Shares of Meta are surging into the Connect conference on the back of an AI assistant that is rewriting the company's growth story, but massive capital spending and looming legal battles put…
Vandita Jadeja JPMorgan, Raymond James, and BofA all raised their Meta price targets in the same week, and their reasoning has little to do with advertising. The catalyst they keep pointing to could redefine…
Vandita Jadeja Chip buyers are stepping back into Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock. The rebound follows a steep drop and is running well ahead of the rest of the semiconductor group.…
David Moadel Amazon just shut Meta's Muse agent out of its store overnight, and the real reason goes deeper than security complaints. Two tech giants with a multibillion-dollar partnership are quietly fighting over who…
Alex Sirois Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts…
Meta's AI agent Muse is driving a month-long stock rally that has investors questioning whether the company's heavy AI spending is finally paying off in ways that could reshape its business far…
David Moadel On September 21, an investor post that Chamath Palihapitiya amplified claimed Amazon had cut off Meta’s new Muse shopping agent from scraping its inventory, with Palihapitiya responding that he suspected everyone would…
AJ Tiarsmith Meta just shattered Wall Street's consensus price target on the back of a 37% monthly surge, but with free cash flow collapsing 91% and capex ballooning toward $145 billion, the real debate…
Vandita Jadeja 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 