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Meta Platforms

2 articles tagged Meta Platforms.

Aug 26, 2026 · Aktien fürs Leben · 5 min read

Meta Legal Risks, mRNA Breakthroughs, and Lithium Cycles

An executive analysis of Meta's legal exposure and AI capex, Moderna's Phase 3 oncology success, and Albemarle's lithium market position. This brief highlights the shift from speculative AI growth to selective profitability and the cyclical opportunities in energy storage materials.

Business Strategy Investing Market Trends #Meta Platforms #Moderna #Albemarle #AI Infrastructure
Jan 29, 2026 · Bloomberg Daybreak: US Edition · 5 min read

Big Tech AI CapEx Divergence and Market Impact

Meta and Microsoft diverge in market reaction to massive AI capital expenditures. Meta's revenue acceleration offsets spending concerns, while Microsoft's cloud slowdown triggers sell-off. Apple faces margin pressure from rising memory costs.

Technology Financial Markets Corporate Strategy #AI CapEx #Big Tech Earnings #Meta Platforms #Microsoft