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META SHIPMENTS
AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...- Malaysia Bans Under-16s From Social Media: New Age Verification Rules EnforcedMalaysia has begun enforcing new rules. Children under 16 are now banned from social media accounts. Platforms must implement age verificat...
- Nvidia Q1 earnings report preview: Can NVDA beat AI chip rivals AMD, Amazon, Google, and Cerebras again? The AI giant faces its most critical Wall Street moment of the yearNvidia Q1 earnings report: With $78.75B in expected revenue and rising competition from AMD, Cerebras, Amazon, and Google, Nvidia's Q1 FY20...
- What is really driving copper futures to record highs? Copper prices just broke every record as AI data center boom fuels global supply crunchCopper prices are soaring aggressively in 2026 as copper futures smash record highs above $14,000 per ton and COMEX copper crosses $6.50 pe...
- US Stock Market: AI-fueled memory supercycle boosts chip stocks while hardware companies struggleThe AI boom is causing a global memory chip shortage. This is creating winners among chip makers like Micron and Samsung, whose shares are ...
- Why is AMD stock soaring nearly 19% after blockbuster earnings, and are AMD shares signaling Wall Street’s biggest AI power shift yet as demand rewrites the chip playbook?AMD stock up nearly 19% today after blockbuster earnings beat. Something shifted in the semiconductor world on Wednesday, May 6, 2026. AMD ...
- AMD forecasts revenue above expectations on strong AI demand, shares jump 12%Advanced Micro Devices anticipates strong second-quarter revenue driven by high demand for its AI chips. The company's data center segment ...
- AMD Stock price jumps big after Advanced Micro Devices earnings call forecast second-quarter revenue above Wall Street expectationsAMD Stock Price: Advanced Micro Devices forecast second-quarter revenue above Wall Street expectations on Tuesday.
- Why US stock market surging big today on final day of April? Dow Jones, S&P 500 and Nasdaq all in green as Dow jumps record 500 points — Nvidia, Intel and Meta Platforms stocks crashUS stock market surging big today. Dow Jones, S&P 500 and Nasdaq rally as Dow jumps record 500 points. A powerful mix of blowout earnings, ...
- Why are oil prices up now, and will Brent, US WTI crude rates continue to rise or drop again? Global markets react to Iran war, UAE exit from OPEC, and AI stock worriesWhy are oil prices up now, and will Brent, US WTI crude rates continue to rise or drop again? Oil prices climbed as the Iran conflict disru...
- Why US stock market indexes S&P 500 and Nasdaq registered gains while Dow Jones crashed today? Full explainer on biggest gainers and losers, earnings week, oil prices, Iran tensions, Federal Reserve outlookWhy US stock market indexes S&P 500 and Nasdaq registered gains while Dow Jones crashed today? US stocks moved in mixed directions as inves...
- US stocks: S&P 500, Nasdaq, close slightly up in cautious start to a heavy earnings weekU.S. stocks saw modest gains as the S&P 500 and Nasdaq eked out small increases in muted trading. Investors are digesting recent record hig...
- Shots fired in the AI war: US and China clash over code and controlThe US-China AI rivalry has intensified, moving beyond innovation to a battle for talent, IP, and strategic tech. China's blocking of Meta'...
- After tariff wars, Trump is opening a new front in US-China rivalryThe US accuses China of stealing AI intellectual property, escalating the tech rivalry beyond tariffs. This move, potentially impacting chi...
- Chinese chipmakers claim nearly half of local market as Nvidia's lead shrinksThe gains come as Beijing grows increasingly cautious about dependence on foreign chips, pushing government agencies and companies to ado...
- Meta unveils two new Ray-Ban prescription smart glassesMeta Platforms has introduced two new Ray-Ban prescription smart glasses. This move expands their range of AI-powered gadgets. Meta is inve...
- Meta’s AI smart glasses under scrutiny after investigation reveals sensitive contentContract workers reviewing videos for data annotation reportedly encountered highly sensitive material, including bank information, nudity,...
- Meta Connect 2025: Hypernova smart glasses, gesture-control wristband and moreMeta Platforms is set to reveal Hypernova smart glasses with a display and a gesture-control wristband at its annual Connect conference. Pr...
- Smart glasses market surges 110% in H1 2025, with new Meta, Xiaomi launchesGlobal smart glasses shipments surged by 110% YoY in the first half of 2025, fueled by Ray-Ban Meta's success and the rise of AI-powered mo...
- Meta expects first shipments of new Nvidia chips later this yearMeta Platforms prepares for new Nvidia B200 chip, enhancing AI capabilities. Mark Zuckerberg discloses chip stockpile strategy and plans fo...
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