"AI monetization leader"! Goldman Sachs praises Meta: large user base, improved profit model.
morgan stanley analysts say Meta has gone the furthest in artificial intelligence profitability.
Meta actively embraces nuclear energy to support datacenters in the usa.
Meta (META.US) is seeking up to 4 gigawatts of new nuclear energy to find reliable electrical utilities for its datacenter.
Express News | Meta plans to increase nuclear power capacity by 1-4GW in the USA to achieve AI and eco-friendly concept goals.
What signal? Two major technology giants' stock prices have reached historical highs together, apple has achieved 'seven consecutive increases', and Meta has risen nearly 8% over three days.
Apple and Meta's strong performance is due to their status as members of the 'Big Seven.' Currently, Apple is the company with the highest global market cap, reaching $3.67 trillion; Meta's total market cap is $1.55 trillion, ranking seventh in the US stock market. In terms of the macro environment, further Fed interest rate cuts are bullish for technology stocks.
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Meta seeks collaboration with nuclear power companies, aiming to add up to 4 gigawatts of nuclear power capacity in the usa by the early 2030s.
Meta (META.US) announced that in order to achieve its artificial intelligence innovation and sustainable development goals, it is currently seeking cooperation with nuclear power companies and will request proposals from nuclear power developers, expecting to add between 1 gigawatt to 4 gigawatts of nuclear power capacity in the usa by the early 2030s, during which multiple generator units are expected to be deployed. Meta stated that innovations in artificial intelligence technology are driving human development, and in the process, it will require the adoption of reliable, clean, and renewable new energy sources. It believes that nuclear energy can provide stable baseload electricity to meet the development needs of the company's datacenter. The company also stated that it will continue to invest in projects such as cecep solar energy and wind energy.
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Futu Morning Post | South Korea's president announced 'emergency martial law' late at night, stirring up the market; high-performance stocks collectively celebrate after hours! Marvell Technology, salesforce surged more than 10%.
Will the interest rate be cut in December? The Fed's voting members this year are "doing Tai Chi": regardless of cutting or not, interest rates should continue to decline; Nasdaq and S&P hit new highs again! Apple has risen for seven consecutive days to create a new historical high; Palantir rose nearly 7% to create a new historical high again, with the company's cloud computing service receiving a "highly authorized" certification.
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The Nasdaq index reached a new high, French stocks rose, the south korea etf narrowed after a 7% drop, and the offshore yuan briefly fell below 7.31 yuan.
South Korean President Yoon Suk-yeol abruptly declared a state of emergency, boosting safe-haven assets such as U.S. Treasury bonds, Japanese yen, and gold, while cryptos on the South Korean exchange plunged. The South Korean parliament quickly passed a resolution to lift the state of emergency, with the Ministry of Finance and the central bank actively working on market rescue measures. After a 2.7% drop to a two-year low, the won’s decline was cut in half, South Korean etfs fell by 1.6%, and the yield on 10-year U.S. Treasury bonds turned to increase after hitting a new low in over a month. France is set to vote on dissolving the government as early as Wednesday, with French stocks following European markets upward, although they had previously declined during the day. The Dow Jones, small cap stocks, and semiconductor indices fell, while the China concept index once rose by 1.9%. The yuan hit a new low in a year during the day, and U.S. oil rose nearly 3% testing the $70 mark.
U.S. stocks closed: The S&P reached a historic high for the 55th time this year, while the index of Chinese concept stocks had four consecutive days of gains.
① The S&P and Nasdaq hit new highs, but the momentum is weak; ② A "nightmare" occurred with the south korea etf; ③ Tesla's "bullish investors" announced they will no longer go ALL-IN; ④ Apple is assessing the use of amazon chips to train AI models.
Meta Platforms Options Spot-On: On December 3rd, 596.71K Contracts Were Traded, With 2.16 Million Open Interest
On December 3rd ET, $Meta Platforms(META.US)$ had active options trading, with a total trading volume of 596.71K options for the day, of which put options accounted for 29.09% of the total
Meta Seeks Nuclear Power Developers for Reactors to Start in Early 2030s
Meta Seeks New Nuclear Reactors to Run US Data Centers
Meta Leans Towards Nuclear Energy Like Rival Big Techs to Power AI Data Centers - Report
"Meta Joins The Nuclear-Powered AI Fray; Facebook Parent Meta Is Seeking Developers That Can Bring Nuclear Reactors Online Starting In The Early 2030s To Support Data Centers And Communities Around Them" - Axios
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Meta Touches Record High. Why the Stock Is on a Roll. -- Barrons.com