%-10%佣金快速起量TSP电商基因与服务整合店铺代运营、直播操盘、供应链对接广州 某TSP聚焦非洲大码女装，单月GMV破百万 挣扎者的粗放式操作 模式进化：从"单点服务"到"生态共生" 精准定位案例：广州某TSP服务商聚焦非洲大码女装垂直赛道，一个月打 ...

We came across a bullish thesis on Meta Platforms, Inc. on Beeli Capital’s Substack by Andrew Beeli. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $647.10 as of December 2nd. META’s trailing and forward P/E were 28.67  and 22.17 respectively according to Yahoo Finance. Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices. META reported a blockbuster Q3 ...