META

Why Investors Should Be Bullish on Meta Platforms and Its AI Strategy

Meta is catching up with AI competitors, and investors are noticing.

Yahoo · 1h ago

'Out of nowhere came Muse': Wall Street weighs in on Meta's AI catch-up moment

Meta went from an AI laggard to a leader in the course of a week.

Yahoo · 3h ago

Does the S&P 500 Have a "Magnificent Seven" Problem? Here's What Investors Need to Know.

If the artificial intelligence revolution doesn't live up to the hype, the whole market is going to feel it.

Yahoo · 3h ago

The AI gold rush is fueling a record tech bond boom: Chart of the Day

Tech giants are increasingly turning to the bond market for their AI infrastructure build-out.

Yahoo · 4h ago

The AI gold rush is fueling a record corporate bond boom: Chart of the Day

Tech giants are increasingly turning to the bond market for their AI infrastructure build-out.

Yahoo · 4h ago

Gene Munster Says Personalized AI Could Be Apple, Meta’s Next Big Profit Machine — 'Numbers So Large They’re Hard To Believe'

Munster sees the opportunity spanning both consumer subscriptions and enterprise spending, arguing that paid AI adoption remains in its early stages.

Yahoo · 5h ago

Mark Zuckerberg's 'Wartime CEO Mode' Could Drive Meta Stock 'Re-Rating': Gene Munster Says He Missed Muse Becoming Company 'Centerpiece'

Meta Platforms Inc. shares surged 4.5% on Thursday, making it the world’s seventh most valuable public company, a rally Gene Munster admits he missed after predicting the stock would be “flat to down” following Meta Connect event. Munster ‘Missed’ the...

Yahoo · 5h ago

2 key checks for the AI trade and the economy: What to watch this week

Micron earnings and the September jobs report are set to lead market headlines this week.

Yahoo · 6h ago

Microsoft's "Muse" Moment Is Here (Rating Upgrade)

SeekingAlpha · 6h ago

Amazon Opened Seller Central to Walmart and eBay but Blocked Meta’s Muse. Here’s What Connects the Two Moves

Key Stats for Amazon StockCurrent Price: $249. 67Target Price (Mid): ~$600Street Target (12-Month Mean): ~$330Potential Total Return: ~141%Annualized IRR: ~23% / yearWhat Happened?On September 24, Amazon (AMZN) began rolling out Seller Central tools that let sellers manage their eBay (EBAY), Shopify (SHOP), TikTok, and Walmart (WMT) businesses, and let Multichannel Fulfillment merchants offer Prime delivery on their own sites at no added cost.

Yahoo · 6h ago

Could AI Commerce Reshape Meta (META)’s Business Model?

Meta Platforms, Inc. (NASDAQ:META) is expanding the commercial capabilities of its Muse AI assistant through a strategic partnership with Shopify, giving investors another potential avenue for AI monetization beyond digital advertising. On September 21,Shopify CEO Tobias Lütke announced a partnership with Meta to bring Shop Pay agentic checkout to Muse, allowing users to shop from […]

Yahoo · 8h ago

Piper Sandler revamps Meta stock price target after cutting it 3 weeks ago

One firm trimmed its Meta call in July. Its new target rests on a product it hasn’t even modeled yet.

Yahoo · 8h ago