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Feb 19
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Zuckerberg insists Meta does not target child...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Wall Street ends higher, lifted by Nvidia and...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Zuckerberg Says 'Difficult' to Enforce Instag...
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|
Feb 18
|
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$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Why Meta's addiction trial could be bellwethe...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Nvidia and Meta Stocks Rises On AI Chip Deal
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|
Feb 18
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|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Stock Market Today, Feb. 18: Nvidia Rallies A...
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|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Podcast: Stocks Rise on Chips Momentum
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|
Feb 18
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|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
S&P 500 and Nasdaq Climbs on Tech Momentum, A...
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|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Halliburton Announces Dividend
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
How Meta's landmark trial could change social...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Tech Stocks Rose For a Second-Straight Day
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
US Equity Indexes Pare Gains After Hawkish Fe...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
How major US stock indexes fared Wednesday, 2...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Mark Zuckerberg Grilled on Usage Goals, Under...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
US Equity Indexes Pare Gains After Fed Meetin...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Marc Andreessen’s a16z Invests $465 Million i...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Sector Update: Tech Stocks Mixed Late Afterno...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Market Chatter: Meta Launching $65 Million Po...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Dow Rises as Tech Stocks Gain
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Stock Market Today: Nasdaq Leads Upside As So...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Elizabeth Warren Slams Elon Musk's Tesla For ...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
LONG
|
—
|
Meta is one of Nvidia's top two customers and is now purchasing Nvidia CPUs (Grace) alongside GPUs, whereas "Intel and AMD used to own that market of server CPUs." Nvidia is using its dominance in GPUs to cross-sell CPUs by promising better throughput and performance. Hyperscalers like Meta are accepting this bundle to ensure they remain on the priority list for scarce GPU allocation. Long NVDA as it captures more data center wallet share; Long META as it secures the necessary compute for AI dominance. Regulatory scrutiny on Nvidia's bundling practices; over-ordering by Hyperscalers leading to an eventual inventory digestion phase. |
Bloomberg Markets
Meta Deepens Nvidia Ties As Uber Plans To Spe...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Stock Market Today, Feb. 18: Meta and Nvidia ...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
AMD Stock Slides as Meta Expands Nvidia AI Pa...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Technology Pushes US Equity Indexes Higher Ah...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
US Equity Indexes Rise Ahead of Fed's Meeting...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
AVOID
|
Julia Boorstin
Senior Media & Tech Correspondent
|
The trial is described as the "industry's Big Tobacco moment." The suit takes a "novel approach... focused on product design and liability" to bypass Section 230, and "thousands of other cases could play out" based on this verdict. The comparison to Big Tobacco suggests a potential structural shift in liability and regulation. If the jury accepts that "addictive design" is not shielded by Section 230, Meta faces not only monetary damages but potentially forced changes to the algorithms that drive user engagement and ad revenue. AVOID. The binary risk of a "bellwether" verdict and the emotional weight of testimony from bereaved parents create significant negative headline risk and uncertainty. Meta wins the case, reinforcing its legal defenses; the jury finds Instagram was not a "substantial factor" in the plaintiff's struggles. |
CNBC
Mark Zuckerberg to testify in high profile so...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
XOVR is A $1.5 Billion ETF That Holds SpaceX ...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Stock Market Today: Dow Up 300 Points; Nvidia...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Meet the $54 Billion Fund Manager Nobody’s Ta...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Top Midday Stories: Palo Alto Networks Shares...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
NVIDIA Meta AI Pact Highlights Long Term Data...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Nvidia Jumps On Meta Deal With Earnings Ahead...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Snap's direct revenue hits $1 billion annuali...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Nvidia in focus: Meta partnership expanded, A...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
LONG
|
Mandeep Singh
Senior Analyst, Bloomberg Intelligence
|
Meta is aggressively "locking in that NVIDIA supply" to ensure their frontier models are trained on the latest clusters. In the AI arms race, compute capacity is the primary bottleneck. By securing millions of processors, Meta ensures it remains competitive with OpenAI and Google. The "circularity" of the deal suggests a strategic partnership that prioritizes Meta's access to hardware. Long META as they secure the necessary infrastructure to maintain a leading position in AI model development. Massive CapEx spend could weigh on free cash flow if AI monetization lags. |
Bloomberg Markets
Meta Will Deploy Millions of Nvidia Processor...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
WATCH
|
Ryan
Market Analyst / Commentator
|
"Talking five, ten years from now... VR and AR headsets and glasses, this could be sort of an iPhone killer... Even Meta's glasses, which I think they have partnerships with Ray Bans... Apple is getting into this." The terminal risk for the smartphone economy is a hardware platform shift. If "Smart Glasses" replace phones, the companies currently investing in that hardware (Meta, Apple) are the only ones hedging against the death of the handset. Watch these tickers for adoption rates in AR/VR hardware as a long-term hedge against smartphone saturation. The technology remains early and may never achieve the ubiquity of smartphones. |
Bloomberg Markets
Apple Seems to Be Sidestepping AI Landmines i...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
NVIDIA Stock Rises After Exits Arm Holdings S...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Applied Digital, WeRide Stocks Drop After Nvi...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Nvidia: The Market Wants Proof, Meta Just Gav...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Arista shares fall as Meta–Nvidia deal revive...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Stock Market Today: Dow Rises Ahead Of Fed Mi...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
WATCH
|
Jay Clayton
U.S. Attorney for the Southern District of New York / Former SEC Chair
|
"The platforms are not the town square anymore. The platforms they own the car dealership, they own the brokerage... It's time to recognize the functions that they play and regulate them accordingly." Clayton argues that Big Tech has moved beyond "platform" status to vertical integration, directing user traffic to their own services. His call to "regulate them accordingly" suggests a shift away from Section 230 protections toward antitrust or utility-style regulation, which would compress margins and force divestitures. Watch for regulatory headwinds; the "town square" defense is eroding among top legal minds. These companies have massive cash piles and lobbying power to delay enforcement; the "Winner Take All" AI dynamic (also mentioned by Clayton) might overpower regulatory drag. |
CNBC
Watch CNBC’s full interview with U.S. Attorne...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
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Finnhub News
|
— |
Finnhub - META
These Stocks Are Today’s Movers: Nvidia, Pala...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
LONG
|
Matt Bloxham
Head of Research, The Block
|
Meta is deepening its relationship with Nvidia, and Meta was Nvidia's second-largest customer last year. Despite fears of hyperscalers (like Meta) building their own chips to replace Nvidia, the deepening partnership signals that Nvidia's GPUs remain indispensable for the immediate future of AI model training. Long NVDA (continued demand) and META (securing necessary compute). Regulatory crackdowns on Big Tech capex; diminishing returns on AI spend. |
Bloomberg Markets
China Doesn't Want Russia to Lose Ukraine War...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Nvidia and Meta Expand AI Infrastructure Part...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - META
Meta expands AI infrastructure through partne...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
LONG
|
CNBC
|
Meta is increasing its investment in Nvidia's AI chips. This action demonstrates management's commitment to investing heavily in the core technologies that will drive future growth, from enhancing ad targeting and user engagement on its social platforms to building out the computational power needed for the metaverse. The market views such strategic investments as necessary to maintain a long-term competitive advantage. While the high capital expenditure is a known factor, this news reinforces that Meta is executing its stated AI-first strategy. For long-term investors, this is a positive signal that the company is allocating capital to secure its future market position. The massive and growing capital expenditures on AI infrastructure could pressure margins and free cash flow more than anticipated. There is significant execution risk, as spending on chips does not guarantee a successful return on investment through new products or improved monetization. |
Finnhub - META
Meta expands Nvidia AI chip deal
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
SHORT
|
Ram Ahluwalia
Founder, Lumida Wealth
|
Hyperscalers have committed to trillion-dollar spending obligations (debt) while current revenues are a fraction of that (e.g., OpenAI/Anthropic revenue vs. valuation). Ram notes, "They're echoes of 2008 when you had debt that wasn't worth par... I don't think it's great for Mag 7." These companies are releveraging their balance sheets (issuing debt/equity) to fund CapEx that has uncertain ROI. This capital destruction reduces their ability to fund share buybacks, which was the primary driver of their stock performance. SHORT/AVOID. The risk/reward for the heavy spenders is skewed to the downside as they incinerate cash. AI monetization accelerates faster than expected, validating the spend. |
Unchained (Chopping Block)
Why $700 Billion in AI CapEx Could Be the Nex...
|
|
Feb 18
|
|
$643.22
$643.22
-0.0%
|
N/A
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Finnhub News
|
— |
Finnhub - META
Apple Decouples From Nasdaq as AI ‘Whack-a-Mo...
|