HSBC Says Twilio’s Meta Muse Rally Has Gone Too Far
HSBC argues that the 30% jump since Meta launched Muse overstates how much additional revenue Twilio will capture.
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HSBC argues that the 30% jump since Meta launched Muse overstates how much additional revenue Twilio will capture.
The Financial Times reports Amazon is the hyperscaler behind Fermi America’s new 600 MW power deals following the breakdown of 2025 talks.
Meta’s internal prediction market app Takes lets employees bet with credibility points instead of cash. Launch plans remain unclear.
Nvidia’s board has sounded out Arm CEO Rene Haas after Jensen Huang resigned. The search for a permanent chief executive continues.
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