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Meta (META) Enters $500 Billion HighMargin Market

Meta (META) Enters $500 Billion HighMargin Market

Meta Platforms (NASDAQ: META) operates the world's largest social media advertising business through Facebook, Instagram and WhatsApp, and its stock…

Meta Platforms (NASDAQ: META) operates the world's largest social media advertising business through Facebook, Instagram and WhatsApp, and its stock jumped 9% on Wednesday after Bloomberg reported the company is preparing to launch its own cloud computing service, a move that would turn Meta into a direct rival to Amazon, Microsoft and Google.

At a Glance

  • Meta shares rose 9% on reports of a new cloud infrastructure business
  • The rally added roughly 150 billion dollars to Meta's market cap
  • Meta would become the fourth hyperscaler to sell cloud services
  • Neocloud names like CoreWeave and Nebius fell double digits on the news
  • Chipmaker Micron also dropped sharply amid concerns over chip supply

A 150 Billion Dollar Reaction to a Cloud Rumor

Meta hasn't confirmed anything officially, but CEO Mark Zuckerberg said weeks ago that a cloud business was

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