(Bloomberg) – A day, US shares of technology lost nearly a trillion dollars on concerns about the spending of artificial intelligence, Meta Platforms reached a record level – indicating that investors were keeping faith when it came to its AI’s plans.
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One of the parents on Facebook saw his store without tightening through the imagined challenge that was presented by the Chinese company Deepseek – which was designed as the artificial intelligence model, such as Llama’s Meta. The last Meta strength contrasts, unlike Microsoft Corp. , Which has seen its shares stumbled on concerns about the spending of heavy artificial intelligence – including its share in Openai, a major competitor to Deepseek.
The reports of both companies on Wednesday, and the return they get from artificial intelligence will be a major topic.
“Meta is in a long -term position with artificial intelligence than Microsoft, and Deepseek’s success checks its open source strategy,” said Jin Monster, co -founder and administrative partner of Deepwateer Management. He added that Lama can become “The Deepseek of the West” where it is unlikely that American companies are building a China -based model.
According to Monster, investors welcomed dead spending because of the possibility that artificial intelligence would improve participation and advertising. In comparison, “Microsoft’s Amnesty International Road has become less clear in the past few months, and the effect will be less urgent.”
The highest performance among the best wonderful seven this month, Meta shares increased by 16 % in January, on the right track of the largest profit for it since February and the construction of a gathering last year by more than 65 %. Microsoft increased by 6 % this year, only 12 % increased over 2024. META shares rose 3 % on Tuesday, its seventh positive session in a row, while Microsoft increased by 2.8 %.
Both confirmed the obligation to spend. Mita said on Friday that she plans to invest up to $ 65 billion in artificial intelligence projects in 2025, more than expected. Microsoft plans to spend $ 80 billion in this fiscal year.
Disappoishes two reports in Microsoft, and its spending has been scrutinized, especially amid the signs of artificial intelligence services to it only gaining a limited traction. On the contrary, Meta said in the last quarter of that artificial intelligence had a “positive effect on almost all aspects of our work”, where contributing to opinion, the batch of spending is a sign of faith in its own strategy.
“It seems that the market embraces this because it is believed that Meta is spending more because it sees a good return,” said David Katz, the chief investment official of Matrix Asset Advisors. “The displacement of this spending is the effect on profitability, and this is not clear at the present time.” However, “the market gives dead the benefit of doubt.”
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