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Microsoft$Meta Platforms(META.US) Meta stock rose 8.8% after news that the company is launching a cloud infrastructure business to sell access to its AI capabilities. This strategic shift aims to monetize Meta's data centers, converting them into a recurring revenue stream while competing with AWS and Microsoft Azure. Despite some legal and market pressures, strong Q1 earnings and continued advertising revenue growth suggest a positive outlook for Meta’s transition into a diversified tech company. However, this comes a temporary relief and the stock slides back below $600 today with investors still concerned over Meta's huge Capex. It will take months before the strategic pivot shows up in earnings. @Bridge Buzz SG
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