meta launches amd while nvidia expands its platform

Key Takeaways

• Meta Platforms plans to cut up to 20% of its workforce, impacting around 16,000 jobs, to fund its AI growth strategy.
• Meta intends to invest up to $600 billion in AI development and data centers by 2028.
• AMD's upcoming MI450 AI accelerator is expected to compete with Nvidia, and AMD has partnered with Meta for AI infrastructure.
• AMD projects significant revenue growth, particularly from its data center segment, making it a strong AI investment.
• Amazon and Microsoft are considered overlooked "Magnificent Seven" AI stocks due to their leading cloud computing services, essential for AI development.
• Peter Thiel's hedge fund, Thiel Macro, sold $74 million in Tesla, Microsoft, and Apple stock in Q4 2025, signaling caution on market valuations.
• Bold Security raised $40 million in funding for its AI endpoint protection platform, which monitors employee and AI tool activity on enterprise devices.
• Adobe's stock dropped 12.1% after its Q1 2026 earnings report and news of CEO Shantanu Narayen's planned departure, as its AI strategy is under investor scrutiny.
• Remitly Global uses AI to improve customer service and stablecoins to lower costs, growing to 9.3 million active customers with 26% revenue growth last quarter.
• Cathie Wood's Ark Innovation ETF purchased $2 million of Tempus AI stock, a healthcare technology company using AI for diagnostics and drug development.

Meta plans major job cuts to fund AI growth

Meta Platforms may cut up to 20% of its workforce, affecting around 16,000 jobs, to increase investments in artificial intelligence. This potential move follows significant spending on AI development and data centers, with plans to invest up to $600 billion by 2028. While a Meta spokesperson called the reports speculative, the company has previously reduced staff in 2022 and 2023. This strategy reflects a broader trend in tech where companies use AI tools to boost efficiency and reduce reliance on large teams.

Meta eyes 20% job cuts for AI funding

Meta Platforms is reportedly considering eliminating up to 20% of its workforce, which could impact nearly 15,800 jobs, to support its massive AI investments. The company plans to spend an estimated $600 billion on AI and data centers by 2028. This potential restructuring would be larger than previous layoffs in 2022 and 2023. A Meta spokesperson described the reports as speculative, but the company's focus on AI efficiency is clear, mirroring trends seen at other tech firms like Amazon and Block.

Meta plans layoffs amid rising AI costs

Meta Platforms is reportedly planning significant layoffs as it increases its investment in artificial intelligence. While no specific date or final numbers have been set, executives have begun discussing these plans with senior leaders. If Meta cuts 20% of its workforce, it would be the largest reduction since its "year of efficiency" restructuring in 2022 and 2023. This move aligns with a broader industry trend where companies are using AI advancements to drive changes in their operations.

AMD stock is a strong AI investment

Advanced Micro Devices (AMD) is highlighted as a stock unlikely to be sold due to its strong performance under CEO Lisa Su and its growing role in the AI market. AMD's upcoming MI450 AI accelerator is expected to compete strongly with Nvidia's offerings. The company recently partnered with Meta Platforms for its AI infrastructure and projects significant revenue growth, especially in its data center segment. AMD's valuation is also seen as favorable compared to the S&P 500, suggesting potential for future stock gains.

AMD stock a top AI pick for investors

Advanced Micro Devices (AMD) is presented as a long-term investment that investors may never want to sell, thanks to its strong leadership and advancements in AI technology. CEO Lisa Su has successfully transformed the company, making its CPUs and GPUs essential for AI. AMD's new MI450 AI accelerator is poised to challenge Nvidia, and a recent deal with Meta Platforms highlights its growing importance. The company anticipates substantial revenue growth, particularly from its data center segment, making it a formidable competitor in the AI chip industry.

Bold Security raises $40 million for AI endpoint protection

Cybersecurity startup Bold Security has successfully raised $40 million in a funding round led by Bessemer Venture Partners. The company focuses on monitoring employee and AI tool activity on enterprise edge devices to reduce real-time security risks. Founded by experienced entrepreneurs, Bold Security is already working with Fortune 500 clients like Shutterfly and Tekion. Their platform uses edge AI to actively protect devices by running AI directly on them, addressing security gaps created by the AI boom.

Peter Thiel sells AI stocks, warns Wall Street

Hedge fund Thiel Macro, run by billionaire Peter Thiel, sold its stakes in Tesla, Microsoft, and Apple in the fourth quarter of 2025, totaling $74 million. This move follows a similar decision in late 2019, which helped Thiel avoid losses but miss out on significant gains. The S&P 500 is currently trading at a historically expensive valuation, with historical data suggesting potential market declines. While Wall Street analysts generally view Tesla, Microsoft, and Apple as undervalued, Thiel's actions signal caution.

Adobe stock drops on CEO change and AI strategy

Adobe's stock fell 12.1% following its first-quarter 2026 earnings report, which included revenue of $6.40 billion and net income of $1.89 billion. The company also announced plans for a leadership transition as CEO Shantanu Narayen prepares to step down. Investors are assessing how Narayen's exit and Adobe's AI-focused strategy, including partnerships like the expanded Major League Baseball deal, will impact its future direction and profitability. An aggressive $21.26 billion share repurchase program is also a key factor.

Remitly Global stock is a hidden AI winner

Remitly Global, a remittance platform, is identified as a potential AI winner despite market perceptions. While some investors worry about disruption from stablecoins and AI, Remitly is actually using stablecoins to lower costs and AI to improve customer service. The company has grown to 9.3 million active customers by offering lower fees than traditional methods. With revenue up 26% last quarter and expansion into new financial services, Remitly Global is considered a cheap stock with significant long-term potential.

Cathie Wood buys $2 million of Tempus AI stock

Cathie Wood's Ark Innovation ETF purchased $2 million of Tempus AI stock, despite the company's shares being down over 50% from their peak. Wood believes the AI bubble is years away and sees healthcare as a key area for AI application. Tempus AI, a healthcare technology company using AI for diagnostics and drug development, reported a narrower-than-expected loss and revenue growth in its latest quarter. Despite some analyst concerns about visibility, Wood remains optimistic about the company's long-term prospects.

Broadcom and Meta are top AI stock picks

Broadcom and Meta Platforms are highlighted as strong AI stock investments. Broadcom is a leader in custom AI chips (ASICs), partnering with companies like Alphabet and projecting significant AI ASIC sales. Meta Platforms is effectively using AI to enhance its core business, driving revenue growth through improved recommendation engines and advertising tools. Both companies are positioned to benefit from the ongoing AI revolution, with Broadcom leading in infrastructure and Meta excelling in AI application.

Amazon and Microsoft overlooked Magnificent Seven AI stocks

While Nvidia, Apple, Meta, and Tesla often dominate headlines for their AI efforts, Amazon and Microsoft are presented as overlooked "Magnificent Seven" stocks poised for AI success. Both companies operate the largest cloud computing services, which are essential for AI development and deployment. Their cloud segments are generating significant revenue and profitability as AI demand grows. Despite trading at a discount to recent levels, their strong cloud businesses make them compelling AI investments for 2026.

Vanguard leads Meta ownership amid AI concerns

Vanguard holds the largest stake in Meta Platforms, with its various funds owning 7.81% of the company's stock. This comes as Meta faces investor concern over potential AI delays. Other major holders include Vanguard Index Funds and the Vanguard Total Stock Market ETF. Despite these concerns, Wall Street analysts maintain a Strong Buy consensus rating for Meta stock, based on 39 Buy recommendations and five Hold ratings.

Sources

• Meta (META) Plans a 20% Cut of Workforce as AI Investments Accelerate
• Efficiency at All Costs: Meta Eyes 20% Jobs Bloodbath to Fund AI Empire
• Meta planning sweeping layoffs as AI costs mount: Reuters
• 1 Artificial Intelligence (AI) Stock I'd Never Sell
• 1 Artificial Intelligence (AI) Stock I'd Never Sell
• Bold Security emerges from stealth with $40 million funding round for AI endpoint push
• Palantir Billionaire Peter Thiel Sells 3 AI Stocks in a $74 Million Warning to Wall Street. History Says This Will Happen Next.
• Why Adobe (ADBE) Is Down 12.1% After CEO Transition Plans And AI-Focused Strategy Update
• The Artificial Intelligence (AI) Stock Most Likely to Mint New Millionaires
• Cathie Wood buys $2 million of tumbling AI stock
• 2 No-Brainer AI Stocks to Buy Right Now
• The Most Overlooked Artificial Intelligence (AI) Stocks in the "Magnificent Seven" for 2026
• Meta’s AI Delay Sparks Investor Concern. Who Owns This Stock?