Meta Stock Falls Amid AI Concerns, Nvidia Leads AI Advancements

Meta Falls into Negative Territory Amid AI Investment Concerns

Meta Platforms (META), the parent company of Facebook, has recently entered negative territory for the year, marking the last of the "Magnificent Seven" tech stocks to lose its year-to-date gains. The company's stock dropped 3.7%, continuing a recent sell-off, and is now down 0.5% for the year. This decline is notable following a historic rebound where the stock rose for 20 consecutive trading days, peaking at a nearly 26% increase in 2025, only to erase all gains since then.

KeyBanc Capital Markets analyst Justin Patterson cited increased macroeconomic uncertainty as a reason for lowering Meta's price target from $750 to $710. He noted that investments in AI have reduced Meta's financial flexibility, increasing fixed costs and limiting its ability to cut expenses during economic downturns.

Nvidia Bets on High Demand for More Computing Power with New AI Chip

Nvidia bets on high demand for more computing power with new AI chip. CEO Jensen Huang unveils Vera Rubin semiconductor and says appetite for ever-faster ones and software will continue to grow.

Can You Spot AI-Generated Art?

Art, artificial intelligence -- and is it cake, or not? The line between reality and AI-generated content is blurring, and it's becoming increasingly difficult to spot the fake. Griffin Smith, an art and artificial intelligence instructor at the Rhode Island School of Design, says that AI is just a new extension of trying to be literate on the internet, which means not believing everything you see, understanding how it got to you, and fact-checking it with other sources.

Walmart Develops AI Assistant That Helps Merchants Source Products

Walmart has developed a generative artificial intelligence (AI)-powered assistant to help its merchants source items for its shelves and its online store. The AI assistant, dubbed “Wally,” generates insights from complex datasets, diagnoses why products are under- or overperforming, answers operational questions, raises tickets for unresolved issues, and automates complex formulas and predictions.

Nvidia CEO Huang Says Chipmaker Well Positioned for Shift in AI

Nvidia CEO Jensen Huang said the company was well placed to navigate a shift in the artificial intelligence industry, in which businesses are moving from training AI models to getting detailed answers from them. Huang announced new chips, including its next GPU chip Blackwell Ultra, which will be available in the second half of this year.

Featherless.ai: Investment Raised From Airbus Ventures

Airbus Ventures announced it is investing in Featherless.ai, the leading serverless AI inference platform. Featherless.ai’s innovation optimizes GPU utilization, eliminates costly downtime, and dramatically reduces operational costs, enabling Featherless.ai to offer AI inference at significantly lower costs.

America Crafts an AI Action Plan

The Trump administration has solicited the public for ideas about how it should proceed with its AI action plan. Officials have already made it clear what kind of actions they’ll support — and which they are likely to forbid. The administration has implemented a new policy that I have called “.” Let any private actor attempt to build models that may someday enable the average user to create novel bioweapons, launch cyberattacks, or create perfectly realistic deepfakes; and let them offer it to anyone.

Nvidia GTC: Top Telco Takeaways: AI-RAN, 6G, AI Factories, and Cute Robots

Nvidia's CEO Jensen Huang showcased the company's vision for AI-driven telco, networking, and robotics transformation at the GTC AI Conference in San Jose, California. The conference highlighted the company's new generation of AI factories, AI-RAN technology, and agentic AI for telco networks.

Lawyers Using AI Produce Better Work in Half the Time, Landmark Study Finds

A study from researchers at the University of Minnesota and University of Michigan law schools has turned the narrative on its head, demonstrating that the latest AI technologies can significantly enhance both the quality and efficiency of legal work while addressing the hallucination problem.

Cisco, Nvidia Team to Deliver Secure AI Factory Infrastructure

Cisco and Nvidia have expanded their partnership to create their most advanced AI architecture package to date, designed to promote secure AI development, deployment, and use. The companies rolled out the Cisco Secure AI Factory with Nvidia, which brings together Cisco security and networking technology, Nvidia DPUs, and storage options from Pure Storage, Hitachi, Vantara, NetApp, and VAST Data.

Key Takeaways

  • Meta's stock has fallen into negative territory for the year, marking the last of the "Magnificent Seven" tech stocks to lose its year-to-date gains.
  • Nvidia is well positioned to navigate a shift in the artificial intelligence industry, in which businesses are moving from training AI models to getting detailed answers from them.
  • Featherless.ai has raised investment from Airbus Ventures to optimize GPU utilization, eliminate costly downtime, and dramatically reduce operational costs.
  • The Trump administration has solicited the public for ideas about how it should proceed with its AI action plan.
  • Nvidia's CEO Jensen Huang showcased the company's vision for AI-driven telco, networking, and robotics transformation at the GTC AI Conference.
  • A study from researchers at the University of Minnesota and University of Michigan law schools has demonstrated that the latest AI technologies can significantly enhance both the quality and efficiency of legal work while addressing the hallucination problem.
  • Cisco and Nvidia have expanded their partnership to create their most advanced AI architecture package to date, designed to promote secure AI development, deployment, and use.

Sources

Meta Nvidia AI Artificial Intelligence Machine Learning Deep Learning AI Investment AI Action Plan AI Ethics AI Security