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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thoughts](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thoughts) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - 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[russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 5 Dec 2024 - - - #### Meta Platforms $META is seeking as much as 4 gigawatts of new nuclear energy to run data centers and support the 🇺🇸 electric grid, starting in the early 2030s Bloomberg, Evan @StockMKTNewz [#meta|](https://blog.syzgroup.com/syz-the-moment/tag/meta) [#energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) ![Meta Platforms $META is seeking as much as 4 gigawatts of new nuclear energy to run data centers and support the 🇺🇸 electric grid, starting in the early 2030s](https://blog.syzgroup.com/hubfs/10-Dec-05-2024-05-01-18-7380-PM.jpg) ![Meta Platforms $META is seeking as much as 4 gigawatts of new nuclear energy to run data centers and support the 🇺🇸 electric grid, starting in the early 2030s](https://blog.syzgroup.com/hubfs/10-Dec-05-2024-05-01-18-7380-PM.jpg) 29 Oct 2024 - - - #### $META is developing an AI search engine to lessen reliance on Google and Microsoft. #meta #nvda #googl [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![$META is developing an AI search engine to lessen reliance on Google and Microsoft.](https://blog.syzgroup.com/hubfs/13-Oct-29-2024-02-40-24-1336-PM.jpg) ![$META is developing an AI search engine to lessen reliance on Google and Microsoft.](https://blog.syzgroup.com/hubfs/13-Oct-29-2024-02-40-24-1336-PM.jpg) 9 Oct 2024 - - - #### $META is up 70% this year and has soared 550% since bottoming in October 2022 If you invested $10,000 in October 2022, you would have over $65,000 Source: Stocktwits [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![$META is up 70% this year and has soared 550% since bottoming in October 2022](https://blog.syzgroup.com/hubfs/10-Oct-09-2024-12-34-05-5001-PM.jpg) ![$META is up 70% this year and has soared 550% since bottoming in October 2022](https://blog.syzgroup.com/hubfs/10-Oct-09-2024-12-34-05-5001-PM.jpg) 8 Jul 2024 - - - #### All it took was a little rebranding. $META Source: Trend Spider [#markets|](https://blog.syzgroup.com/syz-the-moment/tag/markets) [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![All it took was a little rebranding. $META](https://blog.syzgroup.com/hubfs/1720345996383.jpg) ![All it took was a little rebranding. $META](https://blog.syzgroup.com/hubfs/1720345996383.jpg) 24 Jun 2024 - - - #### JUST IN: \*META, APPLE REPORTEDLY DISCUSSED AI COOPERATION - WSJ The Wall Street Journal is reporting that Apple and Meta have discussed a partnership that would see Meta AI models integrated into iOS 18 for Apple Intelligence. This integration would likely be similar to the deal Apple has struck with ChatGPT, which is currently the only third-party partner for Apple Intelligence. [#apple|](https://blog.syzgroup.com/syz-the-moment/tag/apple) [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![JUST IN: \*META, APPLE REPORTEDLY DISCUSSED AI COOPERATION - WSJ](https://blog.syzgroup.com/hubfs/8-Jun-24-2024-01-20-52-6720-PM.jpg) ![JUST IN: \*META, APPLE REPORTEDLY DISCUSSED AI COOPERATION - WSJ](https://blog.syzgroup.com/hubfs/8-Jun-24-2024-01-20-52-6720-PM.jpg) 25 Apr 2024 - - - #### Meta plunges 18% on weak revenue guidance even as first-quarter results top estimates. $META Meta Q1 FY24: Daily active people +7% Y/Y to 3.2B. Ad impressions +20% Y/Y. • Revenue +27% Y/Y to $36.5B ($0.2B beat), the fastest rate of expansion for any quarter since 2021. • Operating margin 38% (+13pp Y/Y). • FCF margin 34% (+10pp Y/Y). • EPS $4.71 ($0.39 beat). • FY24 Capex $35-40B ($30-$37B prev.) • Net income more than doubled to $12.37 billion, or $4.71 per share, from $5.71 billion, or $2.20 per share, a year ago. One reason for the pop in net income is that, while revenue growth accelerated, sales and marketing costs dropped 16% in the quarter from a year earlier. Meta said it expects sales in the second quarter of $36.5 billion to $39 billion. The midpoint of the range, $37.75 billion, would represent 18% year-over-year growth and is below analysts’ average estimate of $38.3 billion. The stock selloff accelerated early in the earnings call after Zuckerberg jumped into his discussion about investments, namely in areas like glasses and mixed reality, where the company doesn’t currently make money. The company no longer reports daily active users and monthly active users. It now gives a figure for what it calls “family daily active people.” That number was 3.24 billion for March 2024, a 7% increase from a year earlier. Meta has raised investor expectations due to its improved financial performance in recent quarters, leaving little room for error. The stock is up about 40% this year after almost tripling last year. Source: App Economy Insight, CNBC [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![Meta plunges 18% on weak revenue guidance even as first-quarter results top estimates.](https://blog.syzgroup.com/hubfs/5-Apr-25-2024-12-37-05-8808-PM.jpg) ![Meta plunges 18% on weak revenue guidance even as first-quarter results top estimates.](https://blog.syzgroup.com/hubfs/5-Apr-25-2024-12-37-05-8808-PM.jpg) 25 Apr 2024 - - - #### BREAKING: Meta stock, $META, has now erased $240 BILLION of market cap after reporting earnings, down as much as 19%. If $META closes at current levels tomorrow, it will mark the BIGGEST EVER 1-day loss of market cap by a stock. The previous record is also held by $META when the stock shed $232 billion on February 3rd, 2022. Source: The Kobeissi Letter [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![BREAKING: Meta stock, $META, has now erased $240 BILLION of market cap after reporting earnings, down as much as 19%.](https://blog.syzgroup.com/hubfs/4-Apr-25-2024-12-34-36-5086-PM.jpg) ![BREAKING: Meta stock, $META, has now erased $240 BILLION of market cap after reporting earnings, down as much as 19%.](https://blog.syzgroup.com/hubfs/4-Apr-25-2024-12-34-36-5086-PM.jpg) 5 Feb 2024 - - - #### Happy 20th birthday, Facebook To this day, Facebook has never seen a year-over-year drop in active users and once it happens, we won't know, because the company announced that it won't be reporting Facebook user numbers going forward. Instead, the company will focus on metrics that are more relevant to its advertising business, such as changes in ad impressions and the average price per ad at the regional level. source : statista [#meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) ![Happy 20th birthday, Facebook](https://blog.syzgroup.com/hubfs/30.jpg) ![Happy 20th birthday, Facebook](https://blog.syzgroup.com/hubfs/30.jpg) [❮](https://blog.syzgroup.com/syz-the-moment/tag/meta/page/1) [1](https://blog.syzgroup.com/syz-the-moment/tag/meta/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/meta/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/meta/page/3) [❯](https://blog.syzgroup.com/syz-the-moment/tag/meta/page/3) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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