1:08pm ET
Investing
Meta’s Muse Just Put Instacart’s Grocery Empire on Notice
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.
META Coverage Page 16
1:00pm ET
Investing
Shopify Price Prediction: Wall Street Sees More Upside Than We Do
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…
12:57pm ET
Investing
Alphabet Drops 4%, Meta Edges Higher as AI Rotation Splits Big Tech; Microsoft Holds Flat
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…
12:45pm ET
Investing
The One Neocloud I Keep Buying Again and Again Has a Secret
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…
12:45pm ET
Investing
Meta Price Targets Hiked to $900 as Analyst Cite AI Momentum, Revenue Growth Paths
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 11:06am ET
Investing
Shopify Sinks 5%, Meta Ticks Up as Muse Deal Rally Unwinds; Amazon Slips
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…
10:57am ET
Investing
Americans Fear of Losing Their Job Is Highest in 13 Years
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…
10:30am ET
Investing
CoreWeave Stock Has a Massive AI Catalyst. We See 94% Upside
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.
10:26am ET
Investing
Alphabet’s Spark Agentic AI Will Beat Meta’s Muse in the Long Run
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…
10:17am ET
Investing
OpenAI IPO Collapse?
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…
9:42am ET
Investing
Intel Skyrocketed 30% Higher in 1 Month: Here’s What to Do Now
Intel has surged past its average analyst price target after one of its biggest monthly runs in years, and now bulls and bears are locked in a standoff over whether the turnaround…
2:54pm ET
Investing
Meta’s Biggest Bull Sees 30% Growth This Year
Evercore ISI’s Mark Mahaney went on CNBC Tuesday morning and planted a flag on Meta Platforms (NASDAQ:META | META Price Prediction), calling the company’s new Muse AI assistant “the best product coming…
Joel South 2:11pm ET
Investing
Meta Added $200 Billion in One Day on an App That Beat ChatGPT’s Launch
Meta's new personal AI agent shattered download records and erased $200 billion in skepticism in a single session, but the cash flow statement tells a very different story about what comes next.
12:13pm ET
Investing
Dan Niles: Meta’s Boring 12% Year Is Exactly Why It’s Set to Re-Rate
Meta spent over $130 billion on infrastructure with nothing to show investors beyond ad revenue, until two new products shipped this month and changed the conversation entirely.
Omor Ibne Ehsan 11:50am ET
Investing
AI Is Hollowing Out Software Jobs — But Paying Survivors a Fortune
An Indeed Hiring Lab report published last week quantified what software workers have felt for two years: the people still getting hired earn far more, and there are far fewer of them.…