Meta
Meta is an American multinational technology conglomerate. It owns Facebook, Instagram, and WhatsApp, among other products and services.
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SanDisk’s stock price plummeted 10% due to industry impact, with Gate SNDK contract trading volume and open interest ranking among the highest in the market
SanDisk (SNDK) saw its stock price plunge over 10% today, affected by industry panic triggered by Meta's plan to sell excess computing power and market funds withdrawing profits from the AI sector. According to Gate platform data, SanDisk (SNDK) is currently trading at $1,743.00 (-14.35%), hitting a 24-hour low of $1,693.79. Despite the sharp short-term decline, SNDK’s long-term fundamentals remain optimistic, and related contract trading continues to be active. According to Coinglass data, Gate SNDK contracts recorded a 24-hour trading volume of $82.131 million and an open interest of $22.3788 million, both ranking among the top in the market.Gate's stock sector has established a 7×24 trading service system covering three core markets: US stocks, Hong Kong stocks, and South Korean stocks. It supports over 10,000 US stocks and ETFs, more than 1,500 Hong Kong stocks, and over 1,000 South Korean stocks, collectively covering more than 12,500 global stocks and ETF assets. Users can participate in global stock investments through the Gate unified account using USDT, with support for fractional share trading starting from as low as 0.01 shares and eligibility for stock dividend rights. The platform also supports cross-broker transfer of US and Hong Kong stocks, as well as corporate actions such as stock splits and reverse stock splits, further optimizing the stock investment service experience.
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Meta Chief AI Officer Responds to Market Misunderstanding: Zuckerberg's Remarks on AI Agent Development Slowdown Not Specifically About Meta
针对有媒体披露 Meta 首席执行官马克·扎克伯格在内部会议上告诉员工，过去四个月的 AI 代理开发并未“以我们预期的速度加速”，Meta 首席 AI官 Alexander Wang 发文回应澄清表示，扎克伯格指的是整个行业在智能代理能力上的整体进展，而非 Meta 自身，他同时透露 Meta 即将发布新一轮 Muse Spark 更新，将显著提升模型的编程能力和智能代理能力，以更具竞争力地对标业内领先模型，并将陆续上线至 Meta AI 及全新 API 平台。
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Lenovo Executive: No Oversupply of Computing Power
Odaily Odaily News: Ablikim Ablimit, Vice President of Lenovo Group and Chief Strategy Officer of Lenovo China, stated that in the long term, whether in China or overseas markets, there is still significant room for AI computing power demand, and there is no situation of oversupply. He noted that currently, the number of mature, leading AI products on the consumer (C-end) side is limited, and the potential for commercial deployment on the enterprise (B-end) side has not yet been fully released. The growth dividends from historical productivity revolutions have always been driven by the industrial sector, indicating huge long-term demand for computing power.He also pointed out that currently, the AI industry chain faces issues of overly strong supply-side influence and an imbalanced supply-demand cycle. On the news front, Meta's recent opening of its computing power has sparked market concerns about a potential oversupply. (Yicai)
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Morgan Stanley Rates Meta: Cloud Focus on Compute Rental, Target Price $775
According to TechFlow Research, Morgan Stanley released a research report on July 1 stating that, regarding Bloomberg's report on Meta planning a cloud computing business, it judges that Meta is more likely to choose the lighter path of renting out idle computing power rather than building a full cloud service benchmarking AWS. The report calculates that renting out 250 MW of computing power at $40/watt could be accretive to 2028 earnings per share by approximately 8%, and when the scale reaches 1000 MW, the accretion could reach 33%, but this earnings accretion is viewed as a transitional buffer, not the core logic supporting the rating. Morgan Stanley also mentioned that Meta's self-held computing power will expand to 1.9 GW and 3.4 GW in 2026 and 2027 respectively, providing room for the rental calculations. Morgan Stanley maintains its Overweight rating on Meta with a target price of $775, representing approximately 37.6% upside compared to the closing price of $563.29, while setting the 2027 capital expenditure expectation at $175 billion; if the cloud computing business scales up, there is a possibility of an upward revision in capital expenditure.
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White-haired stock guru Serenity agrees with Wells Fargo that Meta selling excess computing power is a strong signal of AI demand
Odaily Odaily: White-haired stock guru Serenity posted on X agreeing with Wells Fargo's view, stating that the market has completely misinterpreted Meta's stance on selling excess computing power. Wells Fargo stated that Meta's willingness to sell off surplus computing capacity is a positive signal that underlying AI demand and Unit Economics remain robust. Wells Fargo noted: "While Meta is moving forward with this plan, we do not see this as an indication that Meta will reduce capital expenditures (CapEx), nor do we believe that overall demand for computing power has declined."Regarding Neocloud companies, Wells Fargo believes this move further validates the significant opportunity in the AI infrastructure market, while also highlighting the potential for industry mergers and acquisitions, even though Neocloud providers may face certain competitive pressures in the future.
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Morgan Stanley Bullish on GOOGL and META, True Valuation Undervalued by Over 30%
According to TechFlow Research, Morgan Stanley released an Internet Tracking Report, noting that Google and Meta's nominal EV/EBITDA multiples appear inexpensive (GOOGL 16.1x, META 8.9x), but after adjusting for stock-based compensation accounting treatment, the true multiple rises from 16.3x to 31.1x (+91%), still lower than the five-year average of 31.6x, implying that the true valuation of internet giants is undervalued by the market by more than 30%.
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Citrini analyst jukan: MediaTek reportedly locks in Meta as ASIC customer after TPU
: Citrini analyst jukan posted on X platform, stating that supply chain sources indicate MediaTek has essentially secured its second ASIC customer beyond Google. If nothing unexpected happens, this customer will be Meta, as previously rumored. Per its usual practice, MediaTek does not publicly comment on individual products, customer situations, or market rumors. Qualcomm currently seems to hold key major clients such as Meta, Microsoft, and ByteDance, but industry insiders believe that MediaTek is not at a disadvantage as it deepens its cooperation with Google and has the opportunity to lock in a second customer. According to semiconductor supply chain sources, based on the order prospects and generational transition pace of AI data centers and ASIC products from major cloud service providers, Google remains the most proactive and aggressive key client. MediaTek not only has two product codenames, Zebrafish and Humufish, but market information and industry insiders familiar with ASICs have confirmed that its participation in the v9 generation Triggerfish is almost certain. This implies that from late 2026 through 2028, and even extending to 2029, MediaTek can stably generate revenue from TPU mass production. Compared to Qualcomm's proposed 2029 cloud AI revenue target of $15 billion, MediaTek, holding multiple TPU ASIC orders, is only a matter of time before reaching the $10 billion level. The industry is also watching whether MediaTek can smoothly secure a second key cloud service provider as a major client. Combining earlier market information and recent supply chain confirmations, MediaTek is still actively cooperating with Meta on ASIC products, with the collaboration likely centered on AI accelerator chips. Meta has recently partnered with both Arm and Qualcomm, but those related products are aimed at CPUs. For its self-developed AI accelerator chips, there have been no clearer collaboration announcements. IC design industry insiders note that Meta’s recent cloud AI development strategy has indeed been relatively chaotic and unclear, with its internal chip development plans undergoing multiple adjustments. Even in the CPU domain, it has sought multiple partners and adopted different approaches. Regarding AI accelerator chips, although Meta has previously formally announced its cooperation plan with Broadcom, supply chain sources indicate this has not interrupted the ongoing cooperation plans between MediaTek and Meta. IC design industry insiders also emphasize that the cloud AI development roadmaps of MediaTek and Qualcomm remain distinctly different. MediaTek is concentrating all its resources on the ASIC business, while Qualcomm plans to advance both customization and standardization simultaneously, covering both AI accelerator chips and CPU product directions.
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Serenity: Meta isn't cutting capital expenditure due to "overbuilding"; computing power remains constrained
Serenity, known as the "White-Haired Stock Guru," posted on X platform, stating that there is a lot of misleading information regarding Meta cutting capital expenditure due to "overbuilding." Meta would only sell computing power if there were excess capacity, but the current situation seems to be the opposite. Hyperscalers like Google cut their computing power allocation to Meta in March, as Meta's internal projects consumed too many resources, leaving Meta constrained by computing power. Meta was then immediately forced to sign massive contracts exceeding $48 billion with Neoclouds such as CoreWeave and Nebius.Meta only sells computing power when there is excess capacity. In particular, the large contracts it has signed with Neoclouds are largely take-or-pay agreements. Serenity expects Meta's guided capital expenditure to rise, as it is building more independent capacity.
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META is building a cloud business to sell excess AI computing power
: According to MSX.COM data, Meta Platforms (META.O) saw its pre-market gains widen to over 8% at one point. The company is building a cloud business to sell its excess AI computing power.
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MGBX will list METAB (Meta), LITEB (Lumentum), and MSFTB (Microsoft) for spot trading
According to official sources, MGBX will list METAB (Meta), LITEB (Lumentum), and MSFTB (Microsoft) for spot trading on July 1, 2026 at 18:00 (SGT). Deposit opening time is July 1, 2026 at 16:00 (SGT). Trading opening time is July 1, 2026 at 18:00 (SGT). Withdrawal opening time is July 2, 2026 at 19:00 (SGT).
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“White-Hair Stock God” Serenity: Semiconductor Supply Chain Bottlenecks Intensify, OSAT Providers Raise Prices
Odaily Odaily News “White-Hair Stock God” Serenity summarized recent dynamics in the semiconductor industry on X platform, indicating multiple signs show the semiconductor supply chain is tightening. Citing institutional and industry sources, Serenity noted that Morgan Stanley has raised its 2026 forecast for humanoid robot shipments in China from 14,000 and 28,000 units at the beginning of the year to 50,000 units. Probe cards and test sockets are expected to see price increases due to precious metal price hikes and shortages of test pin capacity. Yageo has raised prices on products such as MLCCs, aluminum electrolytic capacitors, tantalum capacitors, polymer aluminum capacitors, film capacitors, and supercapacitors.Additionally, Serenity stated that Meta’s next-generation Vistara architecture will adopt DDR4 memory combined with a CXL expansion solution. OpenAI is reported to have made a breakthrough in inference optimization, halving inference costs and reducing GPU demand. After Samsung signed a long-term supply agreement (LTA) with a major US tech customer, it has also begun adopting long-term agreement supply models for MLCCs.Serenity also cited a Digitimes report that OSAT (Outsourced Semiconductor Assembly and Test) packaging and testing providers have begun to raise prices. Currently, memory and IC packaging and testing capacity have both become significant bottlenecks in the semiconductor supply chain.
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Bitget Has Completed Dividend Distribution for 20 Stocks Including NVIDIA and Google
: According to official announcements, Bitget has completed the dividend distribution for 20 US stocks and ETFs, including rNVDA (NVIDIA), rGOOGL (Google), and rMETA (Meta). Bitget has automatically settled the USDT dividend payments proportionally to users holding the relevant stocks during the snapshot period. The entire process is automated, requiring no action from users. This dividend distribution covers multiple asset categories, including technology, healthcare, communications, and index ETFs.Users can view the specific details by going to the APP under "Assets" - "Financial Records" - "Spot" - "Other" - "Dividends" or on the Web under "Asset Overview" - "Spot Orders" - "Fund Flow" - "Other" - "Dividends". The final credited amount and time are subject to the actual platform credit and page display.
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Meta imposes restrictions on Claude and Codex usage over model distillation concerns
internal documents show Meta Platforms (META.O) has imposed limitations on the use of Claude and Codex due to concerns over model distillation risks. (The Information)
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The New York Times: Meta Internally Tests Prediction Market App Arena, Potentially Integrating It into Facebook and Messenger
According to The New York Times, Meta is developing a prediction market application named Arena and exploring potential collaborations with platforms such as Polymarket and Kalshi. Targeting younger users, the product may be deeply integrated into the Facebook and Messenger ecosystems in the future.
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Zuckerberg: Asks Meta to Explore Partnerships with Polymarket and Kalshi
Odaily Odaily reporter: Meta CEO Mark Zuckerberg has urged his subordinates to explore partnerships with prediction markets Polymarket and Kalshi. Meanwhile, Meta is developing a similar prediction market application called Arena.Executives said that Arena is currently in internal testing and may not be released in the future. The application will rely on points similar to those in video games, rather than accepting real money bets. Meta aims to attract at least 100 million monthly active users for the application and plans to eventually integrate some of Arena's features into Facebook and Messenger. (Reuters)
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Xiaodong Song, former founder of Oasis Labs, has joined Meta’s Super Intelligence Lab as Vice President of AI Research.
Dawn Song (Xiaodong Song), co-founder of Virtue AI and former founder of Oasis Labs, announced on X that she will join Meta’s Superintelligence Labs (MSL) as Vice President of AI Research. She will be joined by several members of the Virtue AI team. She stated that she will focus on advancing Meta’s work in AI safety and AI security, with an emphasis on enhancing the safety, trustworthiness, and usability of cutting-edge AI models and agent systems.
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Former Oasis Labs Founder Joins Meta's Super Intelligence Lab as VP of AI Research
Odaily Odaily, Oasis Labs founder Dawn Song announced on the X platform that she is joining Meta's Super Intelligence Lab as Vice President of AI Research. Several members of the Virtue AI team will also be joining to advance safety and security for cutting-edge AI models and agent AI systems. It is reported that Dawn Song co-founded the AI safety startup Virtue AI in 2024. Additionally, Virtue AI co-founders Bo Li and Sanmi Koyejo will also join Meta's Super Intelligence Lab.Oasis Labs is a blockchain-based privacy cloud computing platform.
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Micron's latest gross margin approaches 85%, surpassing Nvidia to become the new profit king among major US tech stocks
According to financial reports, Micron's latest gross margin reached as high as 84.9%, far surpassing the previous period's 74.9% and the 39% recorded in the same period last year. It has also overtaken Meta's 81.9% and Nvidia's 75%.Micron Chief Financial Officer Mark Murphy stated that the gross margin for the third quarter of fiscal year 2026 more than doubled year-over-year, setting a new company record. This data highlights Micron's pricing power, allowing it to shed its past image as a commodity manufacturer and emerge as the new profit king among major US tech stocks. (CNBC)
Serenity’s In-Depth Analysis of Tech Giants’ AI Strategies: Amazon’s Path Forward Looks Promising; Microsoft and Meta Must Justify Their Capital Investments
Serenity, dubbed the “White-Haired Stock God,” stated in a post that the market should not interpret AI-related capital expenditures by large tech companies as “funds being siphoned away.” Rather, these investments are more accurately described as laying the groundwork for substantial future revenue growth or margin expansion. Serenity currently favors Amazon most highly, viewing it as one of the clearest examples of AI transformation among hyperscale cloud providers. Amazon may leverage large language models to achieve autonomous delivery, warehouse robotics, and automation across logistics and transportation—thereby lowering operational costs. Meanwhile, Amazon is also expanding its AWS compute infrastructure to drive revenue growth and, potentially, enter the AI chip sales market via its in-house Trainium chips. Serenity ranks Google second among tech giants in AI strategy, noting its AI capital spending aims primarily to defend the moat around its search business. Additionally, Google Cloud’s TPU-based compute advantage gives it chip commercialization potential comparable to NVIDIA’s GPUs. Regarding Microsoft and Meta, Serenity says both firms still need to demonstrate to the market the necessity of their massive AI capital outlays. Microsoft’s recent sentiment has been weak, partly due to delays in its in-house AI chip Maia and the impact on AI development pace stemming from its partnership with OpenAI.
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Meta to Launch Standalone Prediction Market App Arena
According to The New York Times, Meta CEO Mark Zuckerberg has instructed his team to develop an internal prediction market application codenamed “Arena,” which will operate independently of Facebook and Instagram.
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