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Investing.com5d agoneutral
Meta shares rise on Muse Glimmer launch and a radical AI vision

Investing.com -- Meta’s stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for "agent-like" tasks—think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies o

Taiwan Semiconductor Manufacturing (TSM) Shares Gain Attention After Ark Adds To Position
Simply Wall St.5d agoneutral
Taiwan Semiconductor Manufacturing (TSM) Shares Gain Attention After Ark Adds To Position

Ark Invest increased its position in Taiwan Semiconductor Manufacturing (NYSE: TSM) after Meta shared updated AI focused capital expenditure plans. The move follows Meta guidance that points to higher investment in AI infrastructure to support its platforms. TSMC is a key contract manufacturer for advanced chips used in AI data centers and related hardware. The position change draws attention to how large funds are repositioning around potential AI infrastructure demand. This type of...

Meta unveils Muse Glimmer as Zuckerberg backs stronger U.S. open-weight AI push
InvestorsHub5d agoneutral
Meta unveils Muse Glimmer as Zuckerberg backs stronger U.S. open-weight AI push

Meta (NASDAQ:META) launched a new open-weight artificial intelligence model on Monday as CEO Mark Zuckerberg called for the United States to reduce barriers facing domestic developers in order to compete more effectively with Chinese rivals. The new model, called Muse Glimmer, is considerably smaller than the flagship AI systems developed by leading competitors.

Mark Zuckerberg's Meta lands in hot soup again
TheStreet6d agoneutral
Mark Zuckerberg's Meta lands in hot soup again

The tobacco industry didn't lose in one courtroom. It lost in dozens of them, over decades, until the cumulative weight became impossible to carry. The lawsuits started as fringe legal theories. Then they became precedents. Then they became settlements worth hundreds of billions of dollars that ...

Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?
Simply Wall St.7d agoneutral
Does Broadcom (AVGO) Now Lead The Biggest AI Infrastructure Spend Outside GPUs?

Broadcom (NasdaqGS:AVGO) has become a dominant supplier for hyperscale AI clusters used by major cloud and AI providers such as Anthropic, OpenAI, and Meta. Multi-year commitments from these customers are channeling significant capital expenditure into Broadcom's AI infrastructure hardware, even as some of that spend bypasses GPU market leader Nvidia. The agreements increase Broadcom's visibility on future AI related revenue tied to large scale data center buildouts. Broadcom is one of...

7 Reasons Pershing Square (PS) Looks Pricey After Ackman Spotlighted AI Holdings
Simply Wall St.8d agoneutral
7 Reasons Pershing Square (PS) Looks Pricey After Ackman Spotlighted AI Holdings

Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square (PS) is back in focus after Bill Ackman spotlighted the hedge fund’s concentrated portfolio of seven stocks and emphasized key positions in Microsoft and Meta tied to artificial intelligence themes. See our latest analysis for Pershing Square. Pershing Square’s recent Microsoft and Meta commentary comes after a sharp rebound in momentum, with the stock posting a 56.53% year to date share...

Black Hills Q2 Earnings Call Highlights
MarketBeat8d agoneutral
Black Hills Q2 Earnings Call Highlights

Black Hills (NYSE:BKH) said it remains on track to meet its 2026 earnings guidance as new rates and rider recovery, large-load demand growth and ongoing capital investments supported second-quarter results. The utility reported second-quarter GAAP earnings per share of $0.50, including $0.04 per sh