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01-15

$Meta Platforms, Inc.(META)$ Maybe meta will slip to 500

07-29 18:43

If meta price can reach $650 tomorrow, will already be a remarkable feat.

Top Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings

02-04

$Microsoft(MSFT)$ Those who short the stock are scrambling to cover their positions

2025-05-15

$Alibaba(BABA)$ Missed estimates by only 0.3% and selldown by 8%. Atrocious!!!

07-23

$S&P 500(.SPX)$ Sigh..they never learn their lesson

Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat

06-02

$Meta Platforms, Inc.(META)$ zuckerberg better buck up..else they may drop out from Mag 7 soon..

2025-05-15

$Alibaba(BABA)$ Earnings miss estimates?

2025-05-13

$Alibaba(BABA)$ Baba price movement appear sluggish..hope it is not due to upcoming poor earnings results

2025-05-29

$Alibaba(BABA)$ Now it is trading below Hk mkt..short selling to weed out weak buyers?

2025-05-04

$Alibaba(BABA)$ baba delisting again ?

Go to Tiger App to see more news

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is a genius while the other is an idiot","listText":"one is a genius while the other is an idiot","text":"one is a genius while the other is an idiot","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591389800309848","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591025280540760,"gmtCreate":1785321820818,"gmtModify":1785321823802,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"If meta price can reach $650 tomorrow, will already be a remarkable feat.","listText":"If meta price can reach $650 tomorrow, will already be a remarkable feat.","text":"If meta price can reach $650 tomorrow, will already be a remarkable feat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591025280540760","repostId":"2655866353","repostType":2,"repost":{"id":"2655866353","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785319398,"share":"https://ttm.financial/m/news/2655866353?lang=en_US&edition=fundamental","pubTime":"2026-07-29 18:03","market":"hk","language":"en","title":"Top Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2655866353","media":"Benzinga Earnings","summary":"Meta Platforms, Inc (NASDAQ: META) will report Q2 earnings on July 29. Analysts predict $7.23 EPS and $59.50B revenue. Stock fell 0.1% to $593.41 on Tuesday. Analysts maintain Buy ratings with price targets up to $1,000.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc</strong>. (NASDAQ:META) will release its second quarter earnings report after the closing bell on Wednesday, July 29.</p>\n<p>Analysts expect the Menlo Park, California-based company to report quarterly earnings of $7.23 per share. The consensus estimate for Meta’s quarterly revenue is $59.50 billion. It reported $47.52 billion last year, according to Benzinga Pro.</p>\n<p>Meta has topped revenue estimates for 15 consecutive quarters and beaten EPS expectations in 13 straight.</p>\n<p>Shares of Meta fell 0.1% to close at $593.41 on Tuesday.</p>\n<p>Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.</p>\n<p>Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.</p>\n<ul>\n<li>Guggenheim analyst Michael Morris maintained a Buy rating with a price target of $800 on July 28, 2026. This analyst has an accuracy rate of 67%.</li>\n<li>Raymond James analyst Josh Beck maintained a Strong Buy rating and raised the price target from $825 to $850 on July 21, 2026. This analyst has an accuracy rate of 76%.</li>\n<li><a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> analyst Ken Gawrelski maintained an Overweight rating and raised the price target from $767 to $835 on July 21, 2026. This analyst has an accuracy rate of 57%.</li>\n<li>Rothschild &amp; Co analyst Dominic Ball maintained the stock with a Buy rating and boosted the price target from $900 to $1,000 on July 21, 2026. This analyst has an accuracy rate of 58%.</li>\n<li>UBS analyst Stephen Ju maintained the stock with a Buy rating and cut the price target from $865 to $766 on July 13, 2026. This analyst has an accuracy rate of 74%</li>\n</ul>\n<p>Considering buying META stock? Here’s what analysts think:</p>\n<figure><img decoding=\"async\" height=\"313\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-300x92.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-768x235.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828.png 1167w\" width=\"1024\"/></figure>\n<p>Photo via Shhutterstock</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-29 18:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc</strong>. (NASDAQ:META) will release its second quarter earnings report after the closing bell on Wednesday, July 29.</p>\n<p>Analysts expect the Menlo Park, California-based company to report quarterly earnings of $7.23 per share. The consensus estimate for Meta’s quarterly revenue is $59.50 billion. It reported $47.52 billion last year, according to Benzinga Pro.</p>\n<p>Meta has topped revenue estimates for 15 consecutive quarters and beaten EPS expectations in 13 straight.</p>\n<p>Shares of Meta fell 0.1% to close at $593.41 on Tuesday.</p>\n<p>Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.</p>\n<p>Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.</p>\n<ul>\n<li>Guggenheim analyst Michael Morris maintained a Buy rating with a price target of $800 on July 28, 2026. This analyst has an accuracy rate of 67%.</li>\n<li>Raymond James analyst Josh Beck maintained a Strong Buy rating and raised the price target from $825 to $850 on July 21, 2026. This analyst has an accuracy rate of 76%.</li>\n<li><a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> analyst Ken Gawrelski maintained an Overweight rating and raised the price target from $767 to $835 on July 21, 2026. This analyst has an accuracy rate of 57%.</li>\n<li>Rothschild &amp; Co analyst Dominic Ball maintained the stock with a Buy rating and boosted the price target from $900 to $1,000 on July 21, 2026. This analyst has an accuracy rate of 58%.</li>\n<li>UBS analyst Stephen Ju maintained the stock with a Buy rating and cut the price target from $865 to $766 on July 13, 2026. This analyst has an accuracy rate of 74%</li>\n</ul>\n<p>Considering buying META stock? Here’s what analysts think:</p>\n<figure><img decoding=\"async\" height=\"313\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-300x92.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-768x235.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828.png 1167w\" width=\"1024\"/></figure>\n<p>Photo via Shhutterstock</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - 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(NASDAQ:META) will release its second quarter earnings report after the closing bell on Wednesday, July 29.\nAnalysts expect the Menlo Park, California-based company to report quarterly earnings of $7.23 per share. The consensus estimate for Meta’s quarterly revenue is $59.50 billion. It reported $47.52 billion last year, according to Benzinga Pro.\nMeta has topped revenue estimates for 15 consecutive quarters and beaten EPS expectations in 13 straight.\nShares of Meta fell 0.1% to close at $593.41 on Tuesday.\nBenzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.\nLet’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.\n\nGuggenheim analyst Michael Morris maintained a Buy rating with a price target of $800 on July 28, 2026. This analyst has an accuracy rate of 67%.\nRaymond James analyst Josh Beck maintained a Strong Buy rating and raised the price target from $825 to $850 on July 21, 2026. This analyst has an accuracy rate of 76%.\nWells Fargo analyst Ken Gawrelski maintained an Overweight rating and raised the price target from $767 to $835 on July 21, 2026. This analyst has an accuracy rate of 57%.\nRothschild & Co analyst Dominic Ball maintained the stock with a Buy rating and boosted the price target from $900 to $1,000 on July 21, 2026. This analyst has an accuracy rate of 58%.\nUBS analyst Stephen Ju maintained the stock with a Buy rating and cut the price target from $865 to $766 on July 13, 2026. This analyst has an accuracy rate of 74%\n\nConsidering buying META stock? Here’s what analysts think:\n\nPhoto via Shhutterstock","news_type":1,"symbols_score_info":{"GAMR":0.6,"METV":0.6,"XDAT":0.6,"METD":0.6,"NULC":0.6,"FBY":0.6,"METU":0.6,"LTL":0.6,"META":1.98,"RSPC":0.6,"FBL":0.6,"FBYY":0.6,"TRUC":0.6,"XLC":0.6,"METW":0.6,"FCOM":0.6,"OGIG":0.6,"VOX":0.6,"GXPC":0.6}},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588942691509248,"gmtCreate":1784814943746,"gmtModify":1784814946769,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","text":"$S&P 500(.SPX)$ Sigh..they never learn their lesson","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588942691509248","repostId":"2653938577","repostType":2,"repost":{"id":"2653938577","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1784814086,"share":"https://ttm.financial/m/news/2653938577?lang=en_US&edition=fundamental","pubTime":"2026-07-23 21:41","market":"nz","language":"en","title":"Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2653938577","media":"Reuters","summary":"Alphabet's Q2 revenue beats estimates on Cloud, Search strengthOverviewU.S. search and cloud giant's Q2 revenue rose 24% yr/yr, beating analyst expectationsEPS surged 294% to $9.11, driven by net unre","content":"<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-23 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","FCOM":"Fidelity MSCI Communication Services Index ETF","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","XLC":"Communication Services Select Sector SPDR Fund","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4598":"佩洛西持仓","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0320765059.SGD":"FTIF - 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Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260722:nL1N43O177:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653938577","content_text":"Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.Shares of the company were down about 6%.\"We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,\" Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.\"After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,\" said Thomas Monteiro, senior analyst at Investing.com. \"The market's most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.\"MODEL UNCERTAINTY TEMPERS CLOUD GAINSWhile Google Cloud has made Alphabet a big beneficiary of the AI boom, the company's own AI efforts have lost some steam this year after it delayed the June launch of its next flagship model, Gemini 3.5 Pro.That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.\"There are many attributes on which we are still at the frontier. There are areas where we've acknowledged we need to improve; coding and agentic coding is an example of that,\" Pichai said on the call.Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was \"applying a lot of our compute and effort in that direction\" in order to ⁠remain competitive.\"We are both very committed and very confident of being at the frontier for the next generation,\" he said.Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia's GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.Alphabet shares have been among the best performers in the \"Magnificent 7\" group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.","news_type":1,"symbols_score_info":{"XLC":0.6,"GOOW":0.6,"XDAT":0.6,"GOOG":2,"ILDR":0.6,"SKYY":0.6,"METV":0.6,"SNPE":0.6,"GOOGL":1.98,"GOU":0.6,"EFIV":0.6,"TRUC":0.6,"GGLL":0.6,"GGLS":0.6,"LTL":0.6,"OGIG":0.6,"GOOY":0.6,"FCOM":0.6,"CQTM":0.6,"VOX":0.6,"GOOP":0.6,"GOOX":0.6,"CMAG":0.6,"GXPC":0.6}},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588605625811896,"gmtCreate":1784732739737,"gmtModify":1784732742708,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Meta price falling.. selling before earnings release next week?","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Meta price falling.. selling before earnings release next week?","text":"$Meta Platforms, Inc.(META)$ Meta price falling.. selling before earnings release next week?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588605625811896","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583943692513320,"gmtCreate":1783598304377,"gmtModify":1783598851514,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> useless bump..zuckerberg digging his own grave","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> useless bump..zuckerberg digging his own grave","text":"$Meta Platforms, Inc.(META)$ useless bump..zuckerberg digging his own grave","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583943692513320","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583960835076256,"gmtCreate":1783597898227,"gmtModify":1783597901289,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"Zuckerberg probably thinks meta price is too high now","listText":"Zuckerberg probably thinks meta price is too high now","text":"Zuckerberg probably thinks meta price is too high now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583960835076256","repostId":"1130206618","repostType":2,"repost":{"id":"1130206618","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1783597610,"share":"https://ttm.financial/m/news/1130206618?lang=en_US&edition=fundamental","pubTime":"2026-07-09 19:46","market":"nz","language":"en","title":"Meta Accelerates In-House AI Chip Development, Aims to Double Compute Power by 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=1130206618","media":"Deep News","summary":"Meta Platforms is accelerating its strategy to develop its own semiconductors, aiming to reduce its reliance on external suppliers like NVIDIA.According to an internal memo seen by Reuters, Meta...","content":"<p>Meta Platforms is accelerating its strategy to develop its own semiconductors, aiming to reduce its reliance on external suppliers like <b>NVIDIA</b>.<br><br>According to an internal memo seen by Reuters, Meta plans to begin mass production of its internally developed AI chip, codenamed \"Iris,\" as early as this September. The company also intends to maintain a product cadence of releasing a new chip generation approximately every six months through 2027.<br><br>Concurrently, the social media giant has set a goal to double its total data center computing power to 14 gigawatts (GW) by 2027. This move signals Meta's push to lessen its high dependence on <b>NVIDIA</b> GPUs, aiming to cut AI infrastructure costs and enhance its computational autonomy.<br><br>The memo revealed that the \"Iris\" chip completed critical testing in just six weeks without discovering major issues. This progress is notably faster than the typical validation period of several months for similar industry chips, indicating a substantial breakthrough for Meta's in-house project.<br><br>Following the news, Meta's shares were down more than 1.5% in pre-market trading.<br><br>\n<b>Focus on Cost Reduction and Reducing GPU Dependence</b><br><br>The \"Iris\" chip belongs to Meta's fourth-generation Meta Training and Inference Accelerators (MTIA) series. It will be fully custom-designed by Meta and is primarily intended to support AI training and inference tasks for products like Facebook and Instagram.<br><br>The report indicates that Meta received support from Broadcom during the chip design phase and has contracted Taiwan Semiconductor Manufacturing Company (TSMC) for production. The company has also secured its supply chain for components such as memory, flash storage, and optical interconnects. For Meta, the core objective of in-house chip development is not to completely replace GPUs but to manage the soaring costs of AI infrastructure and reduce dependence on <b>NVIDIA</b> and <b>AMD</b>.<br><br>The memo stated that deploying the latest generation of GPUs across Meta's vast infrastructure scale is \"extremely difficult and has cost us time.\" Therefore, custom chips are set to become a crucial component of its future computing architecture.<br><br>\n<b>Five-Year Investment Yields Breakthrough</b><br><br>Meta's journey into developing its own AI chips spans over five years, though the MTIA project has faced challenges, with several course corrections. It was once seen as a prime example of slow progress in chip development among major internet companies.<br><br>The successful completion of error validation for \"Iris\" in just six weeks, with no major defects found, is viewed by the industry as a significant milestone.<br><br>For data center-grade AI chips, post-silicon validation typically requires a much longer timeframe, and any major bug could necessitate a redesign or even a new tape-out. Therefore, the smooth testing of \"Iris\" suggests that Meta's chip development process is maturing and has cleared a key hurdle for September's planned mass production.<br><br>It is worth noting that Meta publicly disclosed the \"Iris\" chip and three other AI processors in March of this year. However, the details regarding the completion of testing and the target for mass production starting in September are newly revealed information.<br><br>\n<b>Accelerated Development Cycle to Catch Up</b><br><br>Beyond the production plan, Meta is preparing to increase the pace of its chip development. The internal memo shows the company plans to maintain a rhythm of launching a new chip approximately every six months, continuing this cadence through 2027.<br><br>In contrast, leading AI chip manufacturers in the industry typically maintain product update cycles of a year or longer. A faster iteration cycle indicates Meta's desire to rapidly accumulate chip design experience through continuous upgrades. The strategy is to use its custom ASICs to complement, rather than fully replace, purchased GPUs from companies like <b>NVIDIA</b> in the short term.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta Accelerates In-House AI Chip Development, Aims to Double Compute Power by 2027</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta Accelerates In-House AI Chip Development, Aims to Double Compute Power by 2027\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-07-09 19:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Meta Platforms is accelerating its strategy to develop its own semiconductors, aiming to reduce its reliance on external suppliers like <b>NVIDIA</b>.<br><br>According to an internal memo seen by Reuters, Meta plans to begin mass production of its internally developed AI chip, codenamed \"Iris,\" as early as this September. The company also intends to maintain a product cadence of releasing a new chip generation approximately every six months through 2027.<br><br>Concurrently, the social media giant has set a goal to double its total data center computing power to 14 gigawatts (GW) by 2027. This move signals Meta's push to lessen its high dependence on <b>NVIDIA</b> GPUs, aiming to cut AI infrastructure costs and enhance its computational autonomy.<br><br>The memo revealed that the \"Iris\" chip completed critical testing in just six weeks without discovering major issues. This progress is notably faster than the typical validation period of several months for similar industry chips, indicating a substantial breakthrough for Meta's in-house project.<br><br>Following the news, Meta's shares were down more than 1.5% in pre-market trading.<br><br>\n<b>Focus on Cost Reduction and Reducing GPU Dependence</b><br><br>The \"Iris\" chip belongs to Meta's fourth-generation Meta Training and Inference Accelerators (MTIA) series. It will be fully custom-designed by Meta and is primarily intended to support AI training and inference tasks for products like Facebook and Instagram.<br><br>The report indicates that Meta received support from Broadcom during the chip design phase and has contracted Taiwan Semiconductor Manufacturing Company (TSMC) for production. The company has also secured its supply chain for components such as memory, flash storage, and optical interconnects. For Meta, the core objective of in-house chip development is not to completely replace GPUs but to manage the soaring costs of AI infrastructure and reduce dependence on <b>NVIDIA</b> and <b>AMD</b>.<br><br>The memo stated that deploying the latest generation of GPUs across Meta's vast infrastructure scale is \"extremely difficult and has cost us time.\" Therefore, custom chips are set to become a crucial component of its future computing architecture.<br><br>\n<b>Five-Year Investment Yields Breakthrough</b><br><br>Meta's journey into developing its own AI chips spans over five years, though the MTIA project has faced challenges, with several course corrections. It was once seen as a prime example of slow progress in chip development among major internet companies.<br><br>The successful completion of error validation for \"Iris\" in just six weeks, with no major defects found, is viewed by the industry as a significant milestone.<br><br>For data center-grade AI chips, post-silicon validation typically requires a much longer timeframe, and any major bug could necessitate a redesign or even a new tape-out. Therefore, the smooth testing of \"Iris\" suggests that Meta's chip development process is maturing and has cleared a key hurdle for September's planned mass production.<br><br>It is worth noting that Meta publicly disclosed the \"Iris\" chip and three other AI processors in March of this year. However, the details regarding the completion of testing and the target for mass production starting in September are newly revealed information.<br><br>\n<b>Accelerated Development Cycle to Catch Up</b><br><br>Beyond the production plan, Meta is preparing to increase the pace of its chip development. The internal memo shows the company plans to maintain a rhythm of launching a new chip approximately every six months, continuing this cadence through 2027.<br><br>In contrast, leading AI chip manufacturers in the industry typically maintain product update cycles of a year or longer. A faster iteration cycle indicates Meta's desire to rapidly accumulate chip design experience through continuous upgrades. The strategy is to use its custom ASICs to complement, rather than fully replace, purchased GPUs from companies like <b>NVIDIA</b> in the short term.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","SOCL":"社交媒体ETF-Global X","AMZN":"亚马逊","MSFT":"微软","AIVC":"Amplify Bloomberg AI Value Chain ETF","MAGY":"Roundhill Magnificent Seven Covered Call ETF","ALAI":"Alger AI Enablers & Adopters ETF","AIBU":"Direxion Daily AI and Big Data Bull 2X Shares","AVGU":"2倍做多AVGO ETF-GraniteShares","LRNZ":"TrueShares Technology, AI & Deep Learning ETF","AVGG":"2倍做多AVGO ETF-Leverage Shares","GOOG":"谷歌","FAI":"First Trust Bloomberg Artificial Intelligence ETF","AIFD":"TCW Artificial Intelligence ETF","AVGW":"Roundhill AVGO WeeklyPay ETF","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","TSLA":"特斯拉","AVGX":"2倍做多AVGO ETF-Defiance","META":"Meta Platforms, Inc.","AAPL":"苹果","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","AVL":"2倍做多AVGO ETF-Direxion","AIS":"VistaShares Artificial Intelligence Supercycle ETF","AVS":"1倍做空AVGO ETF-Direxion","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130206618","content_text":"Meta Platforms is accelerating its strategy to develop its own semiconductors, aiming to reduce its reliance on external suppliers like NVIDIA.According to an internal memo seen by Reuters, Meta plans to begin mass production of its internally developed AI chip, codenamed \"Iris,\" as early as this September. The company also intends to maintain a product cadence of releasing a new chip generation approximately every six months through 2027.Concurrently, the social media giant has set a goal to double its total data center computing power to 14 gigawatts (GW) by 2027. This move signals Meta's push to lessen its high dependence on NVIDIA GPUs, aiming to cut AI infrastructure costs and enhance its computational autonomy.The memo revealed that the \"Iris\" chip completed critical testing in just six weeks without discovering major issues. This progress is notably faster than the typical validation period of several months for similar industry chips, indicating a substantial breakthrough for Meta's in-house project.Following the news, Meta's shares were down more than 1.5% in pre-market trading.\nFocus on Cost Reduction and Reducing GPU DependenceThe \"Iris\" chip belongs to Meta's fourth-generation Meta Training and Inference Accelerators (MTIA) series. It will be fully custom-designed by Meta and is primarily intended to support AI training and inference tasks for products like Facebook and Instagram.The report indicates that Meta received support from Broadcom during the chip design phase and has contracted Taiwan Semiconductor Manufacturing Company (TSMC) for production. The company has also secured its supply chain for components such as memory, flash storage, and optical interconnects. For Meta, the core objective of in-house chip development is not to completely replace GPUs but to manage the soaring costs of AI infrastructure and reduce dependence on NVIDIA and AMD.The memo stated that deploying the latest generation of GPUs across Meta's vast infrastructure scale is \"extremely difficult and has cost us time.\" Therefore, custom chips are set to become a crucial component of its future computing architecture.\nFive-Year Investment Yields BreakthroughMeta's journey into developing its own AI chips spans over five years, though the MTIA project has faced challenges, with several course corrections. It was once seen as a prime example of slow progress in chip development among major internet companies.The successful completion of error validation for \"Iris\" in just six weeks, with no major defects found, is viewed by the industry as a significant milestone.For data center-grade AI chips, post-silicon validation typically requires a much longer timeframe, and any major bug could necessitate a redesign or even a new tape-out. Therefore, the smooth testing of \"Iris\" suggests that Meta's chip development process is maturing and has cleared a key hurdle for September's planned mass production.It is worth noting that Meta publicly disclosed the \"Iris\" chip and three other AI processors in March of this year. However, the details regarding the completion of testing and the target for mass production starting in September are newly revealed information.\nAccelerated Development Cycle to Catch UpBeyond the production plan, Meta is preparing to increase the pace of its chip development. The internal memo shows the company plans to maintain a rhythm of launching a new chip approximately every six months, continuing this cadence through 2027.In contrast, leading AI chip manufacturers in the industry typically maintain product update cycles of a year or longer. A faster iteration cycle indicates Meta's desire to rapidly accumulate chip design experience through continuous upgrades. The strategy is to use its custom ASICs to complement, rather than fully replace, purchased GPUs from companies like NVIDIA in the short term.","news_type":1,"symbols_score_info":{"AVGU":1,"MAGY":1,"TSLA":1,"NVDA":1,"ALAI":1,"WISE":1,"AVGG":1,"AIVC":1,"AMZN":1,"AVS":1,"AVGW":1,"AVL":1,"GOOG":1,"META":1,"YMAG":1,"AIFD":1,"AAPL":1,"AIBU":1,"SOCL":1,"MSFT":1,"AVGX":1,"LRNZ":1,"AIS":1,"BULZ":1,"FAI":1}},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583631986868744,"gmtCreate":1783518380720,"gmtModify":1783518383729,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Meta trend is move up 1 day then give back gains next few days","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Meta trend is move up 1 day then give back gains next few days","text":"$Meta Platforms, Inc.(META)$ Meta trend is move up 1 day then give back gains next few days","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583631986868744","isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":583631592977784,"gmtCreate":1783518290956,"gmtModify":1783520219801,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> looks like selling now back on mag 7","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> looks like selling now back on mag 7","text":"$Meta Platforms, Inc.(META)$ looks like selling now back on mag 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/583631592977784","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":581519321011680,"gmtCreate":1783002619386,"gmtModify":1783002622985,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Should have sold yesterday. Looks like gains not sustainable","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Should have sold yesterday. Looks like gains not sustainable","text":"$Meta Platforms, Inc.(META)$ Should have sold yesterday. Looks like gains not sustainable","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/581519321011680","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575124525166832,"gmtCreate":1781419602641,"gmtModify":1781427246937,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"Pls do some soul searching and dont squander your fortunes away","listText":"Pls do some soul searching and dont squander your fortunes away","text":"Pls do some soul searching and dont squander your fortunes away","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575124525166832","repostId":"1140497679","repostType":2,"repost":{"id":"1140497679","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1781351372,"share":"https://ttm.financial/m/news/1140497679?lang=en_US&edition=fundamental","pubTime":"2026-06-13 19:49","market":"hk","language":"en","title":"Following Amazon, Meta Imposes Limits on AI Usage. As Tech Giants Reel from Token Costs, Should AI Model Leaders Focus on Profit Margins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140497679","media":"Deep News","summary":"After Amazon.com (AMZN), Meta Platforms, Inc. (META) is also restricting AI usage, highlighting a critical and often overlooked industry conflict: the very logic of AI commercialization is being...","content":"<p>After <b>Amazon.com</b> (<b>AMZN</b>), <b>Meta Platforms, Inc.</b> (<b>META</b>) is also restricting AI usage, highlighting a critical and often overlooked industry conflict: the very logic of AI commercialization is being challenged by the soaring costs it generates.<br><br>\nAccording to reports, Meta sent an internal memo to approximately 6,000 employees this week, announcing it will set caps on employee token usage and build a real-time tracking platform to curb the exponential growth of internal AI costs.<br><br>\nThe memo stated that Meta's internal AI usage alone is projected to cost tens of billions of dollars by 2026. This move comes after Meta previously encouraged employees to integrate AI tools into their daily workflows, a strategy it is now forced to abruptly reverse.<br><br>\nConcurrently, reports indicate OpenAI is considering significant token price cuts to attract enterprise clients. Meanwhile, the Silicon Data LLM Token Spending Index, which reflects market willingness to pay for AI, has fallen for seven consecutive trading days—its longest losing streak since January this year.<br><br>\nThese combined signals have rapidly heightened market skepticism about the sustainability of AI commercialization. For investors, the core question is no longer whether AI demand exists, but rather: when tech giants themselves start scrutinizing their token bills, how much profit margin remains for the large AI model providers?<br><br>\n<b>The Uncontrolled Token Bill: Meta's Internal \"Spending Spree\"</b><br><br>\nThe direct catalyst for Meta tightening AI usage was a frenzy of token consumption fueled by internal incentives.<br><br>\nLast November, Meta explicitly told employees that demonstrating \"AI-driven work results\" would be a \"core performance requirement\" this year, with top performers receiving rewards. This directive led to an unintended consequence this spring: some employees engaged in a competition dubbed \"tokenmaxxing,\" vying for spots on an internal leaderboard called \"Claudeonomics,\" which ranked the top 250 employees by token usage.<br><br>\nInternal data shows employees consumed 60.2 trillion tokens in a 30-day period, with the figure later climbing to 73.7 trillion, leading to the leaderboard being taken down. Some employees reportedly instructed AI agents to run multiple tasks simultaneously to artificially inflate token consumption.<br><br>\nMeta's Chief Technology Officer Andrew Bosworth warned in an April memo that \"nobody should be using AI just to use AI,\" stressing that \"Token usage is not a measure of impact in any sense.\" However, mere warnings proved insufficient to halt the rising costs.<br><br>\n<b>Systematic Response: The AI Gateway and Internal Tool Substitution</b><br><br>\nFaced with runaway spending, Meta is implementing a systematic cost-control mechanism.<br><br>\nAccording to the internal memo, Meta has built a central dashboard called \"AI Gateway\" for real-time monitoring of company-wide AI usage and expenditure, with plans to add automated alerts for abnormal consumption spikes. The company intends to roll out these control tools to a broader employee base in the coming weeks and establish a more structured token budget allocation system by 2027.<br><br>\nSimultaneously, Meta is pushing employees to shift from third-party AI tools to in-house solutions. Its new Applied AI Engineering department is tasking engineers with improving the internal coding assistant MetaCode (formerly Devmate), aiming to reduce reliance on Anthropic's Claude, which is currently the primary tool for Meta's engineers in coding work.<br><br>\nIt's noted that Meta is not completely blocking access to third-party models; employees can still use tools from OpenAI, Anthropic, and Google, but internal tools will be explicitly prioritized.<br><br>\n<b>Industry Echo: Major Tech Firms Hitting the Brakes</b><br><br>\nMeta is not alone. Token bill pressures are resonating across the tech industry.<br><br>\nReports indicate Amazon recently shut down an internal AI leaderboard because employees were performing unnecessary operations to \"boost scores,\" causing a sharp rise in compute costs. Amazon has also begun using a metric called \"standardized deployment\" to evaluate whether engineers regularly use AI to generate useful code, rather than simply measuring token consumption.<br><br>\nFurthermore, reports suggest Uber and ServiceNow exhausted their annual budgets for Anthropic tools early in 2026. ServiceNow is also monitoring daily employee usage to track and compress costs. Venture capital firms are setting AI usage caps for employees due to daily token fees often reaching thousands of dollars.<br><br>\nAgainst this backdrop, rumors of OpenAI's price cuts carry deeper significance.<br><br>\nReports state OpenAI is considering significant reductions in token fees charged to users, partly to get ahead of potential similar moves by Anthropic.<br><br>\nOpenAI's CEO Sam Altman recently acknowledged that AI usage costs are \"a huge problem\" and stated the company would \"help people get more value for less money.\"<br><br>\nThe timing of this statement is notable—OpenAI has confidentially filed for an IPO this week, and Anthropic is also on a countdown to its public listing. While price cuts can help win enterprise clients, they directly erode profit margins for both companies, which are currently losing billions due to the massive compute power required for their AI systems.<br><br>\n<b>Token Index Decline: What is the Market Repricing?</b><br><br>\nCapital markets are already feeling the chill.<br><br>\nThe Silicon Data LLM Token Spending Index has fallen for seven consecutive trading days as of June 11, marking its longest losing streak since January, with declines recorded in 11 of the past 12 days.<br><br>\nThis index measures the average payment level per million tokens used across the market. It more than doubled since December last year and continued climbing until May 2026 before sharply reversing course.<br><br>\nA macro strategist described this chart as \"the single most important chart in the entire market right now,\" warning that if token pricing continues to weaken, the trading logic for related investments from memory to broader hardware and data centers in this cycle could face an end.<br><br>\nWall Street interpretations vary. JPMorgan characterizes the current trend as a \"minimal speed bump,\" while Citadel points out that the core constraint for AI adoption has shifted from \"the most capable model\" to \"cost and scarcity,\" with users accelerating their migration to cheaper models.<br><br>\nBehind this divergence lies a more fundamental valuation question: Is the decline in token consumption a signal of peak AI demand, or the result of users rationally choosing lower-cost models? The answer will directly impact capital expenditure expectations and valuation logic for companies like Nvidia, cloud providers, and the entire AI hardware supply chain.<br><br>\n<b>A Turning Point for the Commercial Narrative</b><br><br>\nFrom a broader perspective, Meta's move to restrict AI usage reflects a deeper shift in the generative AI commercialization narrative.<br><br>\nOver the past three years, the AI industry has undergone a three-stage evolution: from subsidizing users to gain adoption, to monthly subscriptions hiding costs, to per-token billing triggering an enterprise bill crisis. Now, as the growth narrative of \"more token consumption is better\" reaches its limit, the industry faces not just a pricing decision, but a more fundamental challenge of business model reconstruction.<br><br>\nMeta is investing a massive annual capital expenditure, partly to expand AI infrastructure including data centers, AI chips, and talent recruitment. Simultaneously, the company faces pressure from investors to generate visible returns from its enormous AI investments—Meta has already launched paid subscription tiers in Facebook, Instagram, and WhatsApp and plans to charge businesses using its AI business agents.<br><br>\nHowever, if even Meta's internal AI usage costs have become unsustainable, the profitability prospects of its enterprise AI agent business also face scrutiny. For the entire industry, how to tell the next chapter of the commercialization story remains an unanswered question.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Following Amazon, Meta Imposes Limits on AI Usage. As Tech Giants Reel from Token Costs, Should AI Model Leaders Focus on Profit Margins?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFollowing Amazon, Meta Imposes Limits on AI Usage. As Tech Giants Reel from Token Costs, Should AI Model Leaders Focus on Profit Margins?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-06-13 19:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>After <b>Amazon.com</b> (<b>AMZN</b>), <b>Meta Platforms, Inc.</b> (<b>META</b>) is also restricting AI usage, highlighting a critical and often overlooked industry conflict: the very logic of AI commercialization is being challenged by the soaring costs it generates.<br><br>\nAccording to reports, Meta sent an internal memo to approximately 6,000 employees this week, announcing it will set caps on employee token usage and build a real-time tracking platform to curb the exponential growth of internal AI costs.<br><br>\nThe memo stated that Meta's internal AI usage alone is projected to cost tens of billions of dollars by 2026. This move comes after Meta previously encouraged employees to integrate AI tools into their daily workflows, a strategy it is now forced to abruptly reverse.<br><br>\nConcurrently, reports indicate OpenAI is considering significant token price cuts to attract enterprise clients. Meanwhile, the Silicon Data LLM Token Spending Index, which reflects market willingness to pay for AI, has fallen for seven consecutive trading days—its longest losing streak since January this year.<br><br>\nThese combined signals have rapidly heightened market skepticism about the sustainability of AI commercialization. For investors, the core question is no longer whether AI demand exists, but rather: when tech giants themselves start scrutinizing their token bills, how much profit margin remains for the large AI model providers?<br><br>\n<b>The Uncontrolled Token Bill: Meta's Internal \"Spending Spree\"</b><br><br>\nThe direct catalyst for Meta tightening AI usage was a frenzy of token consumption fueled by internal incentives.<br><br>\nLast November, Meta explicitly told employees that demonstrating \"AI-driven work results\" would be a \"core performance requirement\" this year, with top performers receiving rewards. This directive led to an unintended consequence this spring: some employees engaged in a competition dubbed \"tokenmaxxing,\" vying for spots on an internal leaderboard called \"Claudeonomics,\" which ranked the top 250 employees by token usage.<br><br>\nInternal data shows employees consumed 60.2 trillion tokens in a 30-day period, with the figure later climbing to 73.7 trillion, leading to the leaderboard being taken down. Some employees reportedly instructed AI agents to run multiple tasks simultaneously to artificially inflate token consumption.<br><br>\nMeta's Chief Technology Officer Andrew Bosworth warned in an April memo that \"nobody should be using AI just to use AI,\" stressing that \"Token usage is not a measure of impact in any sense.\" However, mere warnings proved insufficient to halt the rising costs.<br><br>\n<b>Systematic Response: The AI Gateway and Internal Tool Substitution</b><br><br>\nFaced with runaway spending, Meta is implementing a systematic cost-control mechanism.<br><br>\nAccording to the internal memo, Meta has built a central dashboard called \"AI Gateway\" for real-time monitoring of company-wide AI usage and expenditure, with plans to add automated alerts for abnormal consumption spikes. The company intends to roll out these control tools to a broader employee base in the coming weeks and establish a more structured token budget allocation system by 2027.<br><br>\nSimultaneously, Meta is pushing employees to shift from third-party AI tools to in-house solutions. Its new Applied AI Engineering department is tasking engineers with improving the internal coding assistant MetaCode (formerly Devmate), aiming to reduce reliance on Anthropic's Claude, which is currently the primary tool for Meta's engineers in coding work.<br><br>\nIt's noted that Meta is not completely blocking access to third-party models; employees can still use tools from OpenAI, Anthropic, and Google, but internal tools will be explicitly prioritized.<br><br>\n<b>Industry Echo: Major Tech Firms Hitting the Brakes</b><br><br>\nMeta is not alone. Token bill pressures are resonating across the tech industry.<br><br>\nReports indicate Amazon recently shut down an internal AI leaderboard because employees were performing unnecessary operations to \"boost scores,\" causing a sharp rise in compute costs. Amazon has also begun using a metric called \"standardized deployment\" to evaluate whether engineers regularly use AI to generate useful code, rather than simply measuring token consumption.<br><br>\nFurthermore, reports suggest Uber and ServiceNow exhausted their annual budgets for Anthropic tools early in 2026. ServiceNow is also monitoring daily employee usage to track and compress costs. Venture capital firms are setting AI usage caps for employees due to daily token fees often reaching thousands of dollars.<br><br>\nAgainst this backdrop, rumors of OpenAI's price cuts carry deeper significance.<br><br>\nReports state OpenAI is considering significant reductions in token fees charged to users, partly to get ahead of potential similar moves by Anthropic.<br><br>\nOpenAI's CEO Sam Altman recently acknowledged that AI usage costs are \"a huge problem\" and stated the company would \"help people get more value for less money.\"<br><br>\nThe timing of this statement is notable—OpenAI has confidentially filed for an IPO this week, and Anthropic is also on a countdown to its public listing. While price cuts can help win enterprise clients, they directly erode profit margins for both companies, which are currently losing billions due to the massive compute power required for their AI systems.<br><br>\n<b>Token Index Decline: What is the Market Repricing?</b><br><br>\nCapital markets are already feeling the chill.<br><br>\nThe Silicon Data LLM Token Spending Index has fallen for seven consecutive trading days as of June 11, marking its longest losing streak since January, with declines recorded in 11 of the past 12 days.<br><br>\nThis index measures the average payment level per million tokens used across the market. It more than doubled since December last year and continued climbing until May 2026 before sharply reversing course.<br><br>\nA macro strategist described this chart as \"the single most important chart in the entire market right now,\" warning that if token pricing continues to weaken, the trading logic for related investments from memory to broader hardware and data centers in this cycle could face an end.<br><br>\nWall Street interpretations vary. JPMorgan characterizes the current trend as a \"minimal speed bump,\" while Citadel points out that the core constraint for AI adoption has shifted from \"the most capable model\" to \"cost and scarcity,\" with users accelerating their migration to cheaper models.<br><br>\nBehind this divergence lies a more fundamental valuation question: Is the decline in token consumption a signal of peak AI demand, or the result of users rationally choosing lower-cost models? The answer will directly impact capital expenditure expectations and valuation logic for companies like Nvidia, cloud providers, and the entire AI hardware supply chain.<br><br>\n<b>A Turning Point for the Commercial Narrative</b><br><br>\nFrom a broader perspective, Meta's move to restrict AI usage reflects a deeper shift in the generative AI commercialization narrative.<br><br>\nOver the past three years, the AI industry has undergone a three-stage evolution: from subsidizing users to gain adoption, to monthly subscriptions hiding costs, to per-token billing triggering an enterprise bill crisis. Now, as the growth narrative of \"more token consumption is better\" reaches its limit, the industry faces not just a pricing decision, but a more fundamental challenge of business model reconstruction.<br><br>\nMeta is investing a massive annual capital expenditure, partly to expand AI infrastructure including data centers, AI chips, and talent recruitment. Simultaneously, the company faces pressure from investors to generate visible returns from its enormous AI investments—Meta has already launched paid subscription tiers in Facebook, Instagram, and WhatsApp and plans to charge businesses using its AI business agents.<br><br>\nHowever, if even Meta's internal AI usage costs have become unsustainable, the profitability prospects of its enterprise AI agent business also face scrutiny. For the entire industry, how to tell the next chapter of the commercialization story remains an unanswered question.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU2347655156.SGD":"JPMorgan 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(META) is also restricting AI usage, highlighting a critical and often overlooked industry conflict: the very logic of AI commercialization is being challenged by the soaring costs it generates.\nAccording to reports, Meta sent an internal memo to approximately 6,000 employees this week, announcing it will set caps on employee token usage and build a real-time tracking platform to curb the exponential growth of internal AI costs.\nThe memo stated that Meta's internal AI usage alone is projected to cost tens of billions of dollars by 2026. This move comes after Meta previously encouraged employees to integrate AI tools into their daily workflows, a strategy it is now forced to abruptly reverse.\nConcurrently, reports indicate OpenAI is considering significant token price cuts to attract enterprise clients. Meanwhile, the Silicon Data LLM Token Spending Index, which reflects market willingness to pay for AI, has fallen for seven consecutive trading days—its longest losing streak since January this year.\nThese combined signals have rapidly heightened market skepticism about the sustainability of AI commercialization. For investors, the core question is no longer whether AI demand exists, but rather: when tech giants themselves start scrutinizing their token bills, how much profit margin remains for the large AI model providers?\nThe Uncontrolled Token Bill: Meta's Internal \"Spending Spree\"\nThe direct catalyst for Meta tightening AI usage was a frenzy of token consumption fueled by internal incentives.\nLast November, Meta explicitly told employees that demonstrating \"AI-driven work results\" would be a \"core performance requirement\" this year, with top performers receiving rewards. This directive led to an unintended consequence this spring: some employees engaged in a competition dubbed \"tokenmaxxing,\" vying for spots on an internal leaderboard called \"Claudeonomics,\" which ranked the top 250 employees by token usage.\nInternal data shows employees consumed 60.2 trillion tokens in a 30-day period, with the figure later climbing to 73.7 trillion, leading to the leaderboard being taken down. Some employees reportedly instructed AI agents to run multiple tasks simultaneously to artificially inflate token consumption.\nMeta's Chief Technology Officer Andrew Bosworth warned in an April memo that \"nobody should be using AI just to use AI,\" stressing that \"Token usage is not a measure of impact in any sense.\" However, mere warnings proved insufficient to halt the rising costs.\nSystematic Response: The AI Gateway and Internal Tool Substitution\nFaced with runaway spending, Meta is implementing a systematic cost-control mechanism.\nAccording to the internal memo, Meta has built a central dashboard called \"AI Gateway\" for real-time monitoring of company-wide AI usage and expenditure, with plans to add automated alerts for abnormal consumption spikes. The company intends to roll out these control tools to a broader employee base in the coming weeks and establish a more structured token budget allocation system by 2027.\nSimultaneously, Meta is pushing employees to shift from third-party AI tools to in-house solutions. Its new Applied AI Engineering department is tasking engineers with improving the internal coding assistant MetaCode (formerly Devmate), aiming to reduce reliance on Anthropic's Claude, which is currently the primary tool for Meta's engineers in coding work.\nIt's noted that Meta is not completely blocking access to third-party models; employees can still use tools from OpenAI, Anthropic, and Google, but internal tools will be explicitly prioritized.\nIndustry Echo: Major Tech Firms Hitting the Brakes\nMeta is not alone. Token bill pressures are resonating across the tech industry.\nReports indicate Amazon recently shut down an internal AI leaderboard because employees were performing unnecessary operations to \"boost scores,\" causing a sharp rise in compute costs. Amazon has also begun using a metric called \"standardized deployment\" to evaluate whether engineers regularly use AI to generate useful code, rather than simply measuring token consumption.\nFurthermore, reports suggest Uber and ServiceNow exhausted their annual budgets for Anthropic tools early in 2026. ServiceNow is also monitoring daily employee usage to track and compress costs. Venture capital firms are setting AI usage caps for employees due to daily token fees often reaching thousands of dollars.\nAgainst this backdrop, rumors of OpenAI's price cuts carry deeper significance.\nReports state OpenAI is considering significant reductions in token fees charged to users, partly to get ahead of potential similar moves by Anthropic.\nOpenAI's CEO Sam Altman recently acknowledged that AI usage costs are \"a huge problem\" and stated the company would \"help people get more value for less money.\"\nThe timing of this statement is notable—OpenAI has confidentially filed for an IPO this week, and Anthropic is also on a countdown to its public listing. While price cuts can help win enterprise clients, they directly erode profit margins for both companies, which are currently losing billions due to the massive compute power required for their AI systems.\nToken Index Decline: What is the Market Repricing?\nCapital markets are already feeling the chill.\nThe Silicon Data LLM Token Spending Index has fallen for seven consecutive trading days as of June 11, marking its longest losing streak since January, with declines recorded in 11 of the past 12 days.\nThis index measures the average payment level per million tokens used across the market. It more than doubled since December last year and continued climbing until May 2026 before sharply reversing course.\nA macro strategist described this chart as \"the single most important chart in the entire market right now,\" warning that if token pricing continues to weaken, the trading logic for related investments from memory to broader hardware and data centers in this cycle could face an end.\nWall Street interpretations vary. JPMorgan characterizes the current trend as a \"minimal speed bump,\" while Citadel points out that the core constraint for AI adoption has shifted from \"the most capable model\" to \"cost and scarcity,\" with users accelerating their migration to cheaper models.\nBehind this divergence lies a more fundamental valuation question: Is the decline in token consumption a signal of peak AI demand, or the result of users rationally choosing lower-cost models? The answer will directly impact capital expenditure expectations and valuation logic for companies like Nvidia, cloud providers, and the entire AI hardware supply chain.\nA Turning Point for the Commercial Narrative\nFrom a broader perspective, Meta's move to restrict AI usage reflects a deeper shift in the generative AI commercialization narrative.\nOver the past three years, the AI industry has undergone a three-stage evolution: from subsidizing users to gain adoption, to monthly subscriptions hiding costs, to per-token billing triggering an enterprise bill crisis. Now, as the growth narrative of \"more token consumption is better\" reaches its limit, the industry faces not just a pricing decision, but a more fundamental challenge of business model reconstruction.\nMeta is investing a massive annual capital expenditure, partly to expand AI infrastructure including data centers, AI chips, and talent recruitment. Simultaneously, the company faces pressure from investors to generate visible returns from its enormous AI investments—Meta has already launched paid subscription tiers in Facebook, Instagram, and WhatsApp and plans to charge businesses using its AI business agents.\nHowever, if even Meta's internal AI usage costs have become unsustainable, the profitability prospects of its enterprise AI agent business also face scrutiny. For the entire industry, how to tell the next chapter of the commercialization story remains an unanswered question.","news_type":1,"symbols_score_info":{"AMZU":1,"FBL":1,"METD":1,"FBYY":1,"AMZW":1,"AMZN":1,"META":1,"METU":1,"AMZD":1,"METW":1,"FBY":1,"AMZY":1,"AMZZ":1,"AZYY":1,"AMZP":1,"USAW.SI":1}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":575124719849616,"gmtCreate":1781419564311,"gmtModify":1781427246953,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"Zuckerberg...monkey see..monkey do","listText":"Zuckerberg...monkey see..monkey do","text":"Zuckerberg...monkey see..monkey do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/575124719849616","repostId":"1140497679","repostType":2,"repost":{"id":"1140497679","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1781351372,"share":"https://ttm.financial/m/news/1140497679?lang=en_US&edition=fundamental","pubTime":"2026-06-13 19:49","market":"hk","language":"en","title":"Following Amazon, Meta Imposes Limits on AI Usage. As Tech Giants Reel from Token Costs, Should AI Model Leaders Focus on Profit Margins?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140497679","media":"Deep News","summary":"After Amazon.com (AMZN), Meta Platforms, Inc. (META) is also restricting AI usage, highlighting a critical and often overlooked industry conflict: the very logic of AI commercialization is being...","content":"<p>After <b>Amazon.com</b> (<b>AMZN</b>), <b>Meta Platforms, Inc.</b> (<b>META</b>) is also restricting AI usage, highlighting a critical and often overlooked industry conflict: the very logic of AI commercialization is being challenged by the soaring costs it generates.<br><br>\nAccording to reports, Meta sent an internal memo to approximately 6,000 employees this week, announcing it will set caps on employee token usage and build a real-time tracking platform to curb the exponential growth of internal AI costs.<br><br>\nThe memo stated that Meta's internal AI usage alone is projected to cost tens of billions of dollars by 2026. This move comes after Meta previously encouraged employees to integrate AI tools into their daily workflows, a strategy it is now forced to abruptly reverse.<br><br>\nConcurrently, reports indicate OpenAI is considering significant token price cuts to attract enterprise clients. Meanwhile, the Silicon Data LLM Token Spending Index, which reflects market willingness to pay for AI, has fallen for seven consecutive trading days—its longest losing streak since January this year.<br><br>\nThese combined signals have rapidly heightened market skepticism about the sustainability of AI commercialization. For investors, the core question is no longer whether AI demand exists, but rather: when tech giants themselves start scrutinizing their token bills, how much profit margin remains for the large AI model providers?<br><br>\n<b>The Uncontrolled Token Bill: Meta's Internal \"Spending Spree\"</b><br><br>\nThe direct catalyst for Meta tightening AI usage was a frenzy of token consumption fueled by internal incentives.<br><br>\nLast November, Meta explicitly told employees that demonstrating \"AI-driven work results\" would be a \"core performance requirement\" this year, with top performers receiving rewards. This directive led to an unintended consequence this spring: some employees engaged in a competition dubbed \"tokenmaxxing,\" vying for spots on an internal leaderboard called \"Claudeonomics,\" which ranked the top 250 employees by token usage.<br><br>\nInternal data shows employees consumed 60.2 trillion tokens in a 30-day period, with the figure later climbing to 73.7 trillion, leading to the leaderboard being taken down. Some employees reportedly instructed AI agents to run multiple tasks simultaneously to artificially inflate token consumption.<br><br>\nMeta's Chief Technology Officer Andrew Bosworth warned in an April memo that \"nobody should be using AI just to use AI,\" stressing that \"Token usage is not a measure of impact in any sense.\" However, mere warnings proved insufficient to halt the rising costs.<br><br>\n<b>Systematic Response: The AI Gateway and Internal Tool Substitution</b><br><br>\nFaced with runaway spending, Meta is implementing a systematic cost-control mechanism.<br><br>\nAccording to the internal memo, Meta has built a central dashboard called \"AI Gateway\" for real-time monitoring of company-wide AI usage and expenditure, with plans to add automated alerts for abnormal consumption spikes. The company intends to roll out these control tools to a broader employee base in the coming weeks and establish a more structured token budget allocation system by 2027.<br><br>\nSimultaneously, Meta is pushing employees to shift from third-party AI tools to in-house solutions. Its new Applied AI Engineering department is tasking engineers with improving the internal coding assistant MetaCode (formerly Devmate), aiming to reduce reliance on Anthropic's Claude, which is currently the primary tool for Meta's engineers in coding work.<br><br>\nIt's noted that Meta is not completely blocking access to third-party models; employees can still use tools from OpenAI, Anthropic, and Google, but internal tools will be explicitly prioritized.<br><br>\n<b>Industry Echo: Major Tech Firms Hitting the Brakes</b><br><br>\nMeta is not alone. Token bill pressures are resonating across the tech industry.<br><br>\nReports indicate Amazon recently shut down an internal AI leaderboard because employees were performing unnecessary operations to \"boost scores,\" causing a sharp rise in compute costs. Amazon has also begun using a metric called \"standardized deployment\" to evaluate whether engineers regularly use AI to generate useful code, rather than simply measuring token consumption.<br><br>\nFurthermore, reports suggest Uber and ServiceNow exhausted their annual budgets for Anthropic tools early in 2026. ServiceNow is also monitoring daily employee usage to track and compress costs. Venture capital firms are setting AI usage caps for employees due to daily token fees often reaching thousands of dollars.<br><br>\nAgainst this backdrop, rumors of OpenAI's price cuts carry deeper significance.<br><br>\nReports state OpenAI is considering significant reductions in token fees charged to users, partly to get ahead of potential similar moves by Anthropic.<br><br>\nOpenAI's CEO Sam Altman recently acknowledged that AI usage costs are \"a huge problem\" and stated the company would \"help people get more value for less money.\"<br><br>\nThe timing of this statement is notable—OpenAI has confidentially filed for an IPO this week, and Anthropic is also on a countdown to its public listing. While price cuts can help win enterprise clients, they directly erode profit margins for both companies, which are currently losing billions due to the massive compute power required for their AI systems.<br><br>\n<b>Token Index Decline: What is the Market Repricing?</b><br><br>\nCapital markets are already feeling the chill.<br><br>\nThe Silicon Data LLM Token Spending Index has fallen for seven consecutive trading days as of June 11, marking its longest losing streak since January, with declines recorded in 11 of the past 12 days.<br><br>\nThis index measures the average payment level per million tokens used across the market. It more than doubled since December last year and continued climbing until May 2026 before sharply reversing course.<br><br>\nA macro strategist described this chart as \"the single most important chart in the entire market right now,\" warning that if token pricing continues to weaken, the trading logic for related investments from memory to broader hardware and data centers in this cycle could face an end.<br><br>\nWall Street interpretations vary. JPMorgan characterizes the current trend as a \"minimal speed bump,\" while Citadel points out that the core constraint for AI adoption has shifted from \"the most capable model\" to \"cost and scarcity,\" with users accelerating their migration to cheaper models.<br><br>\nBehind this divergence lies a more fundamental valuation question: Is the decline in token consumption a signal of peak AI demand, or the result of users rationally choosing lower-cost models? The answer will directly impact capital expenditure expectations and valuation logic for companies like Nvidia, cloud providers, and the entire AI hardware supply chain.<br><br>\n<b>A Turning Point for the Commercial Narrative</b><br><br>\nFrom a broader perspective, Meta's move to restrict AI usage reflects a deeper shift in the generative AI commercialization narrative.<br><br>\nOver the past three years, the AI industry has undergone a three-stage evolution: from subsidizing users to gain adoption, to monthly subscriptions hiding costs, to per-token billing triggering an enterprise bill crisis. Now, as the growth narrative of \"more token consumption is better\" reaches its limit, the industry faces not just a pricing decision, but a more fundamental challenge of business model reconstruction.<br><br>\nMeta is investing a massive annual capital expenditure, partly to expand AI infrastructure including data centers, AI chips, and talent recruitment. Simultaneously, the company faces pressure from investors to generate visible returns from its enormous AI investments—Meta has already launched paid subscription tiers in Facebook, Instagram, and WhatsApp and plans to charge businesses using its AI business agents.<br><br>\nHowever, if even Meta's internal AI usage costs have become unsustainable, the profitability prospects of its enterprise AI agent business also face scrutiny. For the entire industry, how to tell the next chapter of the commercialization story remains an unanswered question.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Following Amazon, Meta Imposes Limits on AI Usage. As Tech Giants Reel from Token Costs, Should AI Model Leaders Focus on Profit Margins?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFollowing Amazon, Meta Imposes Limits on AI Usage. As Tech Giants Reel from Token Costs, Should AI Model Leaders Focus on Profit Margins?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-06-13 19:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>After <b>Amazon.com</b> (<b>AMZN</b>), <b>Meta Platforms, Inc.</b> (<b>META</b>) is also restricting AI usage, highlighting a critical and often overlooked industry conflict: the very logic of AI commercialization is being challenged by the soaring costs it generates.<br><br>\nAccording to reports, Meta sent an internal memo to approximately 6,000 employees this week, announcing it will set caps on employee token usage and build a real-time tracking platform to curb the exponential growth of internal AI costs.<br><br>\nThe memo stated that Meta's internal AI usage alone is projected to cost tens of billions of dollars by 2026. This move comes after Meta previously encouraged employees to integrate AI tools into their daily workflows, a strategy it is now forced to abruptly reverse.<br><br>\nConcurrently, reports indicate OpenAI is considering significant token price cuts to attract enterprise clients. Meanwhile, the Silicon Data LLM Token Spending Index, which reflects market willingness to pay for AI, has fallen for seven consecutive trading days—its longest losing streak since January this year.<br><br>\nThese combined signals have rapidly heightened market skepticism about the sustainability of AI commercialization. For investors, the core question is no longer whether AI demand exists, but rather: when tech giants themselves start scrutinizing their token bills, how much profit margin remains for the large AI model providers?<br><br>\n<b>The Uncontrolled Token Bill: Meta's Internal \"Spending Spree\"</b><br><br>\nThe direct catalyst for Meta tightening AI usage was a frenzy of token consumption fueled by internal incentives.<br><br>\nLast November, Meta explicitly told employees that demonstrating \"AI-driven work results\" would be a \"core performance requirement\" this year, with top performers receiving rewards. This directive led to an unintended consequence this spring: some employees engaged in a competition dubbed \"tokenmaxxing,\" vying for spots on an internal leaderboard called \"Claudeonomics,\" which ranked the top 250 employees by token usage.<br><br>\nInternal data shows employees consumed 60.2 trillion tokens in a 30-day period, with the figure later climbing to 73.7 trillion, leading to the leaderboard being taken down. Some employees reportedly instructed AI agents to run multiple tasks simultaneously to artificially inflate token consumption.<br><br>\nMeta's Chief Technology Officer Andrew Bosworth warned in an April memo that \"nobody should be using AI just to use AI,\" stressing that \"Token usage is not a measure of impact in any sense.\" However, mere warnings proved insufficient to halt the rising costs.<br><br>\n<b>Systematic Response: The AI Gateway and Internal Tool Substitution</b><br><br>\nFaced with runaway spending, Meta is implementing a systematic cost-control mechanism.<br><br>\nAccording to the internal memo, Meta has built a central dashboard called \"AI Gateway\" for real-time monitoring of company-wide AI usage and expenditure, with plans to add automated alerts for abnormal consumption spikes. The company intends to roll out these control tools to a broader employee base in the coming weeks and establish a more structured token budget allocation system by 2027.<br><br>\nSimultaneously, Meta is pushing employees to shift from third-party AI tools to in-house solutions. Its new Applied AI Engineering department is tasking engineers with improving the internal coding assistant MetaCode (formerly Devmate), aiming to reduce reliance on Anthropic's Claude, which is currently the primary tool for Meta's engineers in coding work.<br><br>\nIt's noted that Meta is not completely blocking access to third-party models; employees can still use tools from OpenAI, Anthropic, and Google, but internal tools will be explicitly prioritized.<br><br>\n<b>Industry Echo: Major Tech Firms Hitting the Brakes</b><br><br>\nMeta is not alone. Token bill pressures are resonating across the tech industry.<br><br>\nReports indicate Amazon recently shut down an internal AI leaderboard because employees were performing unnecessary operations to \"boost scores,\" causing a sharp rise in compute costs. Amazon has also begun using a metric called \"standardized deployment\" to evaluate whether engineers regularly use AI to generate useful code, rather than simply measuring token consumption.<br><br>\nFurthermore, reports suggest Uber and ServiceNow exhausted their annual budgets for Anthropic tools early in 2026. ServiceNow is also monitoring daily employee usage to track and compress costs. Venture capital firms are setting AI usage caps for employees due to daily token fees often reaching thousands of dollars.<br><br>\nAgainst this backdrop, rumors of OpenAI's price cuts carry deeper significance.<br><br>\nReports state OpenAI is considering significant reductions in token fees charged to users, partly to get ahead of potential similar moves by Anthropic.<br><br>\nOpenAI's CEO Sam Altman recently acknowledged that AI usage costs are \"a huge problem\" and stated the company would \"help people get more value for less money.\"<br><br>\nThe timing of this statement is notable—OpenAI has confidentially filed for an IPO this week, and Anthropic is also on a countdown to its public listing. While price cuts can help win enterprise clients, they directly erode profit margins for both companies, which are currently losing billions due to the massive compute power required for their AI systems.<br><br>\n<b>Token Index Decline: What is the Market Repricing?</b><br><br>\nCapital markets are already feeling the chill.<br><br>\nThe Silicon Data LLM Token Spending Index has fallen for seven consecutive trading days as of June 11, marking its longest losing streak since January, with declines recorded in 11 of the past 12 days.<br><br>\nThis index measures the average payment level per million tokens used across the market. It more than doubled since December last year and continued climbing until May 2026 before sharply reversing course.<br><br>\nA macro strategist described this chart as \"the single most important chart in the entire market right now,\" warning that if token pricing continues to weaken, the trading logic for related investments from memory to broader hardware and data centers in this cycle could face an end.<br><br>\nWall Street interpretations vary. JPMorgan characterizes the current trend as a \"minimal speed bump,\" while Citadel points out that the core constraint for AI adoption has shifted from \"the most capable model\" to \"cost and scarcity,\" with users accelerating their migration to cheaper models.<br><br>\nBehind this divergence lies a more fundamental valuation question: Is the decline in token consumption a signal of peak AI demand, or the result of users rationally choosing lower-cost models? The answer will directly impact capital expenditure expectations and valuation logic for companies like Nvidia, cloud providers, and the entire AI hardware supply chain.<br><br>\n<b>A Turning Point for the Commercial Narrative</b><br><br>\nFrom a broader perspective, Meta's move to restrict AI usage reflects a deeper shift in the generative AI commercialization narrative.<br><br>\nOver the past three years, the AI industry has undergone a three-stage evolution: from subsidizing users to gain adoption, to monthly subscriptions hiding costs, to per-token billing triggering an enterprise bill crisis. Now, as the growth narrative of \"more token consumption is better\" reaches its limit, the industry faces not just a pricing decision, but a more fundamental challenge of business model reconstruction.<br><br>\nMeta is investing a massive annual capital expenditure, partly to expand AI infrastructure including data centers, AI chips, and talent recruitment. Simultaneously, the company faces pressure from investors to generate visible returns from its enormous AI investments—Meta has already launched paid subscription tiers in Facebook, Instagram, and WhatsApp and plans to charge businesses using its AI business agents.<br><br>\nHowever, if even Meta's internal AI usage costs have become unsustainable, the profitability prospects of its enterprise AI agent business also face scrutiny. For the entire industry, how to tell the next chapter of the commercialization story remains an unanswered question.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU2347655156.SGD":"JPMorgan 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(META) is also restricting AI usage, highlighting a critical and often overlooked industry conflict: the very logic of AI commercialization is being challenged by the soaring costs it generates.\nAccording to reports, Meta sent an internal memo to approximately 6,000 employees this week, announcing it will set caps on employee token usage and build a real-time tracking platform to curb the exponential growth of internal AI costs.\nThe memo stated that Meta's internal AI usage alone is projected to cost tens of billions of dollars by 2026. This move comes after Meta previously encouraged employees to integrate AI tools into their daily workflows, a strategy it is now forced to abruptly reverse.\nConcurrently, reports indicate OpenAI is considering significant token price cuts to attract enterprise clients. Meanwhile, the Silicon Data LLM Token Spending Index, which reflects market willingness to pay for AI, has fallen for seven consecutive trading days—its longest losing streak since January this year.\nThese combined signals have rapidly heightened market skepticism about the sustainability of AI commercialization. For investors, the core question is no longer whether AI demand exists, but rather: when tech giants themselves start scrutinizing their token bills, how much profit margin remains for the large AI model providers?\nThe Uncontrolled Token Bill: Meta's Internal \"Spending Spree\"\nThe direct catalyst for Meta tightening AI usage was a frenzy of token consumption fueled by internal incentives.\nLast November, Meta explicitly told employees that demonstrating \"AI-driven work results\" would be a \"core performance requirement\" this year, with top performers receiving rewards. This directive led to an unintended consequence this spring: some employees engaged in a competition dubbed \"tokenmaxxing,\" vying for spots on an internal leaderboard called \"Claudeonomics,\" which ranked the top 250 employees by token usage.\nInternal data shows employees consumed 60.2 trillion tokens in a 30-day period, with the figure later climbing to 73.7 trillion, leading to the leaderboard being taken down. Some employees reportedly instructed AI agents to run multiple tasks simultaneously to artificially inflate token consumption.\nMeta's Chief Technology Officer Andrew Bosworth warned in an April memo that \"nobody should be using AI just to use AI,\" stressing that \"Token usage is not a measure of impact in any sense.\" However, mere warnings proved insufficient to halt the rising costs.\nSystematic Response: The AI Gateway and Internal Tool Substitution\nFaced with runaway spending, Meta is implementing a systematic cost-control mechanism.\nAccording to the internal memo, Meta has built a central dashboard called \"AI Gateway\" for real-time monitoring of company-wide AI usage and expenditure, with plans to add automated alerts for abnormal consumption spikes. The company intends to roll out these control tools to a broader employee base in the coming weeks and establish a more structured token budget allocation system by 2027.\nSimultaneously, Meta is pushing employees to shift from third-party AI tools to in-house solutions. Its new Applied AI Engineering department is tasking engineers with improving the internal coding assistant MetaCode (formerly Devmate), aiming to reduce reliance on Anthropic's Claude, which is currently the primary tool for Meta's engineers in coding work.\nIt's noted that Meta is not completely blocking access to third-party models; employees can still use tools from OpenAI, Anthropic, and Google, but internal tools will be explicitly prioritized.\nIndustry Echo: Major Tech Firms Hitting the Brakes\nMeta is not alone. Token bill pressures are resonating across the tech industry.\nReports indicate Amazon recently shut down an internal AI leaderboard because employees were performing unnecessary operations to \"boost scores,\" causing a sharp rise in compute costs. Amazon has also begun using a metric called \"standardized deployment\" to evaluate whether engineers regularly use AI to generate useful code, rather than simply measuring token consumption.\nFurthermore, reports suggest Uber and ServiceNow exhausted their annual budgets for Anthropic tools early in 2026. ServiceNow is also monitoring daily employee usage to track and compress costs. Venture capital firms are setting AI usage caps for employees due to daily token fees often reaching thousands of dollars.\nAgainst this backdrop, rumors of OpenAI's price cuts carry deeper significance.\nReports state OpenAI is considering significant reductions in token fees charged to users, partly to get ahead of potential similar moves by Anthropic.\nOpenAI's CEO Sam Altman recently acknowledged that AI usage costs are \"a huge problem\" and stated the company would \"help people get more value for less money.\"\nThe timing of this statement is notable—OpenAI has confidentially filed for an IPO this week, and Anthropic is also on a countdown to its public listing. While price cuts can help win enterprise clients, they directly erode profit margins for both companies, which are currently losing billions due to the massive compute power required for their AI systems.\nToken Index Decline: What is the Market Repricing?\nCapital markets are already feeling the chill.\nThe Silicon Data LLM Token Spending Index has fallen for seven consecutive trading days as of June 11, marking its longest losing streak since January, with declines recorded in 11 of the past 12 days.\nThis index measures the average payment level per million tokens used across the market. It more than doubled since December last year and continued climbing until May 2026 before sharply reversing course.\nA macro strategist described this chart as \"the single most important chart in the entire market right now,\" warning that if token pricing continues to weaken, the trading logic for related investments from memory to broader hardware and data centers in this cycle could face an end.\nWall Street interpretations vary. JPMorgan characterizes the current trend as a \"minimal speed bump,\" while Citadel points out that the core constraint for AI adoption has shifted from \"the most capable model\" to \"cost and scarcity,\" with users accelerating their migration to cheaper models.\nBehind this divergence lies a more fundamental valuation question: Is the decline in token consumption a signal of peak AI demand, or the result of users rationally choosing lower-cost models? The answer will directly impact capital expenditure expectations and valuation logic for companies like Nvidia, cloud providers, and the entire AI hardware supply chain.\nA Turning Point for the Commercial Narrative\nFrom a broader perspective, Meta's move to restrict AI usage reflects a deeper shift in the generative AI commercialization narrative.\nOver the past three years, the AI industry has undergone a three-stage evolution: from subsidizing users to gain adoption, to monthly subscriptions hiding costs, to per-token billing triggering an enterprise bill crisis. Now, as the growth narrative of \"more token consumption is better\" reaches its limit, the industry faces not just a pricing decision, but a more fundamental challenge of business model reconstruction.\nMeta is investing a massive annual capital expenditure, partly to expand AI infrastructure including data centers, AI chips, and talent recruitment. Simultaneously, the company faces pressure from investors to generate visible returns from its enormous AI investments—Meta has already launched paid subscription tiers in Facebook, Instagram, and WhatsApp and plans to charge businesses using its AI business agents.\nHowever, if even Meta's internal AI usage costs have become unsustainable, the profitability prospects of its enterprise AI agent business also face scrutiny. For the entire industry, how to tell the next chapter of the commercialization story remains an unanswered question.","news_type":1,"symbols_score_info":{"AMZU":1,"FBL":1,"METD":1,"FBYY":1,"AMZW":1,"AMZN":1,"META":1,"METU":1,"AMZD":1,"METW":1,"FBY":1,"AMZY":1,"AMZZ":1,"AZYY":1,"AMZP":1,"USAW.SI":1}},"isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":573833561872072,"gmtCreate":1781104382513,"gmtModify":1781104385688,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Seems quite hopeless..let it crash another 50%","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Seems quite hopeless..let it crash another 50%","text":"$Meta Platforms, Inc.(META)$ Seems quite hopeless..let it crash another 50%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/573833561872072","isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570850439562848,"gmtCreate":1780399526703,"gmtModify":1780401092345,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> zuckerberg better buck up..else they may drop out from Mag 7 soon..","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> zuckerberg better buck up..else they may drop out from Mag 7 soon..","text":"$Meta Platforms, Inc.(META)$ zuckerberg better buck up..else they may drop out from Mag 7 soon..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570850439562848","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562059431735416,"gmtCreate":1778253239519,"gmtModify":1778254702403,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Mark zuckerberg only have himself to blame..let the price plunge another 50%","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Mark zuckerberg only have himself to blame..let the price plunge another 50%","text":"$Meta Platforms, Inc.(META)$ Mark zuckerberg only have himself to blame..let the price plunge another 50%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562059431735416","isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":562057435521656,"gmtCreate":1778252846643,"gmtModify":1778252849650,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Looks like everyone is dumping this stock..","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Looks like everyone is dumping this stock..","text":"$Meta Platforms, Inc.(META)$ Looks like everyone is dumping this stock..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/562057435521656","isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529548091040736,"gmtCreate":1770305765424,"gmtModify":1770305768882,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>Are we seeing start of market meltdown ?&nbsp;","listText":"<a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$&nbsp;</a>Are we seeing start of market meltdown ?&nbsp;","text":"$Alphabet(GOOG)$ Are we seeing start of market meltdown ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529548091040736","isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529545639826768,"gmtCreate":1770305178889,"gmtModify":1770305182452,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> Markets plunging everyday..hope the selldown will end soon","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> Markets plunging everyday..hope the selldown will end soon","text":"$Microsoft(MSFT)$ Markets plunging everyday..hope the selldown will end soon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/529545639826768","isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529189959504552,"gmtCreate":1770218933352,"gmtModify":1770218936735,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> Those who short the stock are scrambling to cover their positions","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> Those who short the stock are scrambling to cover their positions","text":"$Microsoft(MSFT)$ Those who short the stock are scrambling to cover their positions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/529189959504552","isVote":1,"tweetType":1,"viewCount":2280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521721971736888,"gmtCreate":1768408646413,"gmtModify":1768408649863,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Maybe meta will slip to 500","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Maybe meta will slip to 500","text":"$Meta Platforms, Inc.(META)$ Maybe meta will slip to 500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/521721971736888","isVote":1,"tweetType":1,"viewCount":2788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":475720856907824,"gmtCreate":1757170224312,"gmtModify":1757170229593,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4135831911794872","idStr":"4135831911794872"},"themes":[],"title":"","htmlText":"Options trading is a very important tool that helps hedge risk and provide additional source of income (eg by selling options). However, there is a myraid of strategies involved on buying and selling of call and put options. Example include selling covered call or cash secured puts, straddle, jade lizard etc. I hope to learn more about options trading.","listText":"Options trading is a very important tool that helps hedge risk and provide additional source of income (eg by selling options). However, there is a myraid of strategies involved on buying and selling of call and put options. Example include selling covered call or cash secured puts, straddle, jade lizard etc. I hope to learn more about options trading.","text":"Options trading is a very important tool that helps hedge risk and provide additional source of income (eg by selling options). However, there is a myraid of strategies involved on buying and selling of call and put options. Example include selling covered call or cash secured puts, straddle, jade lizard etc. I hope to learn more about options trading.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/475720856907824","isVote":1,"tweetType":1,"viewCount":2648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":521721971736888,"gmtCreate":1768408646413,"gmtModify":1768408649863,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Maybe meta will slip to 500","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> Maybe meta will slip to 500","text":"$Meta Platforms, Inc.(META)$ Maybe meta will slip to 500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/521721971736888","isVote":1,"tweetType":1,"viewCount":2788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":591025280540760,"gmtCreate":1785321820818,"gmtModify":1785321823802,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"If meta price can reach $650 tomorrow, will already be a remarkable feat.","listText":"If meta price can reach $650 tomorrow, will already be a remarkable feat.","text":"If meta price can reach $650 tomorrow, will already be a remarkable feat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591025280540760","repostId":"2655866353","repostType":2,"repost":{"id":"2655866353","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga Earnings","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1785319398,"share":"https://ttm.financial/m/news/2655866353?lang=en_US&edition=fundamental","pubTime":"2026-07-29 18:03","market":"hk","language":"en","title":"Top Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2655866353","media":"Benzinga Earnings","summary":"Meta Platforms, Inc (NASDAQ: META) will report Q2 earnings on July 29. Analysts predict $7.23 EPS and $59.50B revenue. Stock fell 0.1% to $593.41 on Tuesday. Analysts maintain Buy ratings with price targets up to $1,000.","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc</strong>. (NASDAQ:META) will release its second quarter earnings report after the closing bell on Wednesday, July 29.</p>\n<p>Analysts expect the Menlo Park, California-based company to report quarterly earnings of $7.23 per share. The consensus estimate for Meta’s quarterly revenue is $59.50 billion. It reported $47.52 billion last year, according to Benzinga Pro.</p>\n<p>Meta has topped revenue estimates for 15 consecutive quarters and beaten EPS expectations in 13 straight.</p>\n<p>Shares of Meta fell 0.1% to close at $593.41 on Tuesday.</p>\n<p>Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.</p>\n<p>Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.</p>\n<ul>\n<li>Guggenheim analyst Michael Morris maintained a Buy rating with a price target of $800 on July 28, 2026. This analyst has an accuracy rate of 67%.</li>\n<li>Raymond James analyst Josh Beck maintained a Strong Buy rating and raised the price target from $825 to $850 on July 21, 2026. This analyst has an accuracy rate of 76%.</li>\n<li><a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> analyst Ken Gawrelski maintained an Overweight rating and raised the price target from $767 to $835 on July 21, 2026. This analyst has an accuracy rate of 57%.</li>\n<li>Rothschild &amp; Co analyst Dominic Ball maintained the stock with a Buy rating and boosted the price target from $900 to $1,000 on July 21, 2026. This analyst has an accuracy rate of 58%.</li>\n<li>UBS analyst Stephen Ju maintained the stock with a Buy rating and cut the price target from $865 to $766 on July 13, 2026. This analyst has an accuracy rate of 74%</li>\n</ul>\n<p>Considering buying META stock? Here’s what analysts think:</p>\n<figure><img decoding=\"async\" height=\"313\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-300x92.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-768x235.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828.png 1167w\" width=\"1024\"/></figure>\n<p>Photo via Shhutterstock</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Top Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time\">2026-07-29 18:03</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong><a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc</strong>. (NASDAQ:META) will release its second quarter earnings report after the closing bell on Wednesday, July 29.</p>\n<p>Analysts expect the Menlo Park, California-based company to report quarterly earnings of $7.23 per share. The consensus estimate for Meta’s quarterly revenue is $59.50 billion. It reported $47.52 billion last year, according to Benzinga Pro.</p>\n<p>Meta has topped revenue estimates for 15 consecutive quarters and beaten EPS expectations in 13 straight.</p>\n<p>Shares of Meta fell 0.1% to close at $593.41 on Tuesday.</p>\n<p>Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.</p>\n<p>Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.</p>\n<ul>\n<li>Guggenheim analyst Michael Morris maintained a Buy rating with a price target of $800 on July 28, 2026. This analyst has an accuracy rate of 67%.</li>\n<li>Raymond James analyst Josh Beck maintained a Strong Buy rating and raised the price target from $825 to $850 on July 21, 2026. This analyst has an accuracy rate of 76%.</li>\n<li><a href=\"https://laohu8.com/S/EOD\">Wells Fargo</a> analyst Ken Gawrelski maintained an Overweight rating and raised the price target from $767 to $835 on July 21, 2026. This analyst has an accuracy rate of 57%.</li>\n<li>Rothschild &amp; Co analyst Dominic Ball maintained the stock with a Buy rating and boosted the price target from $900 to $1,000 on July 21, 2026. This analyst has an accuracy rate of 58%.</li>\n<li>UBS analyst Stephen Ju maintained the stock with a Buy rating and cut the price target from $865 to $766 on July 13, 2026. This analyst has an accuracy rate of 74%</li>\n</ul>\n<p>Considering buying META stock? Here’s what analysts think:</p>\n<figure><img decoding=\"async\" height=\"313\" loading=\"lazy\" sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png\" srcset=\"https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-1024x313.png 1024w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-300x92.png 300w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828-768x235.png 768w, https://editorial-assets.benzinga.com/wp-content/uploads/2026/07/29025251/image-828.png 1167w\" width=\"1024\"/></figure>\n<p>Photo via Shhutterstock</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0080751232.USD":"富达环球多元动力基金A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - 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(NASDAQ:META) will release its second quarter earnings report after the closing bell on Wednesday, July 29.\nAnalysts expect the Menlo Park, California-based company to report quarterly earnings of $7.23 per share. The consensus estimate for Meta’s quarterly revenue is $59.50 billion. It reported $47.52 billion last year, according to Benzinga Pro.\nMeta has topped revenue estimates for 15 consecutive quarters and beaten EPS expectations in 13 straight.\nShares of Meta fell 0.1% to close at $593.41 on Tuesday.\nBenzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.\nLet’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.\n\nGuggenheim analyst Michael Morris maintained a Buy rating with a price target of $800 on July 28, 2026. This analyst has an accuracy rate of 67%.\nRaymond James analyst Josh Beck maintained a Strong Buy rating and raised the price target from $825 to $850 on July 21, 2026. This analyst has an accuracy rate of 76%.\nWells Fargo analyst Ken Gawrelski maintained an Overweight rating and raised the price target from $767 to $835 on July 21, 2026. This analyst has an accuracy rate of 57%.\nRothschild & Co analyst Dominic Ball maintained the stock with a Buy rating and boosted the price target from $900 to $1,000 on July 21, 2026. This analyst has an accuracy rate of 58%.\nUBS analyst Stephen Ju maintained the stock with a Buy rating and cut the price target from $865 to $766 on July 13, 2026. This analyst has an accuracy rate of 74%\n\nConsidering buying META stock? Here’s what analysts think:\n\nPhoto via Shhutterstock","news_type":1,"symbols_score_info":{"GAMR":0.6,"METV":0.6,"XDAT":0.6,"METD":0.6,"NULC":0.6,"FBY":0.6,"METU":0.6,"LTL":0.6,"META":1.98,"RSPC":0.6,"FBL":0.6,"FBYY":0.6,"TRUC":0.6,"XLC":0.6,"METW":0.6,"FCOM":0.6,"OGIG":0.6,"VOX":0.6,"GXPC":0.6}},"isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":529189959504552,"gmtCreate":1770218933352,"gmtModify":1770218936735,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> Those who short the stock are scrambling to cover their positions","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> Those who short the stock are scrambling to cover their positions","text":"$Microsoft(MSFT)$ Those who short the stock are scrambling to cover their positions","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":2,"link":"https://ttm.financial/post/529189959504552","isVote":1,"tweetType":1,"viewCount":2280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435427411497616,"gmtCreate":1747323246847,"gmtModify":1747323249665,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Missed estimates by only 0.3% and selldown by 8%. Atrocious!!!","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Missed estimates by only 0.3% and selldown by 8%. Atrocious!!!","text":"$Alibaba(BABA)$ Missed estimates by only 0.3% and selldown by 8%. Atrocious!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/435427411497616","isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553687081272972","authorId":"3553687081272972","name":"屁屁鬼","avatar":"https://community-static.tradeup.com/news/35ba5facdf6bce8a1244e9cc2b4cee58","crmLevel":12,"crmLevelSwitch":0,"idStr":"3553687081272972","authorIdStr":"3553687081272972"},"content":"Sometimes beat estimate also sell down. If you are on the fundamental, no need to be worry. Buy more","text":"Sometimes beat estimate also sell down. If you are on the fundamental, no need to be worry. Buy more","html":"Sometimes beat estimate also sell down. If you are on the fundamental, no need to be worry. Buy more"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":588942691509248,"gmtCreate":1784814943746,"gmtModify":1784814946769,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","listText":"<a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$&nbsp;</a> Sigh..they never learn their lesson","text":"$S&P 500(.SPX)$ Sigh..they never learn their lesson","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588942691509248","repostId":"2653938577","repostType":2,"repost":{"id":"2653938577","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1784814086,"share":"https://ttm.financial/m/news/2653938577?lang=en_US&edition=fundamental","pubTime":"2026-07-23 21:41","market":"nz","language":"en","title":"Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat","url":"https://stock-news.laohu8.com/highlight/detail?id=2653938577","media":"Reuters","summary":"Alphabet's Q2 revenue beats estimates on Cloud, Search strengthOverviewU.S. search and cloud giant's Q2 revenue rose 24% yr/yr, beating analyst expectationsEPS surged 294% to $9.11, driven by net unre","content":"<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-23 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">Alphabet on Wednesday reported its best-ever quarter of growth for its cloud computing division, but faced investor scrutiny after concerns about continued delays to its flagship AI model were aggravated by a $15 billion increase in capital spending ‌plans for 2026.</p><p style=\"text-align: left;\">The search giant now expects to spend between $195 billion and $205 billion in capital expenditures, its finance chief Anat Ashkenazi said on a conference call with analysts. The company said last quarter that it planned to spend between $180 billion and $190 billion this year.</p><p style=\"text-align: left;\">Shares of the company were down about 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d948a7ee9a27c86fc3e8199258df0b3\" data-align=\"center\" tg-width=\"696\" tg-height=\"618\"/><span></span></p><p style=\"text-align: left;\">&#34;We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,&#34; Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/375e589011816344c05577507ffc54b8\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1080\"/><span></span></p><p style=\"text-align: left;\">Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee0a4a0308f899563e8def6ae5619caa\" data-align=\"center\" tg-width=\"731\" tg-height=\"463\"/><span></span></p><p style=\"text-align: left;\">Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.</p><p style=\"text-align: left;\">But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.</p><p style=\"text-align: left;\">&#34;After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,&#34; said Thomas Monteiro, senior analyst at Investing.com. &#34;The market&#39;s most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e427ed38fd5a5e5abc26a3ea5aa014ca\" data-align=\"center\" tg-width=\"735\" tg-height=\"483\"/><span></span></p><h4 style=\"text-align: left;\"><strong>MODEL UNCERTAINTY TEMPERS CLOUD GAINS</strong></h4><p style=\"text-align: left;\">While Google Cloud has made Alphabet a big beneficiary of the AI boom, the company&#39;s own AI efforts have lost some steam this year after it <u>delayed</u> the June launch of its next flagship model, Gemini 3.5 Pro.</p><p style=\"text-align: left;\">That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.</p><p style=\"text-align: left;\">During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.</p><p style=\"text-align: left;\">&#34;There are many attributes on which we are still at the frontier. There are areas where we&#39;ve acknowledged we need to improve; coding and agentic coding is an example of that,&#34; Pichai said on the call.</p><p style=\"text-align: left;\">Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was &#34;applying a lot of our compute and effort in that direction&#34; in order to ⁠remain competitive.</p><p style=\"text-align: left;\">&#34;We are both very committed and very confident of being at the frontier for the next generation,&#34; he said.</p><p style=\"text-align: left;\">Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia&#39;s GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.</p><p style=\"text-align: left;\">The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.</p><p style=\"text-align: left;\">Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.</p><p style=\"text-align: left;\">Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.</p><p style=\"text-align: left;\">Alphabet shares have been among the best performers in the &#34;Magnificent 7&#34; group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.<br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","FCOM":"Fidelity MSCI Communication Services Index ETF","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","XLC":"Communication Services Select Sector SPDR Fund","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0302445910.USD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4598":"佩洛西持仓","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU0320765059.SGD":"FTIF - 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The company said last quarter that it planned to spend between $180 billion and $190 billion this year.Shares of the company were down about 6%.\"We have increased our capacity quite significantly over the past three years. The demand still outpaces that investment,\" Ashkenazi said in justifying the increased spending plans. She added that faster-than-expected delivery of capacity contributed to the hike.Revenue at Google Cloud rose 82% to $24.8 billion during the quarter ended June, driven by strong demand from ⁠AI-hungry enterprises worldwide. Analysts on average expected a 64% increase, according to data compiled by LSEG.Advertising revenue came in at $81.6 billion compared to estimates of $81.1 billion. Total revenue for the quarter was $119.8 billion, beating the consensus estimate of $116.9 billion.But, adjusted profit per share of $2.85 fell slightly short of Wall Street projections of $2.89. And the company reported negative free cash flow for the first time in its history, burning $5.9 billion this quarter.\"After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet,\" said Thomas Monteiro, senior analyst at Investing.com. \"The market's most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter.\"MODEL UNCERTAINTY TEMPERS CLOUD GAINSWhile Google Cloud has made Alphabet a big beneficiary of the AI boom, the company's own AI efforts have lost some steam this year after it delayed the June launch of its next flagship model, Gemini 3.5 Pro.That has left Google trailing in the AI coding tools market and fueled concerns on Wall Street, especially as Anthropic and OpenAI have ‌consistently rolled ⁠out enterprise-focused upgrades, and Chinese open-source models have also gained strong traction.During the question-and-answer portion of the earnings call, multiple analysts pressed CEO Sundar Pichai for clarity around whether Google could keep with its rivals at the frontier of model development.\"There are many attributes on which we are still at the frontier. There are areas where we've acknowledged we need to improve; coding and agentic coding is an example of that,\" Pichai said on the call.Pichai said that while Google continued to test Gemini 3.5 Pro, it had also started training Gemini 4 and was \"applying a lot of our compute and effort in that direction\" in order to ⁠remain competitive.\"We are both very committed and very confident of being at the frontier for the next generation,\" he said.Meanwhile, Google began recognizing revenue from direct sales of its TPU chips, which compete with Nvidia's GPUs, for the first time in the second quarter though the vast majority of revenue from business agreements would come through next year, Ashkenazi said.The third-largest cloud services provider behind Amazon Web Services and Microsoft, Google has seen ⁠demand surge as companies race to secure the cloud capacity needed to develop, train and run AI models, helping it land major deals with firms, including Anthropic.Big Tech is expected to spend well over $700 billion this year primarily on AI, while Morgan Stanley has pegged the estimated spend at more than $1 trillion for the next year.Ashkenazi reaffirmed on the call that Alphabet planned another significant ⁠increase to capex in 2027.Alphabet shares have been among the best performers in the \"Magnificent 7\" group of stocks this year so far, rising more than 9% through last close. But concerns over the Gemini delays, some high-profile executive departures and regulatory pressures have dragged the stock about 9% lower since the end of April.","news_type":1,"symbols_score_info":{"XLC":0.6,"GOOW":0.6,"XDAT":0.6,"GOOG":2,"ILDR":0.6,"SKYY":0.6,"METV":0.6,"SNPE":0.6,"GOOGL":1.98,"GOU":0.6,"EFIV":0.6,"TRUC":0.6,"GGLL":0.6,"GGLS":0.6,"LTL":0.6,"OGIG":0.6,"GOOY":0.6,"FCOM":0.6,"CQTM":0.6,"VOX":0.6,"GOOP":0.6,"GOOX":0.6,"CMAG":0.6,"GXPC":0.6}},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":570850439562848,"gmtCreate":1780399526703,"gmtModify":1780401092345,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> zuckerberg better buck up..else they may drop out from Mag 7 soon..","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> zuckerberg better buck up..else they may drop out from Mag 7 soon..","text":"$Meta Platforms, Inc.(META)$ zuckerberg better buck up..else they may drop out from Mag 7 soon..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/570850439562848","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":435340625023504,"gmtCreate":1747302254284,"gmtModify":1747302257492,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Earnings miss estimates?","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Earnings miss estimates?","text":"$Alibaba(BABA)$ Earnings miss estimates?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/435340625023504","isVote":1,"tweetType":1,"viewCount":2339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":434690774368856,"gmtCreate":1747145050789,"gmtModify":1747145053849,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Baba price movement appear sluggish..hope it is not due to upcoming&nbsp;poor earnings results","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v> Baba price movement appear sluggish..hope it is not due to upcoming&nbsp;poor earnings results","text":"$Alibaba(BABA)$ Baba price movement appear sluggish..hope it is not due to upcoming poor earnings results","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/434690774368856","isVote":1,"tweetType":1,"viewCount":2002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440318303289536,"gmtCreate":1748526844398,"gmtModify":1748526847590,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Now it is trading below Hk mkt..short selling to weed out weak buyers?","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> Now it is trading below Hk mkt..short selling to weed out weak buyers?","text":"$Alibaba(BABA)$ Now it is trading below Hk mkt..short selling to weed out weak buyers?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/440318303289536","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":431332331913216,"gmtCreate":1746328779915,"gmtModify":1746328782772,"author":{"id":"4135831911794872","authorId":"4135831911794872","name":"AT69","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":13,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4135831911794872","authorIdStr":"4135831911794872"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> baba delisting again ?","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$&nbsp;</a> baba delisting again ?","text":"$Alibaba(BABA)$ baba delisting again ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/431332331913216","isVote":1,"tweetType":1,"viewCount":2391,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567497553453071","authorId":"3567497553453071","name":"NFTGR","avatar":"https://static.tigerbbs.com/ab47367525b6e6b9c6093ea906b80889","crmLevel":12,"crmLevelSwitch":1,"idStr":"3567497553453071","authorIdStr":"3567497553453071"},"content":"those delisted like Didiy still survives. some got dual listing also..","text":"those delisted like Didiy still survives. some got dual listing also..","html":"those delisted like Didiy still survives. some got dual listing also.."},{"author":{"id":"3567497553453071","authorId":"3567497553453071","name":"NFTGR","avatar":"https://static.tigerbbs.com/ab47367525b6e6b9c6093ea906b80889","crmLevel":12,"crmLevelSwitch":1,"idStr":"3567497553453071","authorIdStr":"3567497553453071"},"content":"luckin coffee survives after delisted also.","text":"luckin coffee survives after delisted also.","html":"luckin coffee survives after delisted also."}],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}