Sharif Hossain
Two major news of two major companies I hold - π™ˆπ™šπ™©π™– π™žπ™£π™«π™šπ™¨π™©π™¨ π™—π™žπ™œ π™žπ™£ π˜Όπ™„ π™žπ™£π™›π™§π™–π™¨π™©π™§π™ͺπ™˜π™©π™ͺπ™§π™š πŸš€ $META (Meta Platforms Inc) just signed a US$14 billion deal with CoreWeave to secure massive cloud and AI capacity. This is a clear signal that Meta is doubling down on artificial intelligence from recommendation systems to future metaverse projects. For investors, this shows Meta’s commitment to long-term growth in AI. Short-term, it means higher costs, but strategically, it strengthens Meta’s ability to compete with $MSFT (Microsoft) $GOOG (Alphabet) and $AMZN (Amazon.com Inc) in the AI/cloud race. Source: Reuters π™‰π™«π™žπ™™π™žπ™– π™žπ™£ π™©π™π™š 𝙨π™₯π™€π™©π™‘π™žπ™œπ™π™© πŸ‡ΊπŸ‡Έ The U.S. Trade Representative suggested the Trump administration might take equity stakes in high-performing firms β€” and $NVDA (NVIDIA Corporation) was specifically mentioned. This highlights Nvidia’s critical role in AI and national security. On one hand, stronger government support could bring more funding and policy backing. On the other, it raises questions about potential government influence and geopolitical implications. For long-term investors, it reinforces Nvidia’s position as a strategic tech leader at the core of the AI revolution. Source: Reuters Not Financial Advice | Follow me for updates like this.
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