Browsing Tag
Meta Platforms Inc.
24 posts
Arista Networks revenue surges 58.5% to $3.66bn as AI Ethernet boom lifts shares
Arista Networks reported its fastest revenue growth since its stock market listing, supported by demand for AI data centre networking equipment and enterprise infrastructure. The company raised its near-term revenue outlook, but high customer expectations, expanding inventory and competition in advanced networking remain important financial considerations.
Meta (NASDAQ: META) near $646: Can $140bn AI spending justify its $1.65tn valuation?
Meta Platforms shares have fallen sharply despite 26% revenue growth as its AI infrastructure investments drive free cash flow into negative territory. With annual capital expenditure approaching $140 billion and a new non-voting share class planned, investors face a critical question about future returns, financing and shareholder dilution.
Reliance Industries (NSE: RELIANCE): Jio IPO clears SEBI hurdle
Jio Platforms has cleared a key SEBI hurdle for its mega IPO. What could the listing, debt repayment and new valuation mean for Reliance?
Meta agrees to $17.1bn US settlement and two-hour daily limit for teens
Meta will pay up to $17.1 billion and impose unprecedented restrictions on teenage Facebook and Instagram accounts to settle claims brought by nearly every US state.
Capital Power AFFO rises 40% as Meta data centre deal secures 250 MW
Capital Power secured a 250 MW Meta agreement as acquisitions lifted earnings, but tax credits and financing costs complicate the outlook.
OpenAI IPO filing puts trillion-dollar AI valuation debate at centre of Wall Street pipeline
OpenAI has filed for a U.S. IPO after Anthropic. See why Wall Street’s AI valuation test may reshape the IPO market.
JW Therapeutics says China pharma deals remain insulated from Beijing’s sensitive technology scrutiny
JW Therapeutics says China pharma deals remain open despite Beijing tech scrutiny. See why biotech licensing still matters.
Meta bets 6GW on AMD and sends clear signal to AI hardware market
AMD and Meta Platforms have signed a 6 gigawatt AI infrastructure deal. Find out what it means for hyperscalers, Nvidia, and AI economics.
Why Meta is betting its AI future on NVIDIA’s full-stack infrastructure
Meta Platforms Inc. expands its NVIDIA partnership to build hyperscale AI infrastructure. Find out how this reshapes AI economics and competitive advantage.
From AI to weight loss drugs, what Super Bowl LX ads reveal about the next legitimacy war
Super Bowl LX ads from AI platforms and GLP-1 drugmakers reveal how trust, not technology, is shaping the next growth cycle. Read the full analysis.