Meta
Meta is an American multinational technology conglomerate. It owns Facebook, Instagram, and WhatsApp, among other products and services.
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Apple CEO Cook: Hybrid AI Strategy Is a "Competitive Weapon," Will Drive iCloud Subscription Growth with AI
According to CNBC, Apple CEO Tim Cook stated during the latest earnings conference call that Apple's hybrid AI strategy—where some AI tasks run locally on-device and complex tasks are processed via Google Cloud—is a "competitive weapon", distinct from the data center investments of tech giants like Meta, Microsoft, and Amazon, which often exceed $100 billion. Apple's capital expenditure in the second fiscal quarter was only $2.46 billion, lower than the market expectation of $3.44 billion. Cook also revealed that Apple plans to make AI a core selling point for iCloud+ subscription upgrades, offering paid expansion options for users with higher AI usage, but the specific pricing plan has not been finalized yet.
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Ark Invest increased its Meta stock holdings by $14.29 million yesterday, and reduced small positions in Bitmine and Bullish stock
According to the official ARK Invest website, multiple ETFs under ARK completed the following major rebalancing operations on July 30, 2026: On the buy side, META Platforms emerged as the biggest highlight of this rebalancing, simultaneously increased by four funds: ARKK, ARKW, ARKF, and ARKX, with a combined purchase of approximately 26,509 shares; L3Harris Technologies (LHX) was collectively purchased by ARKQ and ARKX for 37,635 shares, representing a significant proportion; additionally, X-Energy (XE) was slightly increased by three funds: ARKK, ARKQ, and ARKX. On the sell side, Strata Critical Medical (SRTA) was collectively reduced by ARKQ and ARKX by approximately 348,000 shares, making it the target with the largest reduction scale this time; Datadog (DDOG) was reduced by ARKW by 15,320 shares, accounting for 0.2552% of the ETF; Roku was reduced by ARKF by 9,925 shares; BitMine Immersion Technologies (BMNR) was reduced by ARKK by 33,560 shares; defense and industrial stocks such as Teledyne Technologies (TDY) and Elbit Systems (ESLT) were simultaneously reduced by multiple funds.
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BitMine
Bullish
Cometa
Meta Pool
Meta's future leasing obligations reach $278.99 billion, primarily related to AI data centers
Meta disclosed in its quarterly securities filing that it has approximately $278.99 billion in operating and finance leases that have not yet commenced and are not recorded on the balance sheet, primarily related to AI data centers. These leases cover data centers, colocation facilities, and some network infrastructure, with leases scheduled to begin from the remainder of this year through 2036, with terms ranging from over one year to 30 years.This figure represents an increase of about 53% compared to the $182.88 billion in future leasing obligations Meta disclosed in its first-quarter filing three months ago. Meta also disclosed that in July, after the quarter ended, the company added approximately $68 billion in new data center lease commitments, expected to commence in 2027 and 2028, with lease terms of 18 to 20 years.Earlier this month, Meta announced the expansion of its Hyperion AI data center in Louisiana, targeting a computing capacity of 5 gigawatts, with the project's expected cost exceeding $50 billion. During the second-quarter earnings call, Meta CEO Mark Zuckerberg stated that a significant portion of the company's computing power will be used to train AI models, power AI agents, and support core business operations.In addition to future leasing obligations, Meta disclosed $349.31 billion in non-cancellable contract commitments, covering both short-term and long-term arrangements. The company stated that these commitments primarily involve third-party cloud capacity arrangements, as well as investments in servers, network infrastructure, data centers, and Reality Labs consumer hardware products. Of this amount, $53.52 billion and $81.65 billion are due in 2026 and 2027, respectively.
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Hyperion
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Meta, Google, and Other Tech Giants Face the Allocation Problem of AI Computing Power for Internal Use vs. Sales
during the company's second-quarter earnings call, Meta CEO Mark Zuckerberg stated that Meta currently does not have a business selling computing power to customers, but such offerings are in the plans. He indicated that a significant portion of Meta's computing power will be used for training AI models, supporting agent products, and developing core businesses, while the company also anticipates expanding services to large enterprise clients.Both Google and Meta have slightly raised their capital expenditure expectations for this year. Google stated that related spending could increase further in 2027, while Microsoft maintained its capital expenditure forecast. Google's cash flow turned negative for the first time in the second quarter, and Meta's cash flow decreased by 91% compared to the same period last year.Microsoft CFO Amy Hood noted that customer demand for its cloud business still exceeds available capacity. Google said last week that it will purchase more third-party computing power while building more internal capacity to meet customer needs.Google CEO Sundar Pichai stated that the primary objective for Google in using its self-developed tensor processing units (TPUs) is to ensure the allocation of necessary resources for the development of AGI frontiers. Google is working with partners to deploy TPUs in other data centers to unlock more capacity.
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Delysium
Zuckerberg Predicts: Billions of People Will Have Personal AI Agents in the Next Five Years
According to TechCrunch, Meta founder and CEO Mark Zuckerberg stated during the July 29 quarterly earnings conference call that within the next five years, billions of people will possess personal AI agents capable of representing users to achieve goals around the clock, with application scenarios covering finance, health, interpersonal relationships, and family management. He also noted that messaging platforms such as WhatsApp will play an increasingly important role in the era of multi-agent interaction. Currently, Meta's enterprise AI agents have been adopted by over one million businesses on WhatsApp and Messenger. However, Meta's free cash flow for this quarter was only $784 million, a sharp 91% decline from $8.55 billion in the same period last year, primarily dragged down by AI infrastructure investments; Meta's stock price also fell nearly 10% following the earnings report. Additionally, Meta's Reality Labs incurred a loss of approximately $4.6 billion this quarter, with cumulative losses reaching about $88 billion since 2021. This week, Meta announced a partnership with BlackRock to jointly build a data center costing $14 billion in El Paso, Texas.
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贝莱德
Meta posts record revenue, but AI costs drag down stock price
Meta Platforms (META.O) posted record revenue in the second fiscal quarter, but updates on its AI spending plan sparked investor concerns about the costs of building its infrastructure. Meta slightly raised the lower end of its annual capital expenditure guidance from $125 billion to $130 billion, while keeping the upper end unchanged at $145 billion. Its second-quarter revenue was $60.8 billion, up 28% year-over-year, but net profit was $15.8 billion, below analyst expectations. As a result, Meta's stock fell over 6% in after-hours trading. In an effort to catch up in the AI race, Meta has already invested tens of billions of dollars in chip procurement, data center construction, and top talent recruitment. Recently, it partnered with BlackRock to raise at least $12 billion to build a data center in Texas. Meta's free cash flow in the second quarter was $784 million. (Jin Shi)
Cometa
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MetaDAO
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贝莱德
AI Supply Chain Management Startup Freehand Announces Completion of $75 Million Funding
According to TNW, AI supply chain management startup Freehand announced the completion of a $75 million funding round, co-led by Battery Ventures and NewRoad Capital Partners, with participation from Nexus Venture Partners and PSP Growth, a fund under former U.S. Secretary of Commerce Penny Pritzker. Freehand's AI agents can autonomously handle contract interpretation, supplier rate negotiation, overcharge bill identification, payment processing, and ERP system reconciliation, with clients covering top enterprises such as Meta, Unilever, Johnson & Johnson, Pfizer, Dunkin', and Cardinal Health.
Cardinal
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Entropyfi
Nexus
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Zuckerberg Slams Centralization of AI Power, Backs Open Approach to Counter Anthropic and OpenAI
According to The New York Times, Meta CEO Mark Zuckerberg publicly criticized the closed AI development route represented by Anthropic and OpenAI in an interview, stating that their strict control over AI technology will lead to a concentration of power, limit public access to this transformative technology, and is no different from "betraying American tech values." Zuckerberg stated that he is skeptical about the path of "building benevolent superintelligence through a single alignment mechanism" and advocates providing "personalized superintelligence" for everyone to adapt to different users' needs and values. He also pointed out that technological democratization has always been the trend in the history of the tech industry. It is worth noting that Meta's own AI strategy has also shifted recently—investing $14.3 billion in ScaleAI last spring and recruiting its founder Alexandr Wang, subsequently launching the first paid closed-source model Muse Spark, while continuing to maintain the open-source model line. This statement echoes NVIDIA CEO Jensen Huang's recent public strong support for open-source AI, with both sides forming a clear opposition to Anthropic and OpenAI in AI development philosophy.
NVIDIA
Open
Spark
Spark
Microsoft, Meta Earnings Reports Approaching, Market Patience on AI Spending Waning
According to Bloomberg, Microsoft and Meta will release their earnings reports after the US market closes on Wednesday. The market focus is not on revenue growth, but rather on the two companies' continuously rising AI capital expenditures and shrinking cash reserves. Previously, Alphabet's stock price still recorded the largest single-day drop in over a year despite announcing better-than-expected results, as it experienced negative cash flow for the first time since its listing due to a surge in capital expenditures. Analysts point out that the uncertainty surrounding returns on AI investments by large tech companies is accelerating the erosion of Wall Street's patience, and Microsoft and Meta's earnings reports may become a new round of stress tests for market sentiment.
Market
Street
Tonight's Focus: Microsoft & Meta Release Earnings After Hours, Bybit Earnings Season Limited-Time Campaign Underway
After market close on July 29, US Eastern Time, Microsoft (MSFT) and Meta (META) will release their Q2 2026 earnings reports simultaneously. The core market suspense is consistent: When will the massive AI capital expenditures yield returns? Bybit Academy brings you a preview of this earnings season feast: (1) Microsoft: Focus on whether Azure Cloud growth can offset continuously rising AI infrastructure investment, implied volatility 6.5%; (2) Meta: Capital expenditure guidance is the biggest highlight, whether the gap between AI investment and ad monetization can narrow, implied volatility 7.3%. Volatility for both may amplify today; the earnings trading window is open. Bybit US Stock Earnings Season Event Reminder: Currently in a limited-time trading task window period (7/21–7/30), trading META stock contracts earns extra points, independent from TSLA, GOOGL, AAPL, and AMZN tasks, and can be completed separately. Meanwhile, you can bet on the next-day Top Gainer among 10 popular US stocks including META in the "Top Gainer" daily prediction; those who bet correctly will proportionally share the points pool of those who bet incorrectly. This US stock earnings season lasts until August 30, with a million prize pool waiting to be unlocked, plus a Tesla Cybertruck grand prize.
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Campaign
Cometa
Focus
Meanwhile
Morgan Stanley: AI Infrastructure ROIC Can Reach Up to 46%, Maintains Overweight Rating on Hyperscalers
According to TechFlow Research, Morgan Stanley released a research report on July 27, quantifying for the first time the Incremental Return on Invested Capital (ROIC) of Generative AI investments. The report constructed three estimation frameworks: the ROIC for hyperscale cloud service providers' GPU leasing business is approximately 31%, the ROIC for proprietary infrastructure model API business is approximately 46%, and the ROIC for third-party compute API business is approximately 25%. Under base case assumptions, a single 1 gigawatt (GW) data center is configured with approximately 410,000 NVIDIA GB300 GPUs, with a utilization rate of 75% and an hourly leasing price of $8.5. The combined capital expenditure of the three major cloud giants is expected to exceed $1.4 trillion. Morgan Stanley maintains an Overweight rating on Microsoft, Amazon, Meta, and Google. The report points out that as AI moves from the training phase to the inference phase, demand for GPU compute power will continue to grow. Providers with self-built compute infrastructure will achieve considerable profits by leveraging their pricing power in an ecosystem where compute is scarce. If Morgan Stanley's calculations hold true, the hundreds of billions of dollars in AI capital expenditure will shift from being perceived as "costs" to "growth assets".
GPU.Net
Node AI
NVIDIA
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Reach
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Zuckerberg: US Should Not Ban Chinese AI Models
According to TNW, Meta CEO Mark Zuckerberg stated in an interview with the Financial Times that banning the US from using advanced Chinese AI models is "not an effective solution."
1178 employees from top AI companies sign joint statement calling for international cooperation to control the pace of frontier AI development
1,178 employees from leading AI companies have jointly released a statement titled "Pacing the Frontier," urging the U.S. government to support international cooperation in developing technologies and governance tools to proactively regulate the pace of frontier AI development.The statement says that global leading AI companies believe the future may be approaching the point where automated AI research becomes achievable. Although it is impossible to predict exactly how this will accelerate AI progress, there is a risk that AI capabilities could rapidly surpass human understanding and control.The signatories stated that the industry, governments, and society need to retain the option to "buy time" to address emerging risks, improve safety measures, and strengthen regulation. However, due to competitive pressures faced by both companies and nations, the world currently lacks governance mechanisms capable of proactively controlling the pace of frontier AI development.The statement notes that frontier AI agents are already capable of discovering and exploiting real software vulnerabilities, and could be used for large-scale cyberattacks in the absence of safety measures.Employees from multiple organizations including OpenAI, Anthropic, Google, and Meta have signed the statement, and believe there is a need to establish international coordination mechanisms to reduce potential risks while advancing AI development.
Frontier
Zuckerberg: Superintelligence Should Empower Everyone, Not Be Concentrated in a Few Institutions
Meta CEO Mark Zuckerberg published a public article titled "The AI Future Is for Everyone" in The Wall Street Journal, outlining his philosophy on the development of superintelligence and advocating that future AI should broadly empower individuals rather than be centrally controlled by a few institutions.
Future
Street
Meta and BlackRock Partner to Invest Approximately $14 Billion to Develop a Data Center Campus
Meta announced a new strategic project to develop the El Paso data center in partnership with BlackRock. The El Paso data center represents an investment of over $10 billion by Meta. Funds managed by BlackRock will hold an 80% stake in the project, while Meta will retain the remaining 20% equity. The parties committed to proportionally sharing approximately $14 billion in construction and development costs for long-life power, cooling, and connectivity infrastructure within the campus.
Center
贝莱德
AMD Warrants Given to OpenAI and Meta Confirmed as Price Rebates, Discount for OpenAI Reaches 105%
Semiconductor research firm SemiAnalysis points out that the warrant transactions between AMD and OpenAI and Meta are essentially rebates on computing resource prices, rather than simple equity incentives. According to their calculations, the discount for OpenAI in this transaction is as high as 105%, equivalent to AMD providing computing power to OpenAI at below-cost prices and compensating the price difference through warrants. This structure indicates that AMD is adopting an aggressive pricing strategy to compete with NVIDIA in order to seize AI training market share.
NVIDIA
Price
Meta Launches Free Identity Verification Badges to Combat AI-Generated Fake Accounts
Meta announces the launch of the free "Facebook Verified" service, allowing users to obtain a checkmark badge after verifying their identity by recording a video selfie. This feature is available to personal accounts aged 18 and above that comply with Community Standards and have no fraudulent behavior, aiming to ensure that the account belongs to a real user rather than an AI-generated fake account. The badge will be rolled out in phases, with plans to expand to global markets in the future. Previously, Meta has provided blue badge verification through paid subscriptions; the launch of this free badge marks a significant adjustment in its identity verification strategy.
Free
Meta Pauses Plan to Charge for Smart Glasses Accessibility Features
Meta originally planned to charge a monthly subscription fee of $20 for the "Conversation Focus" accessibility feature on its smart glasses and limit usage to 15 hours per month. Users found through testing that the feature works without an internet connection, sparking strong backlash. Meta spokesperson Tyler Yee confirmed that the charging plan has been paused; before a better alternative is found, the feature will be provided for free through the early access program. "Conversation Focus" is an accessibility assistance feature for Meta smart glasses; the previously planned subscription model triggered user concerns about double charging for built-in hardware features.
Focus
Jensen Huang's First X Post: Over 20 Institutions Including NVIDIA Sign Joint Letter Supporting Open-Weight AI Models
NVIDIA CEO Jensen Huang has published his first post on X, sharing an open letter titled "Open Weight and American AI Leadership," jointly signed by more than 20 technology companies and institutions, including NVIDIA.The open letter argues that open-weight models can expand economic access to AI, enhance market competition, and grant users more control. Signatories include Meta, Microsoft, Andreessen Horowitz, Hugging Face, IBM, Mistral AI, Palantir, Perplexity, Mozilla, Y Combinator, among others.The letter states that while open-weight models carry risks, they should not be restricted through bans. Instead, openness should be leveraged to advance AI safety and cybersecurity capabilities. Huang noted: "The world needs cutting-edge closed-source models, and it also needs cutting-edge open models."
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CryptoRank: Bitget US Stock Token Large Order Slippage 58% Lower Than Other Platforms
CryptoRank 发布代币化股票流动性、市场结构与执行质量研究报告。数据显示，当前代币化股票市场链上总值已接近 20 亿美元，链上持有者超过 47.1 万人。报告选取英伟达、微软、Meta 和特斯拉四只在各测试平台均具备有效双向订单簿的资产进行横向对比。
Bitget
CryptoRank
特斯拉