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Meta Platforms Stock Jumps 2.4% Today as Investors Bet the Big AI Spending Selloff Was Already Overdone

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Is Claude Still Down? Anthropic's Claude AI Chatbot Hit by

Meta Platforms shares climbed Monday morning, extending a recovery from a rough stretch earlier this year in which investors grew increasingly anxious about the social media giant’s enormous spending plans for artificial intelligence infrastructure.

Shares of the Menlo Park, California-based company were trading at $563.22 as of 11:09 a.m. EDT, up $12.97, or 2.36%, on the day. The gain builds on a broader rebound that has taken hold over the past few sessions, with the stock recovering meaningfully from levels well below its all-time closing high of $787.42, reached in August 2025, and its 52-week intraday high of roughly $796.

Much of Meta’s stock weakness earlier this year traced back to investor unease over the scale of the company’s planned capital expenditures. Meta has guided toward 2026 capital spending of between $125 billion and $145 billion, an enormous sum directed primarily at AI hardware and data center construction. That spending forecast compressed projections for the company’s free cash flow and contributed to a year-to-date de-rating of the stock, as some investors questioned whether returns from those AI investments would materialize on a timeline that justified the near-term financial strain.

Monday’s rally reflects what analysts have described as a growing belief that the earlier selloff went too far. Institutional investors and analysts increasingly point to Meta’s distinct advantage among megacap technology peers: a deeply established advertising business capable of converting AI investment into tangible near-term returns through improved targeting, stronger user engagement and rising ad pricing power. That contrasts with some AI infrastructure spending elsewhere in the sector, where monetization paths remain less clearly defined or more dependent on a small number of large customers.

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A specific catalyst behind Monday’s move involves an internal policy shift at Meta. The company has enacted new restrictions limiting its applied AI developers from using external coding and AI development platforms, including tools such as Claude Code and Codex from outside providers. The move is intended to guard against unintentional model distillation, a process by which a company’s proprietary AI systems could inadvertently leak insights to external platforms, and to protect Meta’s broader intellectual property as it continues developing its own AI models in-house. While the restriction introduces some near-term friction for Meta’s internal software development workflows, market commentary has framed the decision as a sign of the company’s determination to reduce reliance on external AI tools and protect the long-term value of its own AI research.

Not all of the news circulating around Meta on Monday was as clearly favorable. Reports emerged over the weekend that Google had placed limits on Meta’s access to its Gemini AI models, citing infrastructure and compute capacity constraints on Google’s end. Meta had reportedly relied heavily on Gemini to help automate content-safety and anti-scam processes across its platforms, and the new restrictions have reportedly delayed several internal projects while forcing the company to impose stricter token-usage limits on its own developers working with the technology. Separately, internal disclosures reported Monday indicated that Meta’s fast-tracked effort to replace human content moderators with generative AI systems has run into what were described as systemic glitches in the automated moderation rollout, raising questions about the pace at which the company is shifting that function away from human reviewers in pursuit of cost savings.

Despite those operational headwinds, the stock’s gains suggest investors are currently weighing Meta’s long-term advertising and AI monetization story more heavily than the specific near-term technical and operational frictions tied to its AI rollout. Wall Street’s broader view of the stock has remained largely favorable over the past month, with multiple analysts maintaining Buy ratings. Price targets among analysts tracked by financial data providers have averaged in the range of $825 to $827, with high estimates reaching as much as $1,015 and low estimates around $664, reflecting a wide but generally optimistic range of expectations for where the stock could trade over the coming year.

Meta’s underlying financial profile remains substantial even amid the AI spending debate. The company’s trailing 12-month revenue stands at roughly $201 billion, with net profit of approximately $60.5 billion over the same period, figures that place Meta among the top performers in its broader software and internet services industry category. The company operates through two primary segments: Family of Apps, which includes Facebook, Instagram, WhatsApp and Messenger, and Reality Labs, which covers the company’s virtual reality, augmented reality and AI wearable device efforts, including its AI-enabled smart glasses line. Meta’s next quarterly earnings report is expected around July 29, a date that will give investors a clearer read on whether the company’s AI spending is beginning to show measurable returns within its advertising business or its broader product lineup.

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The company also continues to pay a modest dividend, with a forward annualized payout of $2.10 per share, translating to a yield of roughly 0.38% at current price levels; the most recent ex-dividend date passed on June 15.

Meta’s situation illustrates a broader theme playing out across megacap technology stocks this year, as investors attempt to differentiate between companies whose AI spending appears likely to generate near-term, identifiable returns and those whose investment cases rest more heavily on longer-term, less certain payoffs. For Meta, the combination of an established and highly profitable advertising engine, continued growth in user engagement metrics, and a defensive posture toward protecting its own AI development from leakage to external platforms appears, for now, to be winning over investors who had grown skeptical of the company’s spending trajectory earlier this year.

Whether that renewed optimism proves durable will likely depend on Meta’s ability to demonstrate concrete progress on AI monetization in its upcoming earnings report, along with how the company navigates near-term friction points, including its complicated relationship with external AI providers like Google and the operational challenges tied to automating content moderation at scale. For Monday at least, investors appeared willing to look past those complications and reward the stock for what many now view as a buying opportunity following an earlier overreaction to the company’s aggressive AI infrastructure spending plans.

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Seagate: Mass Capacity HDD Is Having Its Moment (Rating Downgrade)

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Seagate: Mass Capacity HDD Is Having Its Moment (Rating Downgrade)

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SM Energy: Don't Believe The Fear, Buy The Upside Instead

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NYT Connections Puzzle Answers for June 30, 2026 Delivers Clever Wordplay on Barriers, Sports and Recycling

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Nancy Guthrie

The New York Times Connections game continued its streak of engaging word challenges Tuesday with puzzle No. 1115, testing players’ abilities to group 16 words into four categories based on subtle thematic links. Released early Tuesday morning, the daily brain teaser drew the usual mix of praise and playful frustration from solvers across social media and puzzle forums.

The solution featured straightforward connections involving physical dividers, winter sports, everyday recyclables and multiple meanings of the word “draft.” While many players solved it with relative ease, the purple category once again proved the trickiest for those unfamiliar with its linguistic flexibility.

Here is the complete breakdown of Tuesday’s Connections answers:

Yellow (easiest): Dividing structures — fence, gate, hedge, wall. These words all describe barriers that separate spaces, whether in yards, properties or landscapes.

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Green: Participate in some Winter Olympics — curl, luge, skate, ski. Each represents an event or discipline featured in the Winter Games, from the precision of curling to high-speed luge runs.

Blue: Common recyclables — bottle, box, can, newspaper. These are staple items routinely sorted for curbside pickup programs in communities nationwide.

Purple (hardest): What “draft” might refer to — breeze, on tap, recruit, sketch. The category plays on different senses of “draft”: a cool breeze, draft beer on tap, a military recruit or draft pick, and a preliminary sketch or draft document.

The puzzle’s 16 words were: fence, curl, bottle, breeze, gate, luge, box, hedge, skate, can, wall, ski, newspaper, on tap, recruit, sketch. Players reported that spotting the yellow category early often provided momentum, while the purple category rewarded those with broader vocabulary knowledge.

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Since its debut in 2023, Connections has become one of the New York Times’ most popular digital games alongside Wordle and the daily crossword. The simple premise — categorize 16 words into four groups of four — belies the challenge of discerning the sometimes obscure links. Editorials and player feedback highlight how the game promotes lateral thinking and vocabulary expansion in an accessible format.

Tuesday’s edition earned a moderate difficulty rating from the Times’ companion analysis, with many solvers completing it in under five minutes. Social media buzz included congratulations for perfect games and lighthearted complaints about the purple category’s ambiguity. One recurring theme in player discussions was appreciation for categories grounded in everyday life, such as recycling, which resonates with growing environmental awareness.

The New York Times Games team designs Connections with varying difficulty levels signaled by color: yellow for the most obvious, followed by green, blue and purple for the most challenging. This structure allows beginners and experts alike to engage, with the companion articles providing post-game hints and community conversation. For June 30, the companion noted the puzzle’s balance of accessible and clever groupings.

Connections reflects broader trends in word games that blend education and entertainment. Industry analysts point to the surge in such puzzles during and after the pandemic, as people sought mental stimulation and social connection through shared online experiences. The game’s daily release creates a ritual for millions, with streaks, shareable results and competitive leaderboards fostering community.

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For those looking to improve, experts recommend starting with obvious clusters — like sports terms or household items — before tackling more abstract links. Reading categories aloud or considering multiple meanings of words can unlock stubborn puzzles. Tuesday’s solution rewarded knowledge of both literal barriers and idiomatic uses of “draft.”

The popularity of Connections has extended beyond casual play. Educators incorporate similar grouping exercises into language arts curricula to build categorization skills and semantic understanding. Corporate team-building sessions have also adopted the format for icebreakers that encourage collaboration and creative problem-solving.

As with previous puzzles, Tuesday’s offering avoided overly obscure references, sticking to relatable concepts. The winter sports category tapped into recent Olympic memories and ongoing interest in seasonal athletics, while the recycling group aligned with public campaigns promoting sustainability. The “draft” category showcased the game’s strength in wordplay, requiring players to pivot between meteorological, beverage, military and artistic contexts.

Puzzle enthusiasts often compare Connections to other NYT offerings. While Wordle focuses on letter deduction within a constrained grid, Connections emphasizes thematic reasoning across a wider field. The variety keeps players returning daily, with some maintaining multi-year streaks.

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Looking ahead, the Times continues to refine the game based on user data and feedback. Future puzzles are expected to maintain the mix of straightforward and inventive categories that have defined its success. For those who missed Tuesday’s challenge, archives and companion pieces remain available on the NYT site for review and discussion.

The enduring appeal of Connections lies in its ability to surprise and satisfy. Whether solved over morning coffee or during a commute, it offers a brief but rewarding mental workout. Tuesday’s puzzle exemplified this balance, delivering satisfaction through its clear yet varied themes.

Players who enjoy Connections frequently pair it with the Mini Crossword or Spelling Bee for a complete morning routine. The game’s share feature, complete with colored emoji grids, has become a staple on platforms like X, Facebook and Instagram, sparking friendly competitions among friends and families.

In an era of short attention spans, Connections stands out by rewarding focus and pattern recognition. Its straightforward interface — a simple 4×4 grid — contrasts with the depth of possible connections, making each solve feel like a small victory. Tuesday’s edition, with its mix of physical, athletic, environmental and linguistic themes, captured the essence of what makes the game compelling.

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For newcomers, the best advice remains consistent across puzzle communities: trust initial instincts on easy categories, then methodically test remaining words against potential themes. Avoid random guessing to preserve lives, as the game allows only four mistakes before ending the session.

The New York Times has not released official play statistics for individual puzzles, but aggregate data shows millions of daily engagements across its games portfolio. Connections’ growth mirrors the broader renaissance of analog-style digital puzzles that emphasize skill over speed or luck.

As June draws to a close, Tuesday’s puzzle provided a fitting midweek challenge. Solvers who conquered the purple category particularly celebrated the layered meanings of “draft,” a word with rich associations across contexts. The solution’s elegance — simple once revealed, elusive at first — is what keeps players hooked.

Whether you’re a daily devotee or an occasional participant, Connections continues to deliver fresh intellectual entertainment. Check back tomorrow for the next installment, as the Times Games team prepares another round of thematic groupings designed to test and delight.

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Thailand News Roundup: Major Updates in Politics, Economy, Tourism, and Society

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Thailand News Digest: Key Stories and Developments

Thailand’s King and Queen are currently on a state visit to France, with Queen Suthida showcasing the country’s royal jewels during the historic diplomatic engagement. Separately, the nation continues to mourn Princess Bajrakitiyabha, who passed away after more than three years in a coma at the age of 47. Read more via the BBC.

Economy and Trade

Thailand is positioning itself as a growing force in international trade and business. The country ranked 27th globally as a destination for business start-ups and is being discussed as a potential trusted trade partner for Europe. Car sales rose 10.6% in May, even as overall production declined by 17.9%, largely due to the shift toward electric vehicles. Explore Thailand’s trade data via the Observatory of Economic Complexity.

Finance and Technology

The Bank of Thailand is advancing plans for a 1:1 baht-backed stablecoin, with new legislation being prepared that will initially limit its use to institutions. Thailand is also being recognised as an emerging global technology hub, with enterprise AI deployments and digital infrastructure investments gaining momentum. Read the full report via Ledger Insights.

Tourism and Travel

Tourism remains a key pillar of Thailand’s economy. The country was recently voted the world’s most welcoming destination at an international awards event held in Madrid. New cross-border QR payment functionality has been launched to make travel more seamless for international visitors. However, a proposed 1,000 THB outbound travel fee for residents has been cancelled, while a 300 THB international visitor tourism tax is confirmed to proceed. Read more via Travel and Tour World.

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Public Safety and Environment

Thai authorities have placed 43 provinces under flood and landslide watch amid heavy monsoon rains, with warnings issued through early July. A bomb attack in Thailand’s Tak Bai region injured two Malaysian nationals. Additionally, the US Embassy issued a health alert regarding enhanced Ebola screening protocols. Read the Nation Thailand flood warning here.

Source : Google News – Search

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