LightShed Partners analyst Rich Greenfield walked onto Squawk Box Thursday morning with a story that has quickly become the loudest bull case on Meta. He said he ran into Mark Zuckerberg at…
AJ Tiarsmith Meta launched an AI agent that books travel without a middleman, and the entire online travel sector sold off hard. Whether Airbnb belongs in that selloff depends on a single question about…
Meta has surged 33% in a month while analysts debate whether its cash flow turns negative for the next two years. Before you hold, hear the case for rotating into a rival…
Trey Thoelcke Online travel booking stocks are selling off in Wednesday morning trading as the market reprices the aggregator model against Muse, the personal artificial intelligence (AI) agent from Meta Platforms (NASDAQ:META | META…
Alphabet has quietly built one of the most compelling AI growth stories among mega-cap stocks, but the real question is how much a $5,000 stake today could compound through 2031 across three…
Vandita Jadeja Meta's new AI shopping agent is rattling Instacart investors, but the real threat may not be the one the market is pricing in right now.
Omor Ibne Ehsan Shopify just surged on a blockbuster Meta checkout deal while Wall Street lines up behind a target far above where we stand. Here is why our more cautious number still makes a…
Vandita Jadeja Big Tech is splitting along a single axis in Wednesday afternoon trading. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is falling several times faster than the technology sector itself, while Meta Platforms…
David Moadel One neocloud keeps earning repeat buys despite a GAAP operating loss, sky-high convertible debt, and three customers dominating its revenue. The reason sits inside a single contract detail that most investors scroll…
Alex Sirois Two major Wall Street firms just handed Meta dramatically higher price targets, and the reasoning goes well beyond advertising. The real question is whether Meta's AI spending spree is finally opening doors…
Vandita Jadeja Two counterparties to the same agentic checkout agreement are being priced in opposite directions Wednesday morning as the rally that followed the deal announcement unwinds across online retail. Shopify is handing back…
David Moadel Main Street is feeling a distinct chill, even as Wall Street notches record highs. For over a decade, American workers rode a wave of steady employment, but economic currents are shifting. Labor…
Rich Duprey CoreWeave has shed nearly half its value from its 52-week high, but a triple-digit backlog and a fresh wave of AI commitments point to a setup that bears may be dangerously underestimating.
Vandita Jadeja Alphabet and Meta both burned billions on AI this quarter, but only one of them built something the other cannot simply outspend to replicate. The gap between an advertising flywheel and a…
Alex Sirois IPOs tied directly to the AI industry are being delayed. SoftBank, one of the largest financiers of AI projects, is paying unexpected premiums on its debt. AI data centers are being delayed…
Douglas A. McIntyre 