Oppenheimer Upgrades Meta Platforms and Raises Price Target

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06-17

杰富瑞将Alphabet目标价从200美元上调至210美元；Meta Platforms目标价从700美元上调至790美元。

06-17

市场买单AI+广告，Meta股价4月来反弹40%！ WhatsApp迈入广告时代

06-17

How Much Money Can Meta Make from WhatsApp Ads? This Analyst Does the Math

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Tiger_story

06-18

Meta's $14.9B acquisition of Scale AI: A new era for AI infrastructure

Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that $Meta Platforms, Inc.(META)$ will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established "Super Intelligence Group."Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive "talent poaching" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, "We will build the future of AI together." Amidst the setb

Meta's $14.9B acquisition of Scale AI: A new era for AI infrastructure

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The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established \"Super Intelligence Group.\"Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive \"talent poaching\" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, \"We will build the future of AI together.\" Amidst the setb","listText":"Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established \"Super Intelligence Group.\"Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive \"talent poaching\" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, \"We will build the future of AI together.\" Amidst the setb","text":"Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that $Meta Platforms, Inc.(META)$ will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established \"Super Intelligence Group.\"Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive \"talent poaching\" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, \"We will build the future of AI together.\" Amidst the setb","images":[{"img":"https://community-static.tradeup.com/news/122e0bf1129474ca324bea9316ced7fe"},{"img":"https://community-static.tradeup.com/news/349b98a81a9e1a7ce03da8b7aa008809"},{"img":"https://community-static.tradeup.com/news/14151a11e1ef125df5c6b799ce99b9ca"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":5,"repostSize":5,"link":"https://ttm.financial/post/447303216078984","isVote":1,"tweetType":1,"viewCount":3328,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100909900193040","authorId":"4100909900193040","name":"Twelve_E","avatar":"https://community-static.tradeup.com/news/2fc13d808672bcbe487503280e3db596","crmLevel":1,"crmLevelSwitch":0,"idStr":"4100909900193040","authorIdStr":"4100909900193040"},"content":"Some AI infrastructure-related stocks listed on the Nasdaq and New York Stock Exchange (NYSE): AI Infrastructure Stocks Listed on Nasdaq $NVIDIA(NVDA)$ : Nvidia is a leader in AI hardware and software, with its CUDA software platform providing robust support for AI developers. $Advanced Micro Devices(AMD)$ : AMD has a notable market share in AI inference and strong performance in the data center CPU market. $Arista Networks(ANET)$ : Arista Networks offers highly scalable and programmable networking solutions, with its AI suite focusing on network optimization and security. $UiPath(PATH)$ : UiPath provides an end-to-end automation platform that embeds AI, machine learning, and natural language processing capabilities. $CoreWeave, Inc.(CRWV)$ : CoreWeave specializes in GPU-accelerated cloud computing, offering optimized infrastructure for AI training and inference. AI Infrastructure Stocks Listed on NYSE $Alphabet(GOOG)$ : Alphabet is a leader in AI and cloud computing, with its Google Cloud Platform (GCP) poised to benefit from AI deployments. $Microsoft(MSFT)$ : Microsoft leads in AI and cloud computing through its Azure platform and has a strategic partnership with OpenAI. $BWX Technologies Inc(BWXT)$ : BWX Technologies has significant advantages in AI infrastructure construction, with business involvement in nuclear energy and data centers. $Five9(FIVN)$ : Five9 provides intelligent cloud software, with its platform combining AI tools for call center services. $MasTec(MTZ)$ : MasTec is an infrastructure construction company, focusing on the construction and maintenance of communications, energy, and data centers. These companies have different strengths and growth potential in the AI infrastructure sector, and investors can make choices based on their own risk preferences and investment objectives.","text":"Some AI infrastructure-related stocks listed on the Nasdaq and New York Stock Exchange (NYSE): AI Infrastructure Stocks Listed on Nasdaq $NVIDIA(NVDA)$ : Nvidia is a leader in AI hardware and software, with its CUDA software platform providing robust support for AI developers. $Advanced Micro Devices(AMD)$ : AMD has a notable market share in AI inference and strong performance in the data center CPU market. $Arista Networks(ANET)$ : Arista Networks offers highly scalable and programmable networking solutions, with its AI suite focusing on network optimization and security. $UiPath(PATH)$ : UiPath provides an end-to-end automation platform that embeds AI, machine learning, and natural language processing capabilities. $CoreWeave, Inc.(CRWV)$ : CoreWeave specializes in GPU-accelerated cloud computing, offering optimized infrastructure for AI training and inference. AI Infrastructure Stocks Listed on NYSE $Alphabet(GOOG)$ : Alphabet is a leader in AI and cloud computing, with its Google Cloud Platform (GCP) poised to benefit from AI deployments. $Microsoft(MSFT)$ : Microsoft leads in AI and cloud computing through its Azure platform and has a strategic partnership with OpenAI. $BWX Technologies Inc(BWXT)$ : BWX Technologies has significant advantages in AI infrastructure construction, with business involvement in nuclear energy and data centers. $Five9(FIVN)$ : Five9 provides intelligent cloud software, with its platform combining AI tools for call center services. $MasTec(MTZ)$ : MasTec is an infrastructure construction company, focusing on the construction and maintenance of communications, energy, and data centers. These companies have different strengths and growth potential in the AI infrastructure sector, and investors can make choices based on their own risk preferences and investment objectives.","html":"Some AI infrastructure-related stocks listed on the Nasdaq and New York Stock Exchange (NYSE): AI Infrastructure Stocks Listed on Nasdaq $NVIDIA(NVDA)$ : Nvidia is a leader in AI hardware and software, with its CUDA software platform providing robust support for AI developers. $Advanced Micro Devices(AMD)$ : AMD has a notable market share in AI inference and strong performance in the data center CPU market. $Arista Networks(ANET)$ : Arista Networks offers highly scalable and programmable networking solutions, with its AI suite focusing on network optimization and security. $UiPath(PATH)$ : UiPath provides an end-to-end automation platform that embeds AI, machine learning, and natural language processing capabilities. $CoreWeave, Inc.(CRWV)$ : CoreWeave specializes in GPU-accelerated cloud computing, offering optimized infrastructure for AI training and inference. AI Infrastructure Stocks Listed on NYSE $Alphabet(GOOG)$ : Alphabet is a leader in AI and cloud computing, with its Google Cloud Platform (GCP) poised to benefit from AI deployments. $Microsoft(MSFT)$ : Microsoft leads in AI and cloud computing through its Azure platform and has a strategic partnership with OpenAI. $BWX Technologies Inc(BWXT)$ : BWX Technologies has significant advantages in AI infrastructure construction, with business involvement in nuclear energy and data centers. $Five9(FIVN)$ : Five9 provides intelligent cloud software, with its platform combining AI tools for call center services. $MasTec(MTZ)$ : MasTec is an infrastructure construction company, focusing on the construction and maintenance of communications, energy, and data centers. These companies have different strengths and growth potential in the AI infrastructure sector, and investors can make choices based on their own risk preferences and investment objectives."}],"imageCount":3,"langContent":"EN","totalScore":0}]}