MIC Ride Home: Meta Plans AI Cloud Business Push - Report; World Cup Hydration Breaks Causing Minimal Audience Declines; Klarna Wins $2B Antitrust Case Against Google

研报英文原文证据摘录

MIC Ride Home: Meta Plans AI Cloud Business Push - Report; World Cup Hydration Breaks Causing Minimal Audience Declines; Klarna Wins $2B Antitrust Case Against Google

Media, Internet & Communications Daily July 1, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com MIC Ride Home: Meta Plans AI Cloud Business

Michael Morris, CFA Push - Report; World Cup Hydration Breaks Causing michael.morris@guggenheimpartners.com

804 253 8025 Minimal Audience Declines; Klarna Wins $2B

Curry Baker Antitrust Case Against Google curry.baker@guggenheimpartners.com

804 253 8029

Charles Wilber RELEVANT, TIMELY OPINION, ANALYSIS AND NEWS FLOW FOR TMT

charles.wilber@guggenheimpartners.com INVESTING

804 335 3977

Taylor Manley Key News Flow: META, GOOG/L, MSFT, AMZN, FOXA, CMCSA, KLAR, LIME, UBER,

taylor.manley@guggenheimpartners.com ANGHW, SPOT, LYV, STUB, DIS, GTN

804 253 1336

Upcoming Events:

Grayson Glenn

grayson.glenn@guggenheimpartners.com July 16: May Mobility (Virtual) - Guggenheim Analyst Taylor Manley will be hosting a

804 253 8053 virtual group meeting with May Mobility CEO (Dr. Edwin Olson) and CFO (Mr. Thomas

Fennimore) to discuss the company’s proprietary technology, partnership approach, and

Autonomous Vehicle (AV) landscape more generally.

Please contact your Guggenheim Sales Representative for additional details.

KEY NEWS FLOW

META, GOOG/L, MSFT, AMZN: Meta Is Planning a Cloud Business to Sell AI Computing

Power (Bloomberg) - Meta Platforms Inc. is developing plans for a cloud infrastructure

business that will sell access to AI computing power and models, setting up a new vector

of competition with industry leaders like Amazon Web Services, Microsoft Azure and

Google Cloud. Meta, which has been rushing to secure expensive data centers and other