--- title: "Meta outperforms the seven tech giants of the US stock market, boosted by favorable reports on AI computing power" type: "News" locale: "en" url: "https://longbridge.com/en/news/292334077.md" description: "On Friday, Meta's stock price outperformed the seven major U.S. tech giants, rising by 5.4%. This was mainly boosted by a report released by research firm SemiAnalysis, which is optimistic about Meta's positioning in data, talent, and computing power, believing it has the potential to catch up with Anthropic and OpenAI in the global large model field. During the same period, giants like Microsoft and Amazon saw smaller gains or declines" datetime: "2026-07-10T14:33:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/292334077.md) - [en](https://longbridge.com/en/news/292334077.md) - [zh-HK](https://longbridge.com/zh-HK/news/292334077.md) --- # Meta outperforms the seven tech giants of the US stock market, boosted by favorable reports on AI computing power Meta outperformed the seven major U.S. tech stocks on Friday, following a report from research firm SemiAnalysis that is optimistic about its artificial intelligence computing power layout. In the report, SemiAnalysis stated: "Building truly cutting-edge large models requires three key elements: data, talent, and computing power. We believe that Meta is the only ultra-large-scale cloud service provider or emerging AI lab that is expected to achieve world-leading levels in all three areas, making it the most likely to catch up with Anthropic and OpenAI." SemiAnalysis also mentioned: "Our latest Tokenomics model predicts that by the end of this year, Meta's AI computing power will surpass that of OpenAI and Anthropic." Additionally, KeyBanc Capital Markets raised Meta's target price from $760 to $790, maintaining an overweight rating. The seven major tech stocks saw Meta rise by 5.4%, Microsoft by 0.6%, Amazon by 0.2%, Tesla by 0.3%, Nvidia by 1%, Alphabet down by 0.9%, and Apple down by 0.5%. Meta has accumulated a rise of 10.5% over the past two trading days. The seven major tech stocks index has risen about 3% this year; this equal-weight index rose 25% in 2025, following a significant increase of 67% in 2024 ### Related Stocks - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md) - [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md) - [AMZZ.US](https://longbridge.com/en/quote/AMZZ.US.md) - [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md) - [METU.US](https://longbridge.com/en/quote/METU.US.md) - [METW.US](https://longbridge.com/en/quote/METW.US.md) - [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md) - [METD.US](https://longbridge.com/en/quote/METD.US.md) - [AMZD.US](https://longbridge.com/en/quote/AMZD.US.md) - [FBL.US](https://longbridge.com/en/quote/FBL.US.md) - [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md) - [AMZW.US](https://longbridge.com/en/quote/AMZW.US.md) - [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md) - [AMZO.US](https://longbridge.com/en/quote/AMZO.US.md) - [AMZY.US](https://longbridge.com/en/quote/AMZY.US.md) - [AZYY.US](https://longbridge.com/en/quote/AZYY.US.md) - [AMZP.US](https://longbridge.com/en/quote/AMZP.US.md) - [MAGX.US](https://longbridge.com/en/quote/MAGX.US.md) - [FBY.US](https://longbridge.com/en/quote/FBY.US.md) - [FBYY.US](https://longbridge.com/en/quote/FBYY.US.md) - [MSFW.US](https://longbridge.com/en/quote/MSFW.US.md) - [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md) - [OpenAI.NA](https://longbridge.com/en/quote/OpenAI.NA.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Meta discontinues AI image feature days after launch](https://longbridge.com/en/news/292362710.md) - [Meta jumps into AI coding market in effort to chase Anthropic and OpenAI](https://longbridge.com/en/news/292212124.md) - [Meta AI image detector fails to identify some of its own cropped AI images, Reuters analysis finds](https://longbridge.com/en/news/292339206.md) - [META Stock Pops as Meta Platforms Launches AI Image Model](https://longbridge.com/en/news/291976054.md) - [Meta Pulls AI Image Feature From Instagram Days After Launch](https://longbridge.com/en/news/292479961.md)