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Google Limits Meta's Gemini Access: AI Compute Shortage Reshapes the Industry

Google Limits Meta's Gemini Access: AI Compute Shortage Reshapes the Industry

Google restricts Meta from using its Gemini AI model, highlighting the global shortage of AI computing power.

Blog Team06/29/2026

As Tech Giants Hit New Highs, Why Is the Market Focusing on Industry Leaders?

As Tech Giants Hit New Highs, Why Is the Market Focusing on Industry Leaders?

Recently, the US stock market has continued its strong performance, with leading tech giants like Nvidia, Microsoft, and Meta consistently attracting investor attention.

Blog Team06/24/2026

Why Has Fiber Optic Valuation Surpassed AI Chips? The Rationale Behind GLW’s 89x P/E Repricing

Why Has Fiber Optic Valuation Surpassed AI Chips? The Rationale Behind GLW’s 89x P/E Repricing

This article examines GLWs 36% growth in optical communications, the multi-billion dollar order pipeline from Amazon and Meta, and Gates genuine US stock trading channel.

Blog Team06/16/2026

SpaceX Surges Nearly 20% on IPO Debut: How a $2 Trillion Market Cap Is Reshaping the Tech Stock Landscape

SpaceX Surges Nearly 20% on IPO Debut: How a $2 Trillion Market Cap Is Reshaping the Tech Stock Landscape

SpaceX debuts with a market capitalization of $2.1 trillion on its first day of trading, surpassing Meta and Tesla to become the largest IPO in human history. This article examines the details behind its $75 billion fundraising and the resulting capital siphoning effect.

Blog Team06/15/2026

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Why Meta’s Strong Earnings Triggered a Stock Sell-Off: AI Investment Cycle, Cash Flow Pressures, and Institutional Divergence

Why Meta’s Strong Earnings Triggered a Stock Sell-Off: AI Investment Cycle, Cash Flow Pressures, and Institutional Divergence

Understanding Institutional Sell-Off Strategies and How to Trade META and Other U.S. Stocks with USDT on Gate

Blog Team06/09/2026

CAPEX Comparison of Tech Giants in 2026: Who’s Investing Most Aggressively in the AI Compute Race—Google, Microsoft, Amazon, or Meta?

CAPEX Comparison of Tech Giants in 2026: Who’s Investing Most Aggressively in the AI Compute Race—Google, Microsoft, Amazon, or Meta?

The combined CAPEX of the four major tech giants is projected to exceed $725 billion in 2026.

Blog Team06/05/2026

Meta AI’s Advertising Revenue Growth Is Reshaping Valuation Logic: Can It Narrow the Gap with Google Further by 2026?

Meta AI’s Advertising Revenue Growth Is Reshaping Valuation Logic: Can It Narrow the Gap with Google Further by 2026?

Analyze the tangible impact of AI on advertising revenue, the structural implications of raising capital expenditures to $145 billion, and the valuation logic behind AI monetization in the social media sector.

Blog Team06/03/2026

In-Depth Analysis of the Morpho Protocol: How Meta-Lending Architecture Is Reshaping the DeFi Lending Market

In-Depth Analysis of the Morpho Protocol: How Meta-Lending Architecture Is Reshaping the DeFi Lending Market

This article offers an in-depth breakdown of its protocol design secrets and compares its architecture with Aave.

Blog Team05/15/2026

Meta Returns to Crypto Payments: USDC-Powered Stablecoin Rails for the Creator Economy

Meta Returns to Crypto Payments: USDC-Powered Stablecoin Rails for the Creator Economy

This article provides an in-depth analysis of the far-reaching impact this move will have on the creator economy and the crypto industry, examining the issue from four perspectives: an overview of the event, lessons learned from Libra/Diem, industry logic, and risk assessment.

Blog Team05/07/2026