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Nike's challenges from China, retail trading trends & the surge in options demand
Youtube· 2025-12-19 21:51
Hello and welcome to Market Domination. I'm Jared Wickery in for Josh Lifton live from our New York headquarters. There's just an hour to go until the closing bell as we close out the final full week of the trading year for 2025.So, let's get straight to the markets here. We're looking at the Dow. It is up half a percent today.And let's check out the price action. We can see this is over the last week. If we check out today, it's going to be green, but over the week, we are still in the red there.Down about ...
Jim Cramer on Meta: “Kind of Ridiculously Cheap If You Like the Management as Much as I Do”
Yahoo Finance· 2025-12-19 19:14
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer recently discussed. Cramer highlighted the company’s increased spending as he commented: “Meta is interesting. It’s up almost 11% for the year, not much, but better than Amazon. Stock sells for 22 times next year’s earnings. That’s kind of cheap, kind of ridiculously cheap if you like the management as much as I do. But it’s also spending like mad, perhaps as much as a hundred billion dollars next year for capital expense. And I’m not even ...
Meta Shows Relative Strength as Tech Sells Off and AI Regulation Turns Supportive
Investing· 2025-12-19 17:29
Market Analysis by covering: Oracle Corporation, Broadcom Inc, Meta Platforms Inc, State Street® Technology Select Sector SPDR® ETF. Read 's Market Analysis on Investing.com ...
Meta CEO Mark Zuckerberg cuts off pro-immigration group he founded in retreat from advocacy
New York Post· 2025-12-19 16:45
Mark Zuckerberg has formally cut ties with the pro-immigration group he helped launch more than a decade ago as his philanthropy retreats from political advocacy and narrows its focus to science amid President Donald Trump’s return to power.The Chan Zuckerberg Initiative, the philanthropy founded by Zuckerberg and his wife Priscilla Chan, ended its relationship with FWD.us earlier this year, people familiar with the matter told Bloomberg News.The split leaves the immigration and criminal justice reform grou ...
谈判久拖不决 美国贸易代表批评欧盟和印度
新浪财经· 2025-12-19 16:42
美欧贸易关系与科技监管 - 美国贸易代表贾米森·格里尔批评欧盟的监管措施对美国科技公司具有歧视性,并重申“强烈关切”[2][6] - 争议焦点集中于欧盟针对美国科技巨头(如谷歌、Meta、亚马逊)的数字商务监管政策[3][7] - 美国威胁对欧盟进行报复,可能对埃森哲、西门子、Spotify等欧洲公司施加新的限制或收费[2][6] - 欧盟贸易专员为其监管辩护,称将“捍卫其科技主权”[3][7] - 格里尔指出欧盟存在将美国农产品排除在外的非关税壁垒,以及限制工业品出口的监管措施[2][6] 美印贸易谈判进展 - 美国与印度自今年早些时候启动的贸易谈判至今尚未达成协议[2][6] - 尽管过去数月谈判不断,包括本周在新德里的会谈,但双方在达成协议方面进展有限[3][7] - 这是自特朗普在8月份对印度商品征收50%高额关税以来,两国领导人的第四次通话[3][7] - 美国指出其已与包括马来西亚、瑞士在内的一系列其他伙伴达成了协议[2][6] 行业影响与潜在目标 - 欧盟的数字监管被批评者认为可能拖慢技术创新步伐,并带有不公平的筹资意图[3][7] - 美国点名的潜在报复目标公司包括埃森哲公司、西门子和Spotify Technology SA[2][6] - 受影响的美国科技公司包括Alphabet Inc.旗下的谷歌、Meta Platforms Inc.和亚马逊公司[3][7]
Meta is reportedly working on new multimedia model with H1 2026 release date in mind
TechCrunch· 2025-12-19 16:05
In Brief It’s all hands on deck at Meta, as the company develops new AI models under its superintelligence lab led by Scale AI co-founder, Alexandr Wang. The company is now working on an image and video model codenamed “Mango” along with a new text-based model internally known as “Avocado,” The Wall Street Journal reported.The tech giant plans to release the new models in the first half of 2026, the publication said, citing an internal Q&A at Meta on Thursday, where Wang and chief product officer Chris Cox ...
Meta is developing a new image and video model for a 2026 release, report says
TechCrunch· 2025-12-19 16:05
公司战略与产品路线图 - 公司正在其超级智能实验室(由Scale AI联合创始人Alexandr Wang领导)下全力开发新的人工智能模型 [1] - 公司正在开发代号为“Mango”的图像和视频模型,以及内部称为“Avocado”的新文本模型 [1] - 公司计划在2026年上半年发布这些新模型 [2] - 文本模型的目标是提升编码能力,并探索能够理解视觉信息、进行推理、规划和行动,且无需对所有可能性进行训练的新世界模型 [2] 行业竞争与公司现状 - 在人工智能竞赛中,公司已落后于OpenAI、Anthropic和谷歌等竞争对手 [3] - 公司的人工智能部门在今年进行了重大重组,包括领导层变动以及从其他顶级公司挖角研究人员 [3] - 然而,加入公司超级智能实验室的几名研究人员已经离职 [3] - 上个月,公司的首席人工智能科学家Yann Lecun也宣布将离职创办自己的初创公司 [3] - 公司目前尚未拥有成功的人工智能产品 [4] - 公司的人工智能助手(Meta AI)的数据表现主要得益于其覆盖数十亿用户的现有社交网络,因为该助手被内置在应用的搜索栏中 [4] - 这意味着从超级智能实验室推出的首批项目和模型将承载巨大期望 [4]
Meta Keeps Revolutionizing Advertising
Seeking Alpha· 2025-12-19 14:52
Per my June article , Meta ( META ) has many AI revenue opportunities. Since then the second and third quarter earnings have come out. Additionally, we now have Meta’s November 2025 GEMI'm an individual investor heavily influenced by Warren Buffett and Charlie Munger. Munger's 1994 USC Business School Speech is something I think about a lot: Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns. If the business earns 6% on capital over 40 years and ...
Meta (META)’s Data Center is a “Big, Hard Thing to Do,” Says Jim Cramer
Yahoo Finance· 2025-12-19 14:49
We recently published 12 Stocks on Jim Cramer’s Radar.  Meta Platforms, Inc. (NASDAQ:META) is one of the stocks on Jim Cramer's radar. As is the case with other technology giants, Meta Platforms, Inc. (NASDAQ:META) has positioned itself to be a key player in the AI race. The firm differs from players such as Google and Amazon through the fact that it does not operate a cloud computing business. Yet, while Google, Amazon, and Microsoft spend on AI data centers to bolster their cloud computing capabilities, ...
前Meta首席AI科学家再创业,AI新公司估值直指30亿欧元
华尔街见闻· 2025-12-19 14:27
公司融资与估值 - 公司正寻求5亿欧元融资 融资完成后 公司正式推出前的估值将达到约30亿欧元 [1] - 公司命名为“先进机器智能实验室” 计划于明年1月公布详细信息 [1] - 这是人工智能领域又一笔高额融资案例 此前OpenAI联合创始人Ilya Sutskever为其成立仅一年的公司Safe Superintelligence筹集20亿美元 估值达320亿美元 [1] 公司技术与战略 - 公司将专注于构建新一代超级智能AI系统 核心是开发能模拟并理解物理世界运行的“世界模型” [2] - 该技术基础源自LeCun在Meta期间主导的研究 致力于构建能通过视频与空间数据学习 并具备持续记忆、复杂推理及规划能力的新型AI架构 [2] - 公司将与Meta建立“合作关系” Meta可获取相关技术并进行商业化应用 以保持其在AI基础设施领域的技术生态延伸 [2] 公司管理层与人事 - 公司已任命法国健康科技初创公司Nabla的联合创始人兼原首席执行官Alexandre LeBrun担任首席执行官 [1] - LeCun将出任公司执行主席 [1] - Nabla已与公司建立战略研究合作伙伴关系 其原首席执行官LeBrun将继续担任Nabla的董事长兼首席人工智能科学家 [3] 行业背景与动态 - LeCun离开Meta的时机正值Meta重新调整AI战略 力图在开发更先进AI系统的竞争中与OpenAI及谷歌直接对抗 [4] - Meta已将战略重心从其人工智能研究院FAIR的长期探索性工作中转移 并于今年10月从AI研究团队裁减约600名员工 旨在降低成本并加速产品化 [4] - LeCun的离职是Meta近期高层变动的延续 今年5月 其AI研究副总裁Joelle Pineau也已离职并加入加拿大AI初创公司Cohere [4]