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To Win Monopoly Fight, Meta Is Touting a Rival: TikTok
Fearless of the "Trump headwind"? Blackstone's president: There is still a lot of room for growth in AI Datacenter demand!
① Blackstone Group President Jonathan Gray believes that although Trump's tariff policy may pose a threat to AI development, the demand for Datacenter will continue to grow; ② Gray pointed out that Datacenters controlled by the USA can alleviate security concerns and emphasized that the AI field is still in its early stages, with significant growth every year.
Meta Platforms Is Ramping up Data Center and AI Investments. Is the Growth Stock a Buy Now?
U.S. stocks closed: The three major Indexes all fell, with Berkshire dropping over 5%.
① Apple issued bonds for the first time in two years; ② The Board of Directors of Berkshire Hathaway voted to appoint Abel as CEO, while Buffett continues as Chairman; ③ The reorganization plan of OpenAI had to change and will continue to be controlled by a nonprofit entity.
Meta Platforms Options Spot-On: On May 5th, 341.83K Contracts Were Traded, With 2.41 Million Open Interest
Goldman Sachs stated that the performance of large Technology stocks boosts confidence, and the recent pullback is a Buy opportunity for the AI Sector.
A team of analysts at Goldman Sachs stated that the earnings reports released by several large Technology companies involved in the AI field at the end of last month exceeded expectations, indicating that investors have the opportunity to reposition themselves in this Sector after the recent pullback. Over the past two years, AI Concept Stocks have been a hot Sector driving the rise of Large Cap, but it encountered significant resistance in 2025. In January of this year, DeepSeek raised doubts in the market about the necessity of USA companies investing billions of dollars to build AI systems, resulting in a significant blow to chip manufacturers and AI-related Stocks. Recently, the trade war initiated by USA President Trump has caused concerns in the market.
小雨滴 : doing the same to tiktok, just that other billionaire businessmen want to buy tiktok too