Meta Plunges 20% on AI Costs 11/19/25
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Meta Plunges 20% on AI Costs 11/19/25
Key Stories:
- Alphabet, the parent company of Google and Waymo, is making a significant move, nearing Microsoft’s total market capitalization for the first time in seven years. This climb got a substantial boost after a recent filing revealed that Warren Buffett’s Berkshire Hathaway acquired 17.8 million shares of the tech giant during the third quarter, signaling strong investor confidence. Adding to the momentum, Alphabet also recently unveiled Gemini 3, an advanced update to its own large language model, intensifying its position in the competitive artificial intelligence arms race. Investors are closely watching this market cap rivalry and the continuous developments in AI. Read more
- Shifting focus to another major tech player in the AI landscape, Meta Platforms, the company behind Facebook and Instagram, is currently experiencing a more than 20% stock drawdown. This significant decline comes as Wall Street analysts are intensifying their scrutiny of Meta’s substantial investments and costs associated with artificial intelligence. Specifically, concerns are rising around the company’s extensive cloud deals with key players like Oracle and Google for its AI infrastructure. This highlights the immense financial burden and potential impact on profitability that developing cutting-edge AI capabilities can entail for even the largest tech firms. Read more
- Expanding on the broader artificial intelligence narrative, a new report on the Large Language Model, or LLM, competitive landscape for 2025 outlines key market opportunities and strategic moves. The report emphasizes leveraging advancements in transformer architecture and powerful GPUs to create efficient Generative AI platforms. There’s also a significant focus on capitalizing on the growing enterprise demand for scalable, safe, and cost-effective LLMs. Key players like OpenAI, Google, Microsoft, Amazon, Anthropic, IBM, Meta, and Cohere are all exploring partnerships and differentiation strategies to carve out their share in this rapidly evolving and highly competitive AI market, pointing to continued innovation and consolidation ahead. Read more
Keywords: AI, AI costs, AI landscape, Alphabet, Amazon, Berkshire Hathaway, GOOGL, GPUs, Gemini 3, GenAI, Generative AI, Google, LLM, Large Language Models, META, MSFT, Meta, Meta Platforms, Microsoft, OpenAI, Oracle, Warren Buffett, cloud deals, enterprise AI, investor confidence, investor scrutiny, large language model, market cap, market opportunities, profitability, stock drawdown