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Multiple teams at Meta have again announced layoffs, Zuckerberg's "efficiency year" continues.
①Meta entered the 'Efficiency Year' since 2022, having cut nearly 21,000 people in the past two years; ②On Wednesday, Meta confirmed reorganizations in multiple teams, including Reality Labs, Instagram, and WhatsApp.
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Tech giants' financial reporting season is coming again, and this time the focus is still on: nvidia and capital expenditures.
Analysts believe that considering the expensive stock price and the high base of the same period last year, nvidia's Q3 performance may "face challenges", investors closely watching its AI investment and Blackwell chip situation; On the capital expenditure side, Wall Street generally expects it to continue to surge, but still bullish on AI potential.