WS #11169

16:12→16:42 UTC

From 500 msgs · 8 key-dev

Meta plans to sell excess AI compute capacity, causing neocloud stocks (CRWV, NBIS) to drop ~13% and META to rally ~7%.

Meta Cloud Business Rotation

Meta plans to sell excess AI compute capacity, causing neocloud stocks (CRWV, NBIS) to drop ~13% and META to rally ~7%.