EUA e Irão chegam a acordo sobre cessar-fogo após troca intensa de ameaças

[Lisboa_Casino]

Está cotada no NYSE (embora apareça listada no próprio site do Nasdaq, que é de onde retiro os valores).

Como o site tem % de peso de cada componente eu tenho estado a considerar como valida... Ma vou verificar a metodologia de construção e obter a mais recente distribuição.......... No entanto vou ver para o NDX que me interessa mais... mais não deve ser diferente no topo,

Obrigado,

Ca vai a oficial a Dezembro de 2025

Inclui a PALANTIR . A TSM não faz parte do TOP10

Na atual composição o TOP , representa cerca de 50% do Indice ,


https://indexes.nasdaqomx.com/docs/FS_NDX.pdf

[Lisboa_Casino]

Está cotada no NYSE (embora apareça listada no próprio site do Nasdaq, que é de onde retiro os valores).

Como o site tem % de peso de cada componente eu tenho estado a considerar como valida... Ma vou verificar a metodologia de construção e obter a mais recente distribuição.......... No entanto vou ver para o NDX que me interessa mais... mais não deve ser diferente no topo,

Obrigado,

[MarcoAntonio]

Está cotada no NYSE (embora apareça listada no próprio site do Nasdaq, que é de onde retiro os valores). A Berkshire também está listada no NYSE.

[Lisboa_Casino]

Tradicionalmente considerada uma das 7 magníficas, Meta cai para 9º lugar nas capitalizações...

Top 10 do Nasdaq:

4,07 milhões de milhões - Nvidia
3,65 milhões de milhões - Apple
3,33 milhões de milhões - Google C*
2,66 milhões de milhões - Microsoft
2,14 milhões de milhões - Amazon
1,70 milhões de milhões - TSM
1,43 milhões de milhões - Broadcom
1,35 milhões de milhões - Tesla
1,33 milhões de milhões - Meta
1,04 milhões de milhões - Berkshire

Marco .. a TSM não me parece que conste dos indices. pelo menos do NDX não consta do TOP10, Estarei errado???

Como contributo para o NDX , baseio -me nos dados do Slickcharts

# Company Symbol Weight Price Chg % Chg
1 Nvidia NVDA 13.21% 167.03 -4.21 (-2.46%)
2 Apple Inc. AAPL 11.85% 247.95 -4.94 (-1.95%)
3 Microsoft MSFT 8.62% 356.48 -9.49 (-2.59%)
4 Amazon AMZN 6.95% 198.88 -8.66 (-4.18%)
5 Alphabet Inc. GOOGL 5.56% 273.24 -7.69 (-2.74%)
6 Alphabet Inc. (C 5.19% 272.77 -7.97 (-2.84%)
7 Broadcom Inc.AVGO 4.61% 299.25 -10.17 (-3.29%)
8 Tesla, Inc. TSLA 4.40% 360.65 -11.46 (-3.08%)
9 Meta Platforms MET 4.30% 522.58 -24.96 (-4.56%)
10 Walmart WMT 3.19% 122.79 0.61 (0.50%)
11 ASML ASML 1.63% 1299.50 -30.00 (-2.26%)

https://www.slickcharts.com/nasdaq100


Tal como refiro .... se estiver errado é o consta do Site...........

Abco

[MarcoAntonio]

Tradicionalmente considerada uma das 7 magníficas, Meta cai para 9º lugar nas capitalizações...

Top 10 do Nasdaq/NYSE:

4,07 milhões de milhões - Nvidia
3,65 milhões de milhões - Apple
3,33 milhões de milhões - Google C*
2,66 milhões de milhões - Microsoft
2,14 milhões de milhões - Amazon
1,70 milhões de milhões - TSM
1,43 milhões de milhões - Broadcom
1,35 milhões de milhões - Tesla
1,33 milhões de milhões - Meta
1,04 milhões de milhões - Berkshire

[MarcoAntonio]

Ainda sobre o tema:

Meta e Google culpadas de criar dependência. Indemnização supera os três milhões - Tecnologias - Jornal de Negócios

Uma utilizadora, agora com 20 anos, alega que ficou dependente das plataformas de redes sociais em criança, o que a levou a sofrer uma crise de saúde mental. Empresas enfrentam em elevado risco financeiro devido a milhares de outros processos semelhantes.

[Lisboa_Casino]

Isto tem sido bastante mais discutido nos últimos meses, não só por uma série de processos que foram colocados entretanto, mas também porque diversos leaks e whistleblowers têm indicado que estas techs estão completamente conscientes do comportamento adictivo (apesar de publicamente o negarem).

‘We’re basically pushers’: Court filing alleges staff at social media giants compared their platforms to drugs

Google, Meta, push back on addiction claims in landmark social media trial

Investigação interna por parte das próprias tech:

Facebook negatively impacts sleep, work, relationships for about 1 in 8 users, documents show

Meta’s own research found parental supervision doesn’t really help curb teens’ compulsive social media use


Isto já vem de 2021:

The Facebook Whistleblower Revealed Herself on 60 Minutes. Here’s What You Need to Know

She submitted tens of thousands of those documents to the Securities and Exchange Commission and to Congress. She was also the primary source of the Journal’s Facebook Files stories last month that exposed how Facebook’s algorithm fosters anger to drive engagement, how it favors high-profile users, and how Instagram made nearly one-third of teenage girls who use it feel worse about their bodies.

Para lá até da questão do comportamento adictivo, são revelações como estas que têm estado por detrás das cada vez mais frequentes proibições das redes sociais a crianças e adolescentes.

À Vontade não´é à Vontadinha !!!!


O cumprimento da Lei tem de ser igual para todos

[b] OFF LINE ou ON LINE !!!![/b

Valorizar a informação Punir a desinformação é o caminho !!!

Taxar ON LINE ! Apoiar OFF LINE !!!

[MarcoAntonio]

Isto tem sido bastante mais discutido nos últimos meses, não só por uma série de processos que foram colocados entretanto, mas também porque diversos leaks e whistleblowers têm indicado que estas techs estão completamente conscientes do comportamento adictivo (apesar de publicamente o negarem).

‘We’re basically pushers’: Court filing alleges staff at social media giants compared their platforms to drugs

Google, Meta, push back on addiction claims in landmark social media trial

Investigação interna por parte das próprias tech:

Facebook negatively impacts sleep, work, relationships for about 1 in 8 users, documents show

Meta’s own research found parental supervision doesn’t really help curb teens’ compulsive social media use


Isto já vem de 2021:

The Facebook Whistleblower Revealed Herself on 60 Minutes. Here’s What You Need to Know

She submitted tens of thousands of those documents to the Securities and Exchange Commission and to Congress. She was also the primary source of the Journal’s Facebook Files stories last month that exposed how Facebook’s algorithm fosters anger to drive engagement, how it favors high-profile users, and how Instagram made nearly one-third of teenage girls who use it feel worse about their bodies.

Para lá até da questão do comportamento adictivo, são revelações como estas que têm estado por detrás das cada vez mais frequentes proibições das redes sociais a crianças e adolescentes.

[Opcard33]

Que consequências?

Na Califórnia.

O primeiro de 3.000 processos.

Um processo contra o Meta, Snapchat, TikTok e YouTube.

Um processo que está a ser acompanhado de perto pela indústria das redes sociais, segundo o WSJ.

Uma mulher, agora com 20 anos, está a processar por vício, que começou quando tinha 16 anos.

Um vício que a levava a passar até 16 horas por dia nas redes sociais, o que lhe provocou depressão e graves problemas de saúde.

Depois do álcool e do tabaco, agora as redes sociais estão a ser processadas por vício.

[MarcoAntonio]

Bill Ackman entra no capital da Meta. Vê “avaliação profundamente descontada” - Bolsa - Jornal de Negócios

As ações da dona do Facebook caíram 16% nos últimos 12 meses devido aos receios de que a empresa esteja a gastar demasiado em inteligência artificial. O fundo considera que as preocupações estão a subestimar o potencial de crescimento a longo prazo.

[MarcoAntonio]

Dona do Facebook vai usar energia nuclear para impulsionar ambições com IA - Tecnologias - Jornal de Negócios

Mark Zuckerberg quer aumentar a sua posição no mundo de inteligência artificial e traçou grandes contratos para consumir e pagar energia nuclear, potencializando os seus negócios.

[MarcoAntonio]

Aqui fica também o update à Meta. Começou a dar sinais de fragilidade no verão, com divergências no volume e momentum e é agora, faz algumas semanas/meses, a "magnífica" com o pior desempenho:

[MarcoAntonio]

A batalhar-se com os 600 dolares há algumas sessões:

[MarcoAntonio]

Update (actualizado com o fecho):

[MarcoAntonio]

[richardj]

Uma possível boa altura para entrar, o imposto de 16bi é um One off. Mesmo o CAPEX no AI vai dar retorno , vão conseguir fazer muita mais com o mesmo ou menos pessoas. A margem continua boa, e se conseguirem comprar parte da tik TOK USA, ouro sobre azul.

[MarcoAntonio]

[MarcoAntonio]

Mínimos desde junho com a queda de hoje.

A estes valores também é ultrapassada pela Broadcom em termos de capitalização, caindo para sétimo lugar no Nasdaq...

[MarcoAntonio]

[MarcoAntonio]

Update:

[MarcoAntonio]

Fwiw, divergências no momentum e volume...

Entretanto hoje esperam-se os resultados da Nvidia, após o fecho.

[MarcoAntonio]

Meta Superintelligence Labs is already losing key staff less than two months after launch

• Some of Meta's AI staff are exiting its new superintelligence division.
• These departures follow Meta's push to compete with OpenAI and Google.
• Meta says the departures are mostly from longtime AI employees, and some attrition is "normal."

Meta's high-stakes bet on "superintelligence" is showing early cracks.

At least eight employees, including researchers, engineers, and a senior product leader, have left the company less than two months after CEO Mark Zuckerberg announced a brand new division called Meta Superintelligence Labs (MSL) aimed at bringing "personal superintelligence" to everyone.

The departing employees are mostly veterans who helped build some of Meta's core AI infrastructure, along with some newer hires lured by Zuckerberg's pitch to join MSL.

(...)

Wu told Business Insider that some Meta AI workers felt work was unstable at times due to constant reorganizations.

"Speaking generally and not for myself, a lot of people in the AI team maybe feel things are too dynamic," he said. "There were a lot of organizational changes — actually, my manager changed several times."

(...)

Some longtime Meta veterans are leaving

Bert Maher, who spent 12 years at Meta and was deeply involved in building some of its most important AI tools, left earlier this week to join Anthropic. At Meta, Maher helped to develop PyTorch, an open-source software that has become one of the most widely used tools for training and testing AI systems. He also worked on Triton, a programming language and compiler for making AI models run more efficiently. In a post on X, Maher said that he was excited to make Claude, Anthropic's AI chatbot, "even faster." Maher declined to comment.

(...)

Some recent Meta hires left, too

The recent departures mostly come from the ranks of employees who joined Meta well before it announced its high-profile superintelligence push, though some also include recent hires.

Wired reported that two researchers, Avi Verma and Ethan Knight, left MSL after less than a month and returned to OpenAI, where they had previously worked. Verma left MSL before his start date, a person familiar with the matter told Business Insider. Verma and Knight did not respond to requests for comment.

"During an intense recruiting process, some people will decide to stay in their current job rather than starting a new one. That's normal," the Meta spokesperson said of the new hires.

Rishabh Agarwal, who joined Meta from Google DeepMind in April, decided to leave after just five months. In a post on X, Agarwal praised Meta's "talent and compute density" and said that he wanted to take "a different kind of risk."

According to a person familiar with the matter, Agarwal is joining Periodic Labs, a new AI startup founded by former OpenAI and DeepMind researchers that is using AI to study and discover new physical materials.

Business Insider

[MarcoAntonio]

Mais alguns tidbits acerca da reestruturação e reorientação da Meta no domínio dos modelos AI. Parceria com a Midjourney anunciada no x/twitter para a área de geração de imagem e video. Segundo o artigo, também começou a utilizar internamente os modelos da concorrência para o desenvolvimento de código (uma matéria que já tinha sido coberta há semanas atrás pela Business Insider).

Meta to license AI technology from start-up as in-house models lag rivals

Partnership with Midjourney marks shift away from internal product development



Meta will license technology from artificial intelligence image and video generation start-up Midjourney, as the social media group shifts towards working with third parties as its struggle to keep pace with rivals.

(...)

The tie-up will allow Meta to develop and integrate multimedia AI generation features into its apps, as chief executive Mark Zuckerberg has indicated that he expects AI-generated content to become more prominent on the platform.

(...)

The Midjourney partnership marks a shift by Meta away from building all of its AI models and products in house, after its existing ones began to lag rivals.

In 2024 Meta rolled out an image generation tool called Imagine, which allows users to generate images from text prompts. Last October it shared a research paper on a movie generation model, Movie Gen, that will generate and edit videos based on text prompts. Meta promised to integrate it fully into Instagram in 2025.

However, the integration has yet to happen and industry insiders say the model already appears antiquated compared with Google’s Veo 3 and OpenAI’s Sora models, which have been released to consumers.

The social media company had also abandoned plans to publicly release its flagship Behemoth large language model, according to people familiar with the matter, focusing instead on building new models.

Meta had started using third-party models internally for tasks such as coding, according to multiple people familiar with the matter, as faith in its Llama models has waned.

(...)

FT

[MarcoAntonio]

O tema já foi coberto nos artigos anteriores, mas aqui fica a versão do WSJ, bastante completa:

Meta Freezes AI Hiring After Blockbuster Spending Spree

Company reorganizes its sprawling artificial-intelligence operation, whose spiraling cost has drawn investor scrutiny


Meta Platforms has frozen hiring in its artificial-intelligence division after spending months scooping up 50-plus AI researchers and engineers, according to people familiar with the matter.

The hiring freeze, which went into effect last week and coincides with a broader restructuring of the group, also prohibits current employees from moving across teams inside the division. The duration of the freeze wasn’t communicated internally.

There might be exceptions to the block on external hires, but they would need permission from Meta’s chief AI officer, Alexandr Wang, the people said.

A Meta spokesperson confirmed the freeze, characterizing it as “basic organizational planning: creating a solid structure for our new superintelligence efforts after bringing people on board and undertaking yearly budgeting and planning exercises.”

While all of the top AI companies have hired aggressively this year, Meta has most often pushed the pace of the talent war, offering prized researchers pay packages worth nine figures and using so-called reverse acquihires to strip startups of key leaders. Analysts have voiced concerns about the scale of leading tech firms’ investments, with some singling out Meta’s fast-rising stock-based compensation costs as a potential threat to shareholder returns.

The recent restructuring inside Meta divides its AI efforts into four teams: one working on superintelligence, called TBD Lab, that houses many of the new hires; a second working on AI products; a third working on infrastructure; and a fourth dedicated to projects with a longer time horizon and more exploration, the people said. The latter, called Fundamental AI Research, remains largely untouched in the reorganization.

The four groups sit within the umbrella of Meta Superintelligence Labs, a name that reflects Chief Executive Mark Zuckerberg’s recent emphasis on building computer systems that can outperform the smartest humans on cognitive tasks. The Information previously reported some details of Meta’s AI reorganization.

Previously, Meta had a team called AGI Foundations, which worked on the latest versions of the company’s large language models, known as Llama. The team drew criticism from executives this spring after the release of the latest Llama models underperformed expectations. It was dissolved as part of the reorganization.

At least three members of the previous AGI Foundations team said internally that they were leaving the company around the time of Meta’s latest vesting date, Aug. 15, according to internal posts viewed by The Wall Street Journal.

It was after the Llama model release in April that Zuckerberg became personally involved in recruiting AI researchers. He approached employees of OpenAI, Google DeepMind and other labs with email overtures and WhatsApp messages that quickly led to offers that in some cases reached $100 million in total compensation. His offer to one researcher—Thinking Machines Lab co-founder Andrew Tulloch—could have been worth as much as $1.5 billion. (Tulloch declined the offer.)

To spearhead Meta’s AI efforts, Zuckerberg hired Scale AI co-founder Wang, securing him by paying $14 billion for a stake in his company. He also brought on former GitHub CEO Nat Friedman and Safe Superintelligence co-founder Daniel Gross, whose courtship involved Meta offering to buy a stake in their venture firm.

As of mid-August, Meta had successfully hired more than 20 researchers and engineers from OpenAI for the effort, at least 13 from Google, three from Apple, three from xAI and two from Anthropic for a total of 50-plus new employees.

Mounting concern from investors over the costs of the tech giants’ AI buildout has played a role in this week’s selloff of technology stocks. In an Aug. 18 research note, analysts at Morgan Stanley warned that the fast-rising stock-based compensation offered by Meta and Google to lure AI talent could threaten their ability to return capital to shareholders via buybacks. Lavish spending on talent, the analysts wrote, “has the potential to drive AI breakthroughs with massive value creation or could dilute shareholder value without any clear innovation gains.”

WSJ

[MarcoAntonio]

Meta congela novas contratações em IA, depois de acenar cheques milionários - Tecnologias - Jornal de Negócios

A dona do Facebook está a começar uma reestruturação na área da inteligência artificial. Com a divisão da unidade em quatro frentes de ataque, Mark Zuckerberg pausou a procura por novos talentos.