Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer recently looked at. During the episode, illustrating the point that if OpenAI’s story were turned into a Netflix series, Cramer said: “The Wall Street Journal reported this very morning that Altman said OpenAI might be pushing back… on other initiatives, like advertising, like AI agents for health and shopping, along with a personal assistant… Now, wait a second, there’s some real implications here for a lot of important stocks. I mean, fo ...

Core Insights - Snap Inc. is recognized as a leading augmented reality stock, currently holding a consensus Hold rating from analysts, with a potential upside of 25.25% based on the average price target of $9.50 [1] Financial Performance - In Q3, Snap reported a 10% year-over-year revenue increase to $1.51 billion, with daily active users rising 8% to 477 million, and a reduction in net loss from $153 million to $104 million [4] Strategic Partnerships - Snap has formed a strategic partnership with Perplexity to integrate its AI-powered answer engine into Snapchat, which is expected to enhance user engagement and discovery [2][4] - As part of the partnership, Perplexity will pay Snap $400 million over one year, starting in 2026 [3] Augmented Reality Focus - Snap is a pure play AR company, focusing on consumer applications through its apps Snapchat and Spectacles, and has developed a significant AR platform with over 375,000 creators and 4.5 trillion views in the past year [5]

Core Viewpoint - Meta is shifting its focus from metaverse projects to AI-powered glasses and wearable technology, indicating a strategic pivot in resource allocation [1][2][5]. Group 1: Strategic Shift - Meta plans to reduce investment in its metaverse division, Reality Labs, by reallocating resources towards AI glasses and wearables due to positive momentum in that area [2][5]. - Reports suggest that Meta could cut as much as 30% from its metaverse group as part of its 2026 budget planning, potentially leading to layoffs as early as January [5]. Group 2: Financial Impact - Investors reacted positively to the news, with Meta's shares increasing by 4%, reflecting relief over the company's decision to scale back on its costly metaverse initiatives, which have incurred losses exceeding $60 billion [5]. - The company has committed up to $65 billion in capital expenditures for the year, while the broader tech industry is expected to invest around $400 billion in AI by 2025 [10]. Group 3: Market Position - Meta has encountered difficulties in promoting its immersive metaverse vision beyond the gaming community, but has seen early success with its smart glasses, prompting the resource shift [8]. - Competitors like Google, Apple, and Snap have struggled to convert their initial products into commercially viable offerings, highlighting Meta's potential advantage in the wearable tech segment [8].

扎克伯格的"元宇宙梦"快要做不下去了。 智通财经记者 | 宋佳楠 核心社交平台Horizon Worlds的表现也不尽如人意，自2021年上线后用户增长乏力。数据显示，其上线初期三个月，月 活用户曾达30万，但后续未能形成有效网络效应，至今用户规模远未达预期，被分析师评为"无法造血的资源黑洞"。 这与2021年扎克伯格的雄心形成鲜明对比——当年他高调将公司更名为Meta，宣称元宇宙将成为"下一代互联网"，并承 诺打造"如点击链接般便捷的虚拟传送体验"。为此，仅Reality Labs的AR眼镜研发投入就占该部门2022年支出的一半以 上。 多重困境促使Meta不得不做出战略转向。除持续亏损引发的投资者质疑外，监管机构对虚拟世界儿童隐私安全的批 评、行业技术成熟度与用户需求的落差，均成为元宇宙业务失速的重要因素。 事实上，扎克伯格近年已极少在公开场合提及元宇宙，今年三季度财报会议上更是全程聚焦AI战略，原元宇宙负责人 Vishal Shah已调任AI产品副总裁，接管超级智能实验室，凸显战略重心的转移。 市场对这一调整反应积极，消息传出后Meta股价盘中涨超3%，创下7月31日以来最大单日涨幅。 12月5日，据智 ...

On Thursday, Cathie Wood-led Ark Invest made significant trades, including selling shares of Tesla Inc. (NASDAQ:TSLA)  , Meta Platforms Inc. (NASDAQ:META)  , and buying ARK 21Shares Bitcoin ETF (BATS:ARKB) . These moves come amid evolving market conditions and strategic shifts in the tech and crypto sectors.The Tesla TradeARK Next Generation Internet ETF (BATS:ARKW)  fund sold 7,478 shares of Tesla. on Thursday. The sale comes as Tesla’s stock closed at $454.53, marking a 1.74% increase. This transaction is ...

Market Overview - Major U.S. indices closed mixed, with the Dow Jones Industrial Average down 0.07% to 47,850.94, the S&P 500 up 0.1% to 6,857.12, and the Nasdaq up 0.2% to 23,505.13 [1] SoFi Technologies Inc. - SoFi Technologies' stock rose by 1.82% to close at $29.60, with an intraday high of $29.70 and a low of $28.48, but fell nearly 6% in after-hours trading to $27.83 [1] - The company announced a $1.5 billion common stock offering, with underwriters having a 30-day option to purchase up to 15% more shares, aimed at strengthening its capital position and supporting growth initiatives [2] Oklo - Oklo's stock surged by 15.59% to close at $111.65, reaching an intraday high of $114.29, but declined over 6% in after-hours trading to $104.70 [3][4] - The stock's rise was influenced by comments from Nvidia's CEO regarding the importance of nuclear power for AI data centers [4] Meta Platforms Inc. - Meta Platforms' stock increased by 3.43% to close at $661.53, with an intraday high of $676.10 and a low of $660.05 [5] - The company is reportedly preparing to cut metaverse spending by up to 30% in 2026, with potential layoffs as early as January, as it shifts resources toward AI [6] Ulta Beauty - Ulta Beauty's stock fell by 1.94% to close at $533.95 but rose 5.9% in after-hours trading to $565.51 [7] - The company reported stronger-than-expected third-quarter results, with earnings of $5.14 per share and revenue of $2.86 billion, net sales grew 12.9%, and comparable sales were up 6.3% [8] BigBear.ai - BigBear.ai's stock climbed by 15.27% to close at $7.02, with an intraday high of $7.18, but fell 1% in extended trading to $6.95 [8] - The rise was attributed to the company's support for the Washington Commanders' charity initiative, with custom cleats being auctioned to benefit various nonprofits [9]

Core Insights - Meta has launched a new centralized support hub for Facebook and Instagram to streamline user assistance and improve account issue reporting [1][2] - The new AI support assistant is being tested on Facebook, aiming to enhance user experience by simplifying access to support [3] - Meta has updated its account recovery process, making it easier for users to regain access to their accounts after being locked out or hacked [4] User Experience Enhancements - The centralized hub is designed to make it easier for users to report account issues and find answers quickly, utilizing Meta AI technology [2] - The AI assistant will help users navigate support options without having to go through multiple menus [3] Account Recovery Improvements - Meta's updated account recovery process will provide timely alerts about risky activities via email and SMS, with adaptable guidance based on user situations [4] - The success rate for recovering hacked accounts has increased by over 30% in the US and Canada this year due to these new measures [5] Security Features - Meta is implementing Security Checkups to help users proactively secure their Facebook and Instagram accounts [6]

【#Meta计划削减元宇宙预算股价涨超3%#】#消息称Meta拟削减元宇宙预算最多30%# 周四，美股主要 股指整体持平，投资者在缺乏重磅经济数据的背景下继续评估就业市场的最新迹象，并巩固对美联储下 周可能降息的预期，标普500指数和纳指连续三个交易日收高。截至收盘，道琼斯工业平均指数收跌 31.96点，跌幅0.07%，报47850.94点；标普500指数收涨7.40点，涨幅0.11%，报6857.12点；纳斯达克综 合指数收涨51.04点，涨幅0.22%，报23505.14点。小盘股继续领跑，罗素2000指数收涨0.76%至2531.16 点，创下历史新高。 来源：@究竟视频微博 ...

1.【阿里千问在全球多类高难度考试与竞赛中取得突破性成绩】阿里千问近日在全球多类高难度考试 与竞赛中取得突破性成绩，覆盖多个国家的高等教育入学考试、国际学科竞赛以及国家级职业认证 等。其中，在被誉为美国大学入学"金标准"的SAT考试中，千问以1580的高分超越全球99%的考 生。（中国科技网） 2.【京东等8家平台企业签订AI技术规范应用承诺书】为应对AI合成技术滥用风险、规范电商直播行 业秩序，近日，北京市消费者协会联合京东、美团、拼多多、唯品会、抖音、快手、小红书、微信直 播等8家电商平台，正式签署全国首份《促进AI技术规范应用承诺书》。该《承诺书》从技术标识、 内容审核、责任追溯等关键环节入手，建立企业自律规范，提出六大具体举措，为AI技术在电商领域 的应用划定"合规红线"，旨在压实平台企业主体责任，切实维护消费者合法权益。（北京商报） 3.【韩国顶级高校再曝出集体作弊事件，校方正在调查中】据韩联社报道，韩国顶级高校延世大学继 上个月被曝出数百名学生涉嫌在考试中使用人工智能（AI）工具作弊后，本月4日再次曝出集体作弊 事件。报道称，据悉，延世大学某课程本月1日对约200名学生进行线上测验。考试期间，部分 ...

Core Viewpoint - Meta Platforms' stock experienced a significant increase, adding $69 billion to its market cap, now totaling $1.68 trillion, with a year-to-date rise of 13% [1] Group 1: Stock Performance - The stock rose by as much as 4% following news of budget cuts in the metaverse division [1][2] - The market's positive response indicates investor confidence in the company's shift towards AI over metaverse investments [5] Group 2: Strategic Shift - Meta plans to reduce its metaverse budget by 30%, reflecting a strategic pivot away from metaverse investments [2] - The company has increasingly focused on AI, moving away from its initial emphasis on metaverse technology since its rebranding in October 2021 [3] Group 3: Financial Impact - The Reality Labs Division has incurred losses of $70 billion since 2021, indicating a lack of return on investment in the metaverse [4] - The absence of any mention of the metaverse in the most recent earnings call further underscores the company's shift in focus [4]