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Broadcom reported massive AI chip demand across partners including Anthropic, OpenAI, and Meta, backed by a $179.2 billion backlog. Supported by a $35 billion compute infrastructure fund, the company…
Google Cloud revealed that payback periods for its AI infrastructure are under two years, with proprietary TPU silicon breaking even in under one year. With Q2 cloud revenue surging 82% year-over-yea…
Sticky inflation and rising oil prices pushed bond yields higher as markets repriced Fed hike odds. Despite macro pressure, Apple gained ahead of its foldable iPhone Duo pre-orders, lifting key suppl…
Analysts Gene Munster and Dan Ives project a strong multiyear iPhone upgrade cycle for Apple, driven by artificial intelligence enhancements, hardware innovation, and an anticipated foldable model, d…
Nvidia CEO Jensen Huang reiterated a massive 70% revenue growth forecast for 2027, citing insatiable AI compute demand exceeding supply. Huang highlighted higher average selling prices for next-gen V…
Meta's new Muse AI agent surged to No. 3 in the US App Store, prompting a JPMorgan upgrade to Overweight with an $820 price target. However, Wall Street remains divided over monetization timelines, i…
Meta shares rallied after JPMorgan upgraded the stock to Overweight and raised its price target to $820 from $640, citing expanding monetization from its Muse AI agent. However, Oppenheimer remains c…
JP Morgan significantly raised its price target for Meta Platforms from $640 to $820 per share, fueling a 6.55% rally in the stock.
Apple unveiled its first foldable smartphone, the iPhone Duo, starting at $1,999. Analysts predict it will ignite a major upgrade cycle and lift average selling prices, though early supply limits and…
Cathie Wood's ARK Invest acquired $27.9 million worth of Meta Platforms shares while dumping an equivalent amount of Alphabet stock. Meta's momentum is driven by its new autonomous AI assistant, Muse…
JPMorgan upgraded Meta Platforms to Overweight from Neutral with an $820 price target, signaling 25% upside. The upgrade cites Meta's rapid AI expansion, frontier models, and emerging monetization op…
Rising oil prices and Treasury yields pressured major stock indexes ahead of key inflation data. Despite broader market weakness, Meta and AMD posted gains, while Apple drew attention after unveiling…
Apple unveiled the foldable iPhone Duo, marking its entry into foldable smartphones. The device features an ultra-thin, creaseless design priced from $1,999. Analysts expressed strong enthusiasm, wit…
Meta shares surged over 6% following the launch of its autonomous 'Muse' AI agent and the acquisition of Swedish AI startup Stilla.ai. TD Cowen maintained a Buy rating with a $750 price target, citin…
Meta surged over 5% after launching its new consumer AI assistant, Muse. Wall Street analysts expressed strong bullish sentiment, with Mizuho and KeyBanc citing an unpriced multi-year product cycle a…
Meta shares climbed following the debut of its new AI agent app, Muse. Pitched to assist users with emails, bookings, and health tracking, the release generated strong early investor enthusiasm aroun…
Meta shares jumped over 6% after unveiling 'Muse', an autonomous AI agent capable of executing real-world tasks. Featuring planned subscription tiers of $20 and $100 per month, the rollout provides i…
Meta shares jumped over 6% after launching Muse, a personal consumer AI agent designed for everyday tasks like shopping and trip booking. Analysts view the product as a major step toward monetizing M…
Meta Platforms unveiled Muse, a consumer-oriented personal AI agent designed to automate everyday tasks. Mizuho analysts highlighted that Muse directly addresses investor concerns over AI monetizatio…
Meta Platforms unveiled Muse, a consumer-oriented personal AI agent designed to automate everyday tasks. Mizuho analysts noted that Muse could initiate an unpriced product cycle, offering long-awaite…