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What is the 52-week range for FB?
The 52-week high is $49.67 and the 52-week low is $40.934.
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Latest FB News
Nvidia's Jensen Huang, Other CEOs Privately Confront Anthropic's Dario Amodei Over AI Doomsday Warnings Amid Trump's Tech Summit: Report
Several top AI leaders, including Nvidia Corp CEO Jensen Huang, reportedly confronted Anthropic CEO Dario Amodei, privately, regarding his public warnings about the potential dangers of AI, according to a report. On Tuesday, the executives, after agreeing to a set...
Nscale hires Meta veteran Justin Osofsky as COO ahead of planned IPO - Bloomberg
Investing.com -- Nscale, the London-based artificial intelligence infrastructure developer, has appointed veteran Meta Platforms Inc. executive Justin Osofsky as chief operating officer to help direct its rapid expansion ahead of a planned initial public offering, Bloomberg reported, citing a person familiar with the matter. Osofsky, who spent 18 years at Meta and most recently served as chief partnerships officer, will report directly to Nscale Chief Executive Officer Josh Payne and oversee glo
Nvidia Defies Critics—as Its Stock Nears First Record Since May
Nvidia stock is within touching distance of a record high as it highlights the usable life of its chips in a rebuttal to Michael Burry.
CHAI offers engineers 50% more total compensation, paid in cash
CHAI, the social AI company backed by CoreWeave and AMD Ventures, today detailed its compensation approach for engineering hires: typical offers worth 1.5 times a candidate's current total compensation, paid in cash as salary and bonuses, with the choice to exchange part of the salary for stock options.
Nscale Hires Meta’s Justin Osofsky to Be COO Ahead of IPO
Nscale, the artificial intelligence infrastructure company, hired a long-time Meta Platforms Inc. executive to be its chief operating officer, to accelerate a rapid expansion connected to its upcoming initial public offering, according to a person familiar with the matter.
Cramer Warned Viewers That Meta’s AI Would Crush This Stock, and Someone Just Bet Millions It Won’t
Jim Cramer rattled off the companies he thinks Meta's new AI platform will hurt, but one glaring omission caught traders' attention and sent them rushing into short-dated call options before they even had time to think.
META Parts Ways With Virtue AI Hires Just Four Months After Recruiting Them, Says Report
The departures come as Meta reshapes its AI strategy and faces renewed calls for stronger regulation of frontier AI, reported Semafor.
AI could haggle for your next car, and one stock stands to win
Morgan Stanley says AI shopping agents could turn car buying into a contest of best offers. Brand names and ad budgets may count for far less.
Airbnb Stock Rises After Analyst Calls It an AI Boom Winner
Airbnb has been using internal AI tools to build and release app features faster, converting more visitors into paid bookings.
Investing.com’s stocks of the week
Investing.com -- Corporate upheaval drove much of the week's action, with a surprise CEO departure and takeover interest in a household name resulting in sharp moves.
Sector Update: Tech Stocks Gain Friday Afternoon
Tech stocks were higher Friday afternoon, with the State Street Technology Select Sector SPDR ETF (X
It’s not AI anymore, it’s ‘super intelligence’ (according to the White House)
This week, the White House got nearly every major tech CEO in one room — Zuckerberg, Bezos, Musk, and Anthropic’s Dario Amodei among them — to sign an AI safety pledge that President Donald Trump called “morally binding.” Trump also signed an executive order officially rebranding AI as “super intelligence,” and meanwhile, Meta and OpenAI are putting friendlier faces on their AI products, even as the biggest money […]
META Stock Holds Up Overnight: New Mexico Seeks Up To $40B Privacy Penalty In Cambridge Analytica Case
The privacy penalty adds a fresh risk even as Meta shares gain momentum on the company’s AI push.
Palantir Billionaire Peter Thiel Has 42% of His Portfolio in These 2 Artificial Intelligence Stocks
The famed entrepreneur and investor targeted two companies pursuing different aspects of the AI market.
Meta Faces Up To $40 Billion Penalty In New Mexico Privacy Case After Jury Finds Company Misled Facebook Users 43 Million Times
Meta Platforms, Inc. (NASDAQ:META) could face a multibillion-dollar penalty in New Mexico after a jury found the Facebook parent misled users about data privacy, access and content policies. New Mexico Seeks $40 Billion Meta Penalty On Thursday, New Mexico asked a judge to order Meta to pay between $35 billion and $40 billion, Reuters reported. This follows a September jury verdict that found the company violated state consumer protection laws more than 43 million times. The lawsuit, filed in 20
Tesla Is the Only Magnificent Seven Stock in the Red for 2026
The EV maker is growing sales faster than most of its big-name peers -- so what's weighing on the stock?
Dow Jones Futures: Stocks Rise Off Support As Yields Tumble, Micron, Meta In Focus; Tesla, Jobs Report Due
Stock market rises slightly off key levels with Micron, Lumentum around buy points. Tesla deliveries, jobs report loom.
Mark Zuckerberg's Muse Could Charge You for Saving You Money — META President Reveals AI Agent's Potential Monetization Model
Meta Platforms Inc. is exploring transaction fees and paid subscriptions as potential ways to monetize its artificial intelligence service, Muse. Meta President and Vice Chairman Dina Powell McCormick outlined the revenue model during an interview with “Mad Money” host Jim...
Can Reality Labs Ever Earn Enough to Justify Meta’s Spending?
Meta Platforms, Inc. (NASDAQ:META) earns enough from its apps to fund a business that loses billions of dollars each quarter. That financial capacity gives Reality Labs time to develop. It does not answer whether the investment can eventually earn an attractive return. The stock decision depends partly on how much value investors assign to that […]
Neptune Makes Flood Insurance Ready for the AI Agent Era
ST. PETERSBURG, Fla., October 01, 2026--Neptune Insurance Holdings, Inc. ("Neptune") (NYSE: NP), the largest private flood insurance provider in the United States, today highlighted a new way for consumers to shop for flood insurance: asking their personal Muse agent to do it for them.
Zuckerberg’s Free AI Agent Hit 5 Million Downloads And Google Still Has Its Own Locked Behind A Paywall
Meta just handed millions of users a free AI agent while Google keeps its own locked behind a subscription, and JPMorgan says the gap between those two strategies could gut one of the most valuable revenue streams in tech.
Synopsys is becoming a major AI player: CEO discusses OpenAI, Amazon deals
Synopsys (SNPS) is starting to position itself as a key player in the AI boom: At its investor day, the chip designer announced deals with both OpenAI (OPAI.PVT) and Amazon (AMZN). Synopsys CEO and president, Sassine Ghazi, sits down with Yahoo Finance anchor Julie Hyman to discuss the company's new partnerships.
Meta Platforms, IBD Stock Of The Day, Forges New Buy Point After Muse Rally
Meta Platforms is the IBD Stock of the Day for Thursday. The big story over the past several weeks for Meta has been Muse. Chief Executive Mark Zuckerberg said at a company conference late last month that he expects Muse will help "billions" of people accomplish daily tasks and long-term goals.
Uptober is Here: 5 Reasons for Optimism
While market contradictions and macro headlines can spark investor anxiety, historical data and strong fundamentals suggest bulls have plenty to cheer about this fall.
Anthropic and Broadcom Are Becoming More Intertwined. What It Means for Broadcom Stock.
A report says chip designer Broadcom agrees to lend Anthropic up to $42 billion and that the artificial-intelligence company would become Broadcom’s largest customer next year.
Cardinal Digital Marketing Debuts AI Growth Operating System for Healthcare Marketers at Scaling Up 2026
ATLANTA, October 01, 2026--Cardinal Digital Marketing, the healthcare division of Power Digital Marketing, today announced the anticipated debut of its AI growth operating system, OmegaHealth, at its live virtual summit Scaling up 2026 between Oct. 13 and 14.
Apple Stock’s Upside May Be Limited as AI Agents Could Disrupt Business
Apple stock might be hitting a wall without a clear catalyst to meaningfully move shares higher and the rising threat of artificial-intelligence consumer agents potentially disrupting the iPhone maker’s app store and services businesses. The fresh price target represents 6.6% upside from Apple’s closing price of $333.02 from Wednesday. “Apple’s product roadmap remains amongst the most exciting in over a decade, but our earnings outlook changes little following the iPhone launch, leaving limited upside to our price target after a strong last six month run,” Woodring said in a research note.
What Needs To Be True To Buy Meta Stock Now?
Meta Platforms (META) launched its Muse personal AI agent app on September 8, 2026. Meta stock rose 27% over the past month, while the S&P 500 slipped 0.3.
Micron CFO: No 'line of sight' for when memory shortage will end
Micron says there's no end in sight to the memory shortage.
Unity Software Rallies 5% as Meta VR Support Extends Into a Second Session; Roblox Inches Higher, Take-Two Slides 3%
Buyers returned for a second straight session after Unity Software announced early engine support for Meta's upcoming VR headset, but the rally hinges on something that has not happened yet and may not for months.
Trump Sends Strong Signal on Google's New Gemini Model
A new model sharpens competition with OpenAI
Making sense of Anthropic's massive AI spending plans
In The Loop host Ejaaz Ahamadeen takes a closer look at Anthropic's (ANTH.PVT) projected AI capital expenditures over the next decade.
OpenAI, Google and Meta pledge outside AI audits under voluntary White House deal
OpenAI, Google, Meta and three other AI giants signed a voluntary White House pact to bring in outside auditors for their safety controls, which Trump called "morally binding." The move follows a string of crypto security breaches this year where frontier AI is suspected of helping attackers find and exploit code. CoinDesk's Uyen Truong hosts "CoinDesk Daily."
Meta Now Owes $22 Billion More Than It Holds. Here’s Why That Matters
Key TakeawaysMeta’s capex reached $30. 12 billion in the June 2026 quarter against $31.
Vistra’s Price Dropped 30% in 1 Year: Why One Wall Street Analyst Predicts 115% Returns From Here
Vistra has shed nearly 30% while Wall Street analysts keep raising their price targets, creating a gap that one top analyst thinks is worth 115% upside. The catch sits inside two words that management itself flagged as a problem: ERCOT prices.
Just How Exposed is Nebius at $235?
Nebius has surged 181% this year on a tidal wave of AI demand, a blockbuster Meta deal, and a $37 billion backlog, but a closer look at its financing structure reveals how much has to go right before today's shareholders actually benefit.
Can AI Agents Crack Bank of America’s $2 Trillion Deposit Moat? Here’s the Evidence So Far
Key TakeawaysBank of America’s total deposits grew from $1. 93 trillion in Q3 2024 to $2.
Everyone Is Wrong About The Anthropic IPO
Anthropic's IPO prospectus just leaked, and the numbers paint a complicated picture: a $42B loss, nearly $4.6B in revenue, and a rumored $2 trillion valuation that would rank it among the most valuable companies on Earth. Is this the biggest bubble in tech, or the biggest IPO of the AI era? In The Loop host Ejaaz Ahamadeen breaks the prospectus down line by line and lays out the bull case vs. bear case on Anthropic, so you can decide for yourself if this IPO is worth the hype.
The Most Promising Markets for Meta’s Muse Are Also the Hardest to Monetize
Billions of WhatsApp customers could become Muse users, but the economics of emerging markets are tricky.
Elizabeth Warren demands answers on $96B in lost federal revenue as Amazon, Google, Meta and Microsoft claim tax breaks
Tech giants have gotten generous tax breaks just as programs like Social Security and SNAP are under strain.
Most S&P 500 Stocks Sank In September — But Retail Traders Didn't Flee
Chipmakers and Meta kept the index steady while financials, real estate and materials sank, and Stocktwits chatter jumped most on the hardest-hit names.
Amazon Stock Pays $0 in Dividends. Here's Why Long-Term Investors Should Own It Anyway.
Ultimately, it is difficult to argue with a 251,000% lifetime return.
Meta counted Mark Zuckerberg’s $4.1B stock payout as research pay to claim a $355M tax break — and the IRS wants it back
Meta says Zuckerberg was writing code when he got his options in 2005. The IRS says only his work from 2008 to 2010 counts, and $355 million rides on who's right.
Meta reportedly calls its AI data centers ‘pilot models’ — its research tax credits jumped from $700M to $3.9B
The company appears to have netted the most from that credit among all publicly traded companies.
Carvana, CarMax jockey as agentic AI tools look to fix the worst parts of car buying
AI shopping agents could make price, inventory, and fulfillment more important than the digital storefront.
Bank of America warns Apple investors because of Meta's Muse
Bank of America sees something changing beneath the surface for two tech giants.
'AI or bust:' Tech trade powered stocks through volatile September
Wall Street fared better than expected in September, given the month's historical reputation as the worst month for stocks.
VIG Cannot Own Meta’s or Alphabet’s Dividends Until 2035 at the Earliest: The 10-Year Rule Written Into Its Index
VIG promises exposure to America's greatest dividend growers, but a single rule in its index methodology keeps two of the biggest new payers completely locked out for the next decade.
Tech CEOs questioned Anthropic leader over AI safety warnings, WSJ reports
Investing.com -- Top artificial intelligence executives confronted Anthropic (NASDAQ:ANTP) Chief Executive Dario Amodei during a high-stakes White House gathering, exposing deep strategic fractures across Silicon Valley even as leaders publicly aligned around new safety protocols. The private clash followed a lunch hosted by President Donald Trump and House Speaker Mike Johnson, according to reporting from The Wall Street Journal.
In AI Race, Software Is Now Winning Alongside Chips
Services like Meta’s Muse AI just increase demand for chips. But they’re also a big win for software
JPMorgan sends a strong message to Mag-7 stock investors
Wall Street has been watching the Magnificent Seven slide all year. JPMorgan just weighed in.
Consumer Groups Press Congress to Probe Scams on Tech Platforms
A coalition of advocacy groups urged key lawmakers on Wednesday to hold technology companies accountable for alleged scams occurring on their platforms.
Meta Platforms (META) Registers a Bigger Fall Than the Market: Important Facts to Note
In the closing of the recent trading day, Meta Platforms (META) stood at $725.18, denoting a -1.84% move from the preceding trading day.
OpenAI Launches Muse Competitor. Meta Seen As 'Clear Leader' In Personal AI Agent Battle.
Meta stock pulled back slightly early Wednesday after it initially climbed following OpenAI's presentation of Dots.
Yext Signs Definitive Agreement to Acquire Flamel.ai, Extending Its Agentic Marketing Platform Into Local Paid Media
NEW YORK, September 30, 2026--Yext, Inc. (NYSE: YEXT), the enterprise marketing platform for an agentic world, has signed a definitive agreement to acquire Flamel.ai. Flamel.ai helps multi-location brands run localized paid campaigns across Google, Meta, and ChatGPT. This news was announced today at Envision, the company’s customer conference.
Top-Ranked Apps Like Muse AI Send Meta Shares Soaring
Meta Platforms, Inc. (META) shares up 1,781% since first institutional outlier signal in 2013.
Alphabet vs. Meta Platforms: Which Media Stock Is a Better Buy in 2026?
Alphabet boasts a 32.8% net margin and fortress balance sheet, while Meta's 22.2% revenue growth signals stronger momentum, but their risk profiles diverge sharply.
Meta Platforms Is Making a Push Into AI Hardware. History Says Apple Investors Shouldn't Worry.
The social media giant continues to try to establish a stronger competitive position in physical devices.
FTC reportedly looking into whether OpenAI, Anthropic violated consumer protection laws
The FTC is reportedly preparing an investigation into leading AI labs over potential consumer hams.
Jim Cramer says battered travel stock everyone uses is a 'steal'
“It may be my absolute fave of the Muse casualties,” said Cramer.
Bank of America Flags Surprising Risk to Apple Stock
The bigger threat may have little to do with iPhone sales.
Why Is Apple Stock Falling When Chipmakers Are Rising?
Apple stock drops 2.7% on a double top and Ternus restructuring news. See the support levels traders now watch.
Meta Faces Challenge in Enterprise Market As OpenAI Launches Autonomous Dots Agents
Key Stats for Meta StockPrice change for Meta stock in last 6 months: 29%$META Stock Price as of Sep. 29: $73952-Week High: $780$META Stock Price Target: $794What Happened?OpenAI unveiled a new set of AI agents called “dots” on Tuesday.
If You Invest $1,000 in Meta Today, Here’s What It Could Be Worth by 2030
Meta is spending more than a hundred billion dollars on AI while free cash flow has cratered and earnings missed expectations, yet a five-year price model still sees your stake growing substantially. The question is which scenario plays out.
Meta Launches Partnership With Recycled PET Manufacturer
This partnership will fast-track development of MacroCycle’s first American PET recycling and production plant.
It’s Inflation Day and the Stock Market Is on Edge
Megan Leonhardt explains that the way the government is measuring several prices is changing so the big takeaway for the next inflation report will be less clear cut. Micron which posts earnings after the bell, was one of the biggest movers before the market opened along with Cal-Maine which fell as much as 7.7%. Well now they have fallen back down—and the egg producer’s quarterly sales declined more than 40%.
Meta cut its tax bill billions by labeling AI data centers experimental
The company's research tax credits trimmed $3.9 billion from its 2025 tax bill, up from $700 million in 2023
Meta Platforms Is Up Nearly 25% in September. Does It Have Room to Rise Further?
Meta Platforms shareholders had a great September, but October will also be a telling month for the stock.
Meta Stock Slides as Meta’s Muse Faces OpenAI Threat
The Facebook parent’s move into AI personal assistants may end up costing more than its worth, StoneX analyst Mark Zgutowicz says.
Amazon Stock Has 46% Upside. Muse and Dots Threats Are ‘Overstated.’
Amazon stock has 46% upside even as Wall Street worries AI consumer AI agents could hit the business, according to one Wall Street firm.
Nvidia CEO Jensen Huang: AI data center build-out could create 1 million jobs and reshape the US economy
Nvidia (NVDA) CEO Jensen Huang, sitting next to SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk, said the AI data center buildout will create "probably about a million jobs."
Truist Assesses Potential Impact of Meta Muse AI Agent on Online Travel Agencies
Meta Platforms’ (NASDAQ:META) newly launched Muse artificial intelligence agent has increased investor attention on online travel agencies because of the application’s ability to book travel, according to analysts at Truist. The brokerage said previously launched large language models appeared to have had a limited effect on online travel agencies’ share of bookings.
OpenAI's Dots connect to 4,000 apps and never sleep
OpenAI just unveiled Dots: an always-on AI assistant with 4,000+ tools that might just be the closest thing yet to Tony Stark's "Jarvis." In The Loop host Ejaaz Ahamadeen explains how Dots stacks up against Meta's Muse and Elon Musk's Grok Bot, and how OpenAI's other Dev Day launches fit together with the new, 24/7 agent. If you want to know where AI assistants are headed, start here.
Google, Anthropic, Meta, Nvidia, OpenAI, xAI Executives Sign White House Accord on 'Super Intelligence'
Alphabet's Google (GOOG, GOOGL), Anthropic, Meta (META), Nvidia (NVDA), OpenAI and SpaceX's xAI (SPC
PayPal (PYPL) Stock Looks Reasonable Based On Current Earnings
PayPal Holdings has seen its share price fall sharply over the past few years, even as new partnerships put the company back in the headlines. With the stock around US$53.89, the question for investors is whether that price is adequately backed by the earnings the business is generating today. PayPal shares have declined 79.4% over the past 5 years, which puts the focus squarely on whether the current earnings profile supports where the stock now trades. Fresh tie ups with Meta on AI driven...
AI in America has a huge 1.7 million job shortage problem
Got skilled workers?
Jim Cramer Says Meta Must Be Seen as an ‘Enterprise Company’ as Muse AI Could Drive an '18 Times Multiple' to 24-25x
CNBC host Jim Cramer stated that Meta Platforms Inc. must be viewed as an “enterprise company” following the deployment of its Muse artificial intelligence technology. Cramer said this operational shift could drive Meta’s stock valuation from an “18 times multiple”...
HighLevel connects to Muse, a new AI product from Meta, bringing AI into everyday business workflows
HighLevel, the AI-powered operating system for businesses, agencies and founders, has announced that HighLevel now connects to Muse, a new AI product from Meta, giving businesses a way to use Muse across the workflows, conversations, calendars and customer information they already manage in HighLevel.
Alliance for America's Skilled Trades Expands with New Companies, Unveils New Research - The State of America’s Skilled Trades: A National Report
DETROIT, September 30, 2026--A new report released today by the Alliance for America's Skilled Trades finds the U.S. will need to fill an estimated 1.7 million skilled trades openings each year through 2035, while training programs produce just 55 workers for every 100 needed.
The $3T AI spend, grid bottlenecks, and the indexing trap
Kelly Intelligence's Kevin Kelly and Visible Alpha's Melissa Otto map out the next phase of the AI supercycle and break the massive energy grid bottleneck threatening the AI boom.
S&P 500 investors may have more tech exposure than they think: Here's how one wealth manager mitigates concentration risk
Kenny Polcari says investors using market-weighted S&P 500 funds should examine their technology concentration before adding more tech-focused ETFs or buying the next pullback.
MongoDB Not in a Rush to Find CEO Successor, Ittycheria Says
MongoDB Interim President and CEO Dev Ittycheria discusses the outlook for the company after Meta Platforms tapped former CEO Chirantan "CJ" Desai to lead a new AI platform for enterprise customers. He speaks on "Bloomberg The Close."
Meta & Anthropic CEOs: 'Whoever wins AI, wins'
Anthropic (ANTH.PVT) CEO Dario Amodei and Meta (META) CEO Mark Zuckerberg discussed industry safety standards and internal controls alongside President Donald Trump. Both executives emphasized the critical need for safe development and unified auditing frameworks, with Amodei noting that "whoever wins AI, wins," while highlighting the importance of managing the technology's real risks.
Should You Buy The Dip In MongoDB Stock?
MongoDB (MDB) stock has fallen 26% from its late-August high. Over the past month it lost 24%, while the S&P 500 slipped just 0.5%. When a stock falls that fast, many investors want to buy while the price is low. But you only gain from a lower price if the business itself is still healthy. So is this a chance to buy MongoDB cheaper, or a warning about the business.
Innodata vs. Nebius Group N.V.: Which AI Stock Is a Better Buy in 2026?
Innodata offers profitable data engineering with zero debt, while Nebius scales infrastructure at massive cash burn, a fundamental choice between profitability and growth.
Meta Platforms (META) Could Be 30% Undervalued On Its Enterprise AI Push
Meta Platforms (META) just drew a clear line into enterprise AI, unveiling the Meta Enterprise Platform and hiring former MongoDB chief executive Chirantan Desai to run the new pillar alongside its consumer Muse agent push. The new enterprise push lands just after a sharp run in Meta Platforms’ share price, with a 30-day share price return of 23.81% and a 90-day share price return of 27.04%. This momentum has recently cooled, as the 1-day move slipped 4.79% and the 7-day return declined...
Meta's own fine print says you're responsible for every purchase its Muse AI agent makes with your card
While Muse remains the top download on Apple’s App Store, many of those new users may not realize the risks they’re assuming when installing the app.
Apple, Meta, Iovance, Carnival, Fair Isaac, Bloom Energy, SpaceX, and More Stocks That Explain Today’s Market
Nvidia fell 0.3%, reversing from Monday’s gains when it announced a $150 billion expansion to its stock buyback plan and software to tackle the problem of AI safety. Navitas Semiconductor rose 1.1% after it received a U.S. Army grant to develop power semiconductor technology.
Should You Sell Your Roblox Stock Now?
Roblox (RBLX) holders have one worry: the stock has lost most of its value over the past year and may fall further. A $10,000 holding bought a year ago is worth about $3,170 today. The shares fell 9.9% on September 28, the day Roblox was downgraded to underperform by Jefferies. A fall this deep is worth holding through only if the business is still healthy. So is Roblox's business breaking, or are its players just spending less than the company expected.
AI agents are coming to your home and office
OpenAI and Meta are bringing AI agents to the masses.
Meta’s Muse Earned a “20% Bump on the Multiple.” Now Earnings Have to Catch Up
Key TakeawaysMeta’s Muse rally helped push its NTM P/E from roughly 17x at its 2026 low to about 22x, even as earnings estimates moved much less dramatically. Meta is building a commercial path for its AI technology through Meta Enterprise Platform and the hiring of MongoDB CEO Chirantan “CJ” Desai.
What we know about Trump's meeting with Alex Karp, Jensen Huang, & other AI leaders
President Trump met with several AI leaders at the White House on Tuesday, including Nvidia (NVDA) CEO Jensen Huang and Anthropic (ANTH.PVT) CEO Dario Amodei. Yahoo Finance Washington Correspondent Ben Werschkul outlines the details.
Billionaire Investor: Meta’s Muse Puts Apple’s “30% Rev Share on Notice”
Key TakeawaysAll-In co-host Chamath Palihapitiya says AI agents like Meta’s Muse put the App Store’s 30% rev share “on notice,” just as Apple is up 10% in a month. Mark Zuckerberg says Muse’s business model is to take a small cut of each transaction, so Meta is going after the same toll Apple collects.
Why Cathie Wood Keeps Loading Up on Meta
ARK Investment Management made three separate bets on Meta in September, selling rival AI giants to fund each purchase, even as Meta's expenses outpaced its revenue and a new competitor threatened its biggest growth story.
Morgan Stanley Resets Okta Stock Price Target For Rest of Year
AI agents are opening a new cybersecurity growth market
What Is The One Risk Every Google Stock Investor Should Know?
Alphabet turns about 42 cents of every sales dollar into operating cash, yet only about 12 cents is left as free cash flow. That's less than any of its big-tech peers except Amazon, and lower vs its own three-year average. The gap is capital spending, mostly on AI. Even so, Alphabet (GOOGL) stock returned 40% over the past twelve months, against 17.7% for the S&P 500. The price appears to assume that the spending will pay for itself. With Google Cloud growing fast, that looks reasonable. But man
Stock-Split Watch: Is Meta Platforms Next?
Meta Platforms has never completed a conventional stock split. After a nearly 30% September surge, is that finally about to change?
MongoDB CEO’s Surprise Exit 'Creates More Questions Than Answers,' Analyst Says Ahead Of Investor Day
Analysts raised concerns about MongoDB’s outlook, while retail investors are extremely bullish ahead of Investor Day.
MongoDB (MDB): CEO Exit Puts Strategy Under Scrutiny Ahead of Investor Day
MongoDB, Inc. (NASDAQ:MDB) is heading into its annual Investor Day with a sudden leadership transition after President and CEO Chirantan “CJ” Desai stepped down effective immediately to pursue a senior role at Meta Platforms, Inc. The company appointed former CEO Dev Ittycheria as interim President and CEO while beginning a search for a permanent successor. […]
Meta Hasn't Split Its Stock Since Its IPO. Would a Stock Split Get It Into the Dow?
A split wouldn't change what the social media giant is worth. Might it still open the door to the Dow?
Meta’s AI ambitions put BlackRock’s prediction under spotlight
Mark Zuckerberg announces the Meta Enterprise Platform.
MongoDB stock crashes 26% as its CEO jumps ship
A former chief is back in the corner office, and the outlook hasn’t changed. Wall Street isn’t convinced that’s enough.
Why Atlassian (TEAM) Stock Is Down Today
Shares of collaboration software company Atlassian (NASDAQ:TEAM) fell 4.6% in the afternoon session after Meta launched Meta Enterprise Platform, adding competitive pressure for business software just as higher yields hit rate-sensitive software stocks.
Is Shopify (SHOP)’s AI Opportunity Bigger Than it Looks?
On September 23, Mizuho reiterated an Outperform rating and $180 price target on Shopify Inc. (NASDAQ:SHOP), viewing a recent stock pullback as a compelling buying opportunity. The weakness occurred after reports surfaced that Meta Platforms is planning a Meta Pay wallet for its new Muse AI assistant, causing investors to fear potential disintermediation. However, Mizuho […]
OpenAI Cancels Latest Model Release Ahead of DevDay Conference: Report
On the eve of its developer conference, OpenAI scrapped the release of its most advanced artificial intelligence model due to safety concerns. According to a report from The Wall Street Journal, OpenAI isn’t moving ahead with the release of its GPT-6.1 Astra, which was initially slated to be announced in the coming days or weeks with a potential October debut. Conversations surrounding the threats AI could pose to society have garnered a lot of attention following news that OpenAI’s models took “dangerous actions that no human directed,” to breach the systems of Hugging Face, another AI company.
Why Meta (META) Stock Is Trading Lower Today
Shares of social network operator Meta Platforms (NASDAQ:META) fell 4.1% in the morning session as investors locked in profits following a 13% weekly rally driven by its new Muse artificial intelligence agent, while borrowing plans added pressure.
Meta Platforms (META): Are You Going to Buy the Promise?
The promise is what Meta Platforms, Inc. (NASDAQ:META) can do with AI and the reward for investors. But the cost associated with the AI ambitions is steep, even for a company with deep pockets. But no pain, no gain. We’ve all heard that. Meta’s capital expenditures shot up to $31.1 billion in Q2, from $19.4 […]
Why MongoDB (MDB) Stock Is Nosediving
Shares of database platform company MongoDB (NASDAQ:MDB) fell 22.3% in the pre-market session after the company announced that President and Chief Executive Officer Chirantan "CJ" Desai resigned abruptly to lead an enterprise artificial intelligence initiative at Meta Platforms, Inc.
Investors Concerned As Google Again Playing From Behind
Is Alphabet falling behind in the artificial intelligence race, or is a massive market comeback just around the corner? In a recent episode of The AI Investor Podcast, co-hosts Eric Bleeker and Austin Smith broke down the ripple effects of Meta’s revolutionary Muse launch and what it means for major tech giants and AI stock investing. They examined why Google has historically dominated user login data and operating systems, and whether Alphabet can catch up to the new wave of agentic AI. Should Alphabet investors be concerned or might there be a killer new version of Gemini right around the corner that's ready to turn investor jeers into cheers?
Meta elevates Bounds to lead PR, shifts Ginsberg to AI unit - Axios
Investing.com -- Meta Platforms Inc (NASDAQ:META) is reorganizing its communications and public affairs leadership, elevating long-time company executive Tucker Bounds to head global communications while transitioning predecessor David Ginsberg into an artificial intelligence product role, according to internal memos obtained by Axios. The strategic shuffle positions Bounds to oversee Meta’s public messaging across corporate, product, internal, and CEO communications during a period of mounting
Meta Just Launched Its New Charm Gadget for Muse AI. What This Means for META Stock.
Meta recently launched its Muse Charm gadget for its popular personal AI agent.
What Nvidia's $150 billion stock buyback means for shareholders and potential investors
Nvidia is launching the largest-ever U.S. stock buyback. Here's what the plan could mean for current shareholders and prospective investors.
MongoDB Stock Crashes Nearly 20% After CEO Desai Leaves to Meta
MongoDB Stock Takes a Brutal Hit as CEO Desai Leaves for Meta
3 tech stock charts you probably won't believe
Truist chief market strategist Keith Lerner served up a few tech charts that will get you thinking.
These AI Stocks Took Off Or Tumbled In Q3. Here's Why.
AI stocks show diverging fortunes in Q3, with software plays and Nvidia rebounding while Ciena, CoreWeave, Broadcom and Google lagged.
Senate Democrats question Big Tech on AI tax breaks in "one big beautiful bill"
Sen. Elizabeth Warren led letters to the four companies' CEOs demanding details on tax deductions tied to AI and data center spending
MongoDB stock tanks after Meta poaches CEO
MongoDB shares are falling after Meta hired MongoDB CEO Chirantan "CJ" Desai to lead the new Meta Enterprise Platform.
Marvell vs. Broadcom: Which Custom AI Chip Stock Has More Room to Run?
Broadcom (NASDAQ:AVGO) and Marvell (NASDAQ:MRVL) both help hyperscalers design specialized AI accelerators. Both are seen as major custom AI chip plays. But their stock prices tell a different story. Marvell shares have gained about 193% this year, while Broadcom has barely moved, with a year-to-date gain of roughly 2%. Don’t Miss: NVIDIA (NVDA) vs. Broadcom […]
MongoDB stock drops 15% as CEO Desai resigns for Meta
Investing.com -- Wall Street got a massive shock on Monday as MongoDB shares plunged 15% following the abrupt resignation of President and CEO Chirantan "CJ" Desai. Effective immediately, Desai is leaving the database giant to spearhead a massive new AI initiative at Meta Platforms.
Nvidia, Meta, SpaceX, Kodiak Sciences, MongoDB, Boeing, and More Stocks That Explain Today’s Market
Stock futures fell Monday after talks between the U.S. and Iran failed to reach a peace deal, driving oil prices up and pushing bond yields to a 19-year high. The chip maker said Monday it would launch the largest-ever U.S. stock buyback of $150 billion, bringing the total buyback authorization to $235 billion. Chip manufacturer Intel declined 2.3% and memory-card maker Sandisk fell 2.8% ahead of the opening bell.
Meta Stock Pulls Back After Muse-Fueled Rally. What Investors Are Watching Next.
Meta stock is down for a second day after a sharp 30% rally that followed the launch of its Muse AI app.
MongoDB Stock Sinks 16% as CEO Steps Down to ‘Pursue’ Role at Meta
FEATURE Shares of MongoDB tumbled Monday after the database company said its president and CEO has stepped down, effective immediately. MongoDB stock fell 16% to $346.50 in premarket trading on Monday after ending Friday down 2.
OpenAI Pauses Training of AI Models. Why Trump Still Holds the Key.
OpenAI announcing a pause to training its most capable models is bad news for the AI trade but President Donald Trump can ride to the rescue.
AI’s hidden $3tn bill could wreck the world economy
In Adam McKay’s 2015 Oscar-winning film The Big Short, Christian Bale portrays Michael Burry, the offbeat hedge-fund manager who first spots cracks in the US subprime mortgage bubble.
MongoDB Announces CEO Transition
MongoDB, Inc. (NASDAQ: MDB) today announced that Chirantan "CJ" Desai has stepped down as President and CEO of MongoDB, effective immediately. Desai is leaving to pursue a senior role at Meta Platforms, Inc.
Meta Stock Drops Again. Is Its Muse Boost Already Fading?
The shares have jumped more than 30% in September but are on track for the first time back-to-back losses since mid-August.
Walmart CEO Assures Shoppers AI Won’t Lead to Surge Pricing
CEO John Furner says the retailer won’t use artificial intelligence or personalized data to set individual pricing.
Apollo's Sløk: Is an 'agentic bank run' coming?
Apollo chief economist Torsten Sløk is looking ahead to when AI agents such as Meta's Muse are empowered to make common-sense money moves.
Aave Just Turned Tokenized Apple, Nvidia and Tesla Stocks Into USDC Loan Collateral
Seven Coinbase tokenized stocks, including Apple, Nvidia and Tesla, can now be used as collateral to borrow USDC on Aave V4 on Base. The stocks ...
MAG 7 Voices: Jensen Huang, Elon Musk, Mark Zuckerberg Shape A Week Of AI Debate
Nvidia CEO Jensen Huang defended continued AI development while calling for AI labs that cannot contain unsafe experiments to be shut down.
3 Market-Beating Stocks Worth Your Attention
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
Stocktwits Tech Watch: Micron’s Q4 Report, OpenAI Developer Conference Keep AI Trade In Focus This Week
AI momentum faces a fresh test as earnings, product launches and IPOs put tech investors back on alert.
Elon Musk Amplifies Privacy Concerns Over Meta’s Muse After Reports Emerge AI Agent Accessed Private Messages
Meta Platforms, Inc.’s (NASDAQ:META) Muse AI agent is facing fresh privacy and safety questions after reports emerged of unexpected access to private messages and sensitive user information. Elon Musk Amplifies Muse Privacy Concerns On Sunday, Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk reposted a post from Gizmodo Senior Editor Ray Wong, who criticized Muse after sharing an account in which the AI agent allegedly provided a Facebook Marketplace seller with a user’s address,
Does Meta (META)’s Advertising Scale Make Brief Outages Financially Irrelevant?
Outages at Meta Platforms, Inc. (NASDAQ:META)’s platforms don’t usually move the stock, but they do tend to raise the same question each time they recur. On September 20, Reuters reported that Facebook and Instagram went down for U.S. users for roughly an hour, starting around 8:55 p.m. Eastern, with Downdetector logging more than 17,000 Facebook […]
META, GOOGL, NVDA, BB, SPCX: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week
Tech stocks drew strong attention last week as Meta advanced on AI agents, Nvidia looks to benefit from China chip demand, and BlackBerry posted strong QNX results.
The Trust Paradox: Agent Payment Infrastructure Is Outpacing Consumer Readiness
A month of plumbing September 2026 shipped more agentic commerce infrastructure in thirty days than the previous two years combined. Stripe flipped the switch on WebMCP across 7.8 million businesses. The OCC conditionally approved Catena Labs for a national trust bank charter purpose-built for AI agents. Meta launched Muse with Stripe-powered Link checkout at over […]
While Everyone’s Debating Muse, Mark Zuckerberg Is Quietly Building a 4,300-Mile Cable Under the Ocean. Here’s What It’s For.
Meta is racing to own the undersea cables carrying AI data across oceans, even as investors obsess over its Muse app.
Meta (META) Loses a New Mexico Jury Verdict Over Facebook Data Practices
Meta Platforms, Inc. (NASDAQ:META) lost a civil jury verdict in Santa Fe on September 25. The jury found that the company misled New Mexico residents about how Facebook handled their personal information. The shares fell 3.33% to close at $751.66. The case took five years to reach trial. It reaches back further than that, to […]
Why Meta Platforms Stock Jumped 13% This Week
Muse is tantalizing investors.
Muse Could Be the Third ‘S-Curve’ in AI So Buy Meta Platforms Stock Now
Cantor Fitzgerald believes Meta could benefit from the third S-curve in AI: personal AI agents.
Big Tech Workers Speak Out After Getting Laid Off: 'I Applied to Work Cashier at Target and I Was Denied'
For years, landing a high-paying job at one of America’s biggest tech companies could feel like reaching the top of the industry. But four former Big Tech workers told Business Insider how quickly six-figure salaries and seemingly secure careers disappeared...
Jobs, Inflation, Nike, Carmax, Micron, and More to Watch This Week
This week will bring the September jobs report and data on personal consumption, manufacturing, and home prices. Carnival, Conagra, and Jefferies report earnings.
AI’s $10 Trillion Buildout Will Reach 3.6% of GDP. Who’s Going to Pay for It?
Big Tech is funneling nearly $200 billion into AI infrastructure every single quarter, a share of the economy larger than the entire railroad expansion. But the balance sheets tell a more complicated story about who is actually footing the bill.
Michael Burry sends a stark warning to Big Tech stock investors
Michael Burry just went through five balance sheets and came back with a warning nobody on Wall Street wants to hear.
Wall Street Giant Warns AI Agents Could Trigger a New Kind of Bank Run
Apollo warns AI agents like Meta's Muse could move cash from 0.1% bank accounts into 5% yields. Here's what it means for you.
Meta Platforms (META) Found Liable For Nearly 44 Million New Mexico Violations
Meta Platforms (NasdaqGS:META) was found guilty by a New Mexico jury of willfully violating the state's Unfair Practices Act nearly 44 million times. The case centers on alleged misleading statements to New Mexico residents about data use, misinformation, and hate speech tied to the Cambridge Analytica scandal. Potential penalties were cited at up to $219.5b, alongside possible court ordered corrective measures that could alter Meta's platform practices. This New Mexico verdict over alleged...
Meta Is Up 30% in a Month. Is Its New AI Agent Really That Good?
Meta's new Muse AI agent has Wall Street buzzing and shares surging, but the company has yet to reveal a single usage or revenue figure to back up the hype before a critical October earnings report.
Why Investors Should Be Bullish on Meta Platforms and Its AI Strategy
Meta is catching up with AI competitors, and investors are noticing.
'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.
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.
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.
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.
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.
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...
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.
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.
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 […]
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.
How AI shopping agents could reshape hardline, broadline and food retail - UBS
Investing.com -- The adoption of AI shopping agents could reshape U.S. retail by giving consumers greater control over purchasing decisions and shifting profit pools away from retailers that rely heavily on product discovery and advertising, UBS analysts said.
3 Founder Led Stocks To Own In September 2026
Bond yields in the US recently moved to their highest levels in about two decades, which has pushed borrowing costs higher and put more pressure on traditional, debt heavy business models. Founders who still run the companies they built often respond faster when money gets expensive, because their own legacy is on the line. This article walks through three founder led stocks from our screener that tap into that mindset. The three founder led stocks below are just a sample, and the full screen...
Meta Stock Is Having Its Best Month Since 2013. History Says Every 20% Month Has Led to Gains a Year Later.
Most of the social media giant's earlier 20% months came with hard numbers behind them. Does this one?
Shopify (SHOP) Is Up 10.7% After New Meta AI Pact And Tailwind Labs Deal - Has The Bull Case Changed?
In recent days, Shopify has accelerated its push into AI-powered commerce, signing an AI sales partnership with Meta’s Muse agent, completing the acquisition of Tailwind Labs (creator of Tailwind CSS), and highlighting strong growth in AI-driven traffic and orders alongside profitability. This cluster of AI initiatives and developer tools enhances Shopify’s ambition to be the interface layer for global, high-margin, software-based commerce infrastructure, even as investors weigh higher...
Meta’s Muse Could Be the Biggest Threat Google Has Faced in 20 Years
Meta’s Muse could challenge Google’s $63 billion Search business by replacing searches, clicks, and ads with AI-driven decisions and transactions.
1 Agentic AI Chip Stock to Buy and 1 to Sell
AMD looks like a great buy, while ARM Holdings' stock has gotten ahead of itself.
Shopify Just Signed an AI Deal With Meta, but I Wouldn’t Rush to Buy SHOP Stock
SHOP's competitors are also using AI to a large extent.
Fastly (FSLY) Is Getting More Interesting. Meta’s Muse Is Part of the Reason
Fastly, Inc. (NASDAQ:FSLY) is seeking to become more than a content delivery network. At its Investor Day event on September 22, the company highlighted a platform strategy built around delivery, security, compute, and observability. The timing of this strategy couldn’t be better. AI-generated traffic is creating a new source of demand for infrastructure capable of […]
The 3 "Magnificent Seven" Stocks That I'm Buying Now
The best-performing Magnificent Seven stocks are AI leaders.
Banks have profited from idle cash for years. AI agents could change that.
Wall Street's latest artificial intelligence fear for US banks is that AI agents might help customers get a better deal on their cash.
Zuckerberg takes a swing at Vision Pro with $1,299 glasses
Meta’s $1,299 VR glasses cost about a third of Apple’s Vision Pro, but they will not ship until spring 2027.
Most Investors Own All Seven Magnificent Seven Stocks. That's a Mistake.
There are many stocks out there beyond the big AI ones.
Meta has an AI solution to its misunderstood trust problem
Being first and good enough might be enough for Muse to win.
Why Twilio (TWLO) Shares Are Getting Obliterated Today
Shares of customer engagement platform Twilio (NYSE:TWLO) fell 7.6% in the afternoon session after HSBC downgraded the stock from Hold to Reduce.
Penguin Solutions and onsemi Shares Skyrocket, What You Need To Know
A number of stocks jumped in the afternoon session after investors extended a multi-day rally driven by rising compute demand for agentic artificial intelligence following the rollout of Meta Platforms' Muse agent.
JPMorgan makes a bold call on Meta after key launch
Meta had a big week. JPMorgan just told investors what it thinks.
Disney (DIS) Names its First Technology Chief. Can AI Investment Deliver Returns?
On September 18, 2026, Reuters reported that The Walt Disney Company (NYSE:DIS) named Karandeep Anand, the outgoing CEO of generative AI chatbot service Character.AI, as its first-ever chief technology officer, effective October 2. Anand will report directly to CEO Josh D’Amaro. He will oversee enterprise technology, AI platforms, and engineering across Disney’s business segments, with […]
AutoZone Is Still a Buy, Analyst Says. Plus, Meta and 5 More Stocks.
RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.
This TSX top gainer rose 13% this week as it looks to ride Meta's wave
The Week in Stocks: How bond yields are hitting utility stocks, why this REIT suspended its cash distribution and more
Microsoft, Meta, Akamai, Zscaler, Comcast, and More Stocks That Explain Today’s Market
FEATURE Stocks rose Friday as investors grew more optimistic on reported progress toward reaching a resolution to the conflict in Iran and as oil prices fell back below $100 a barrel. Advanced Micro Devices rose 0.
US Equity Indexes Rose This Week as Mega-Cap Tech Jumps While Iran Proposes Conditional Reopening of Hormuz Chokepoint
US equity indexes rose this week amid gains in big tech and as Iran floated a conditional proposal t
Stock Market Today: Dow Surges 450 Points On U.S.-Iran Peace Hopes; Micron Rises
Stock Market Today: The Dow Jones index rises Friday on U.S.-Iran peace hopes. Stock indexes found support from sliding oil prices.
Market Chatter: Meta Platforms Loses New Mexico Jury Trial Over Cambridge Analytica Data Scandal
Meta Platforms (META) lost a jury trial in New Mexico, which found that the company misled the state
HSBC Just Downgraded Twilio Stock. Here's Why.
Twilio shares sink as HSBC issues a bearish research note. Here’s why analyst Sameer Lam recommends caution in playing TWLO stock.
How Meta’s Muse Saved the Market—While Savaging These Stocks
the question isn’t who will pick up the slack if and when the AI heavyweights slow down—it’s whose lunch the tech will eat next.
Meta Stock Surges 11% on AI Monetization Hopes
Meta has announced plans surrounding AI monetization, causing Wall Street to send META stock soaring.
Week’s Best: Top Dividend Stocks for a Rocky Market
As most financial advisors know, having some solid dividend stocks can cushion a portfolio’s volatility, reduce reliance on stock price appreciation, and allow for better sleep. BP Kraft Heinz and Morgan Stanley are just a few of the 11 stocks mentioned. Concerns about the impact of artificial intelligence on brokerage firms have repeatedly driven selloffs this year.
Meta’s Loudest AI Bull Just Cut His Own Stock Exposure and It Is Not Because of AI
Brad Gerstner just made his loudest public case yet for Meta Platforms while simultaneously pulling Altimeter back from full market exposure, and his reason has nothing to do with AI doubts.
Why Intel Stock Jumped This Week
The company could benefit from the rise in AI usage.
Tech Companies’ Cash Burn Isn’t the Problem You Might Think
The five hyperscalers are spending some $1 trillion a year to build out artificial-intelligence infrastructure, and their annual free cash flow is expected to show a decline of $440 billion.
Why Did OKTA, S, META Stocks Jump To 52-Week Highs Today?
Okta, SentinelOne and Meta Platforms jumped to 52-week highs on Thursday amid a series of positive catalysts and rising Wall Street optimism.
'Is AI Gonna Kill Us?’ Mark Zuckerberg Has an Answer — And He’s ‘Quite Optimistic’ About the Future
Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg said AI companies do not need industry-wide coordination to develop advanced systems safely, arguing that individual labs can address risks internally while prioritizing trust, privacy and alignment. AI Won’t ‘Kill Us’ If Companies Act Responsibly Speaking in an interview with journalist Joanna Stern posted on YouTube Thursday, Zuckerberg was asked, "Is AI gonna kill us?" In response, Zuckerberg said he was "quite optimistic" about AI’s futu
Meta Has Lost More Than $85 Billion on Its Glasses and Headsets. Here's What Would Stop It.
What would it take to stop the losses in the social media giant's hardware unit?
Alphabet vs. Meta: Which AI Advertising Giant Is the Better Stock to Buy?
Alphabet Inc. (NASDAQ:GOOGL) and Meta Platforms, Inc. (NASDAQ:META) are both using AI to make advertising more valuable while spending tens of billions of dollars on the models and infrastructure underneath it. Their valuations now make the portfolio choice unusually close. Alphabet trades at roughly 25 times forward earnings, while Meta is near 23 times. The […]
Mark Zuckerberg's Muse Push Rockets Meta Past Musk's SpaceX — Instagram, Facebook Parent Now Worth $1.98 Trillion
Meta Platforms Inc. (NASDAQ:META) has overtaken Space Exploration Technologies Corp. (NASDAQ:SPCX) to become the world’s seventh-largest public company by market capitalization, as excitement builds around its new AI agent, Muse. Muse Gives Meta a New Growth Story At Thursday’s close, Meta’s market cap was roughly $1.72 trillion, ahead of SpaceX’s $1.14 trillion, according to Yahoo Finance data. Muse was launched on Sept. 8 and quickly climbed to No. 1 on Apple’s U.S. App Store, with its 12-day
AMD, INTC Stocks Extend Rally As Meta's Muse Fuels Bets On An AI-Agent CPU Boom
Agentic AI is reshaping expectations for chip infrastructure and CPU demand.
JPMorgan sends strong message to Meta stock investors
A Wall Street bank that soured on the stock in April now sees a historic run for its newest AI app
PayPal Holdings (PYPL), What Is Behind The Fresh Attention?
PayPal Holdings (PYPL) is back in focus after Meta folded its Muse AI shopping assistant into PayPal’s global merchant network, letting users move from product discovery to PayPal powered checkout inside the agent. Despite the Muse AI partnership putting PayPal Holdings back in the headlines, the share price has been under pressure in recent months, with a 30 day share price return of down 15.5% and a year to date share price return of down 9.5%. This is set against a stronger 90 day share...
Why Etsy (ETSY) Stock Is Trading Lower Today
Shares of online marketplace Etsy (NYSE:ETSY) fell 8.1% in the afternoon session after online marketplace shares fell as investors kept pricing in the threat that Meta’s Muse AI agent could disintermediate shopping and booking platforms. According to CNBC, Muse can shop on a user’s behalf across sites and marketplaces, and while Meta stock has rallied on the product’s early traction, the same rollout has pressured financial-services and online-travel names as investors see AI agents moving into
Meta (META) Stock Is Up, What You Need To Know
Shares of social network operator Meta Platforms (NASDAQ:META) jumped 4.3% in the afternoon session after investors continued to bid the stock higher as the Meta Connect event showcased new hardware and deeper Muse AI distribution beyond the phone. According to Meta’s Connect 2026 recap, the company said it is bringing Muse to its AI glasses so users can interact with the agent hands-free throughout the day, and showed Muse updates including new features, connectors, and a state-of-the-art model
Unity Software (U) Opens Day One VR Glasses Tools For Next Hardware Launch
Unity Software (NYSE:U) said it will offer day one engine support for Meta's next-generation VR Glasses. The toolkit lets creators build launch experiences using advanced rendering features and direct integration with Meta's AI assistants and workflows. Developers can begin preparing titles ahead of the headset release using updated Unity plugins aligned with Meta's latest VR and mixed reality APIs. Unity's day one support for Meta's new VR Glasses is an important factor to weigh in the...
S&P 500's Recent Flat Close Hides a Brutal Split Underneath
The S&P 500 closed nearly unchanged, but under the surface, breadth collapsed as yields surged and Oracle flagged AI-buildout strain.
META Stock Is Set For Its Best Month In Over 13 Years — It’s Inches Away From $2 Trillion Market Cap
Meta shares are experiencing their strongest monthly surge in over a decade, driven by strong consumer adoption of its new Muse AI assistant.
Arm Holdings (ARM) Stock Gains On AI CPU Demand Surge
Arm Holdings (NasdaqGS:ARM) gained alongside a broader semiconductor rally on 23 September 2026 linked to AI hardware demand. Investors focused on AI-driven CPU demand after Meta Platforms reported rapid uptake of its Muse AI agent for CPU-based inference workloads. Arm’s CPU designs were highlighted as a key foundation for handling Muse-related AI inference volumes, reinforcing its relevance in AI infrastructure discussions. The Muse-linked surge in AI CPU demand is important, but Arm...
Muse Powers META Shares Higher: A Closer Look
Meta Platforms (META) shares have been red-hot as of late, seeing big gains on the recent release of Muse, apersonal AI assistant that can autonomously complete multi-step tasks across the web, apps, and smart glasses.
META Stock Hits One-Year High — Meta Launches Tool To Let Users Build Games Through AI
Meta introduced Horizon Create and Horizon Studio, two AI-powered tools designed to let users build and publish complete 2D and 3D games.
Is Meta (META) Quietly Rewriting Its Hardware Strategy Through Muse-Powered Ray-Ban AI Glasses?
In September 2026, EssilorLuxottica and Meta Platforms, together with Dolby Laboratories, broadened Meta’s wearable and platform ecosystem by unveiling next-generation Ray-Ban Meta AI and Audio glasses, expanding to over 100 styles, and adding Dolby Atmos capture on AI glasses plus Dolby Vision and Atmos support across Instagram and Meta’s upcoming VR device. The launch of Muse, Meta’s personal AI agent, on these AI glasses turns eyewear into a hands-free compute interface, tying AI,...
Is Meta’s (META) Stock Still Cheap After Its AI-Fueled Rally?
Meta Platforms, Inc. (NASDAQ:META) has galloped over the last few weeks, jumping almost 40% since the end of July. Meta has risen by more than 20% since the September 8 launch of its Muse AI assistant alone. The rally has pushed the company’s valuation close to the $2 trillion mark, raising an important question: Is […]
Videogame Stocks Fall After Meta Announces AI Game Tool. Don’t Be Spooked Yet.
Videogame stocks took a hit Thursday afternoon after Meta Platforms announced new artificial intelligence tools that can build mobile games. Gaming investors shouldn’t be concerned just yet. Meta announced during the second day of its Connect conference that it was launching two new tools—Horizon Create and Horizon Studio—that enable creators to turn ideas into complete 2-D and 3-D mobile games.
Shopify Opens Its Doors to Muse, Here’s Why Amazon Won’t
Shopify Inc. (NASDAQ:SHOP) has signed a deal to make eligible Shopify stores fully shoppable through Meta’s new AI agent Muse. Amazon is taking the opposite approach, actively blocking Muse and a growing list of AI shopping tools from its platform. The contrast reflects two different approaches to agentic commerce. Shopify is opening its doors on […]
Oracle, Qualcomm, Meta, Everpure, BlackBerry, MGM, Nebius, and More Stocks That Explain Today’s Market
Oracle is tumbling. It sent a force majeure notice to the developer of the Project Jupiter campus, its data center project in New Mexico.
Meta’s Best Month Since 2013 Has It on Cusp of $2 Trillion Level
Meta Platforms Inc. is finally seeing the stock breakout that beleaguered bulls had been banking on.
Amazon Opens Seller Data to Claude Days After Blocking Meta’s Muse
Amazon.com Inc. (NASDAQ:AMZN) is opening its seller platform to Anthropic‘s Claude, just days after blocking Muse, the shopping agent from Meta Platforms Inc. (NASDAQ:META), from its retail site. The two moves show where Amazon is drawing the line on outside...
Franklin Templeton CEO drops 7-word verdict for AI stock investors
Jenny Johnson’s blunt assessment exposes what AI bulls still cannot prove.
Amazon Blocks Meta's Muse. It Could Be a Gift for Walmart and Shopify
Who will win in the latest AI power struggle?
The era of AI wearables focused on listening is here
Yahoo Finance Technology Editor Dan Howley joins Market Domination host Brooke DiPalma to report on the next round of wearable devices focused on listening to collect data, including built-in cameras in Meta's (META) Smart Glasses and the Apple (AAPL) Watch's use of the "Live Rewind" feature, as well as the privacy and consent concerns this could raise.
Meta's new AI device changes everything
Everyone's talking about the meteoric rise of Meta's Muse, but Zuck's real power move dropped a day later: a secretive, keychain-sized AI device with a camera and mic, shipped months ahead of OpenAI's rumored rival. Host Ejaaz Ahamadeen breaks down the Muse Charm news from Qualcomm's Snapdragon Summit in Hawaii, and unpacks the biggest stories of the week from Meta Connect and beyond.
Meta's stock surges as it moves from AI laggard to leader
KeyBanc Capital Markets Managing Director Justin Patterson joins Market Domination's Brooke DiPalma to discuss the resurgence of Meta (META) stock and how its upcoming product releases could usher it into the next phase of growth.
9-24-2026: Trump-Xi Summit, Surging Yields + AI Disruption Trade Fears
Michael Reinking, Senior Market Strategist at the NYSE, reviews a dynamic week in which the S&P 500 held modest gains despite poor breadth and surging Treasury yields. Strong flash PMI data fueled inflation worries, while Meta's new AI agent Muse sparked a fresh disruption trade across wealth managers, brokerages, and travel names. Oil prices swung sharply on shifting Middle East diplomacy headlines all week. President Trump and Xi Jinping met at the White House extending their trade truce through January while easing broader market jitters. Looking ahead, next week brings PCE inflation data, key earnings from Nike and Micron, and OpenAI's anticipated Dev Day.
Michael Burry says $3 trillion in off-balance-sheet AI commitments could blow a hole in Big Tech's revenue
The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.
Qualcomm vs. Marvell: Which Underdog AI Chip Stock Has More Upside From Here?
Qualcomm has more upside because its AI data center push is still underappreciated, while Marvell's AI growth story is already well known.
AI Data Center Boom Faces This 'Fundamental Trade-off' With China
Nobody's spending on data centers like the U.S., propelled by the belief that AI is an existential, winner-takes-all sprint. But America's contentious, trillion-dollar artificial intelligence infrastructure push relies on components and materials from its no. 1 rival: China. When it comes to rare-earths coatings for chip gear and gas turbines, or optical transceivers that link servers, or a long list...
Why Some Traders Are Ditching Meta for Cleaner AI Plays
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 trading at a steep discount with cleaner AI revenue already on the books.
PayPal Strikes Major Meta AI Shopping Deal
PayPal Powers Meta's Muse as AI Shopping Enters New Era
Veteran Analyst Resets Meta Stock Price Target For 2027
Cantor Lifts Meta Stock Price Target 26% as AI Agents Open $1 Trillion Market
Intel's 293% Rally Is Putting Its Valuation to the Test
Intel's AI opportunity has strengthened its growth story, but the stock's sharp run has pushed its sales multiple above the semiconductor industry average.
Google's Gemini 4 Just Sent a New Signal to AI Investors
Google DeepMind says Gemini 4 has entered post-training as Alphabet pushes to keep pace in the fast-moving AI model race.
Meta Just Made Its AI Ambitions a Lot More Personal
Meta is taking its Muse AI agent beyond the phone with a small connected device designed to keep the assistant within reach.
Wall Street sees Muse as Meta’s next big catalyst after Connect event
Investing.com -- Wall Street analysts were largely positive on Meta Platforms (NASDAQ: META) after its Meta Connect event, where the company made its Muse AI agent the centerpiece of its product and hardware plans.
Walmart (WMT) Stock Looks About Right As AI Shopping Ties Expand
Walmart shares have quietly built a powerful track record over the past few years, which puts a sharper spotlight on what investors are really paying for its earnings today. With the stock last closing at US$110.53, the key issue is whether that price still lines up with what the retailer is generating in profit. Over the past 5 years, Walmart has returned 151.3%, which raises the question of how much of that gain is backed by its earnings power versus higher expectations being baked into...
Dow Jones Futures Fall As Treasury Yields, Oil Prices Keep Rising. Meta, Everpure, Grail Are Early Movers.
Dow Jones futures fell early Thursday, along with S&P 500 futures and especially Nasdaq futures. The 30-year Treasury yield hit a fresh long-term high while oil prices rose again. The Trump-Xi summit is on tap.
Mark Zuckerberg Buying PayPal Could Save Meta '5-10 Years' in Super-App Race Against Elon Musk, Says Hedge Fund Manager
Great Hill Capital Chairman Thomas Hayes suggested Meta Platforms Inc. should acquire PayPal Holdings Inc. for $90 billion, stating the deal could save Meta “5-10 years” in building a “WeChat super-app” ahead of Elon Musk‘s Xmoney. Strategic Advantage Over Xmoney...
Dolby Expands Meta Partnership With Atmos and Vision Across Devices
DLB expands across Meta's ecosystem as Dolby Atmos and Vision reach AI glasses, Instagram and VR, broadening its digital content footprint.
JPMorgan raises Meta price target to $920 after Muse AI launch
The bank says Muse has the potential to become the most widely used consumer AI application since ChatGPT
Intel, Marvell, Super Micro, Meta, MGM, and More Stocks That Explain Today’s Market
AI stocks struggle as Wall Street frets about rising bond yields, while Meta Platforms slides as investors lock in some profit after a 12% rally.
What Does Snap (SNAP) Need To Prove As 2,500 Addiction Lawsuits Build?
Snap (NYSE: SNAP) faces more than 2,500 federal lawsuits alleging its platforms contribute to social media addiction among minors. Snap, Meta, TikTok, and YouTube reached a landmark settlement with Breathitt County School District, the first multi-platform resolution with a school system. The Breathitt County agreement covers claims that social media products strained district resources by contributing to student mental health and discipline issues. The escalation of addiction lawsuits and...
Meta Maps Out Muse Monetization Strategy: Tap With ETFs or Stock?
Meta's Muse AI agent is expanding into commerce ahead of the holiday season. Can it unlock a new revenue stream?
AI data centers in the ocean: Fmr Meta CTO wild plan
Yahoo Finance Executive Editor Brian Sozzi talks with former Meta CTO and Gigascale Capital founding partner Mike Schroepfer about a radical new solution to AI's massive energy demands.
Meta is making a Tamagotchi-style ‘Charm’ that wants to run your life for you
Meta is making a Tamagotchi-style device that can run your life for you, chief executive Mark Zuckerberg has announced. The device, called the Muse Charm, is a small gadget that can be worn on a string and used to speak to Meta’s newly viral AI agent. Muse was launched in early September and Meta has pushed it as a way of letting artificial intelligence run people’s lives – booking appointments, writing emails and buying things on their behalf.
Meta’s Muse is a game changer—but can it win consumers' trust?
The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss how Meta's (META) new AI agent, Muse, could pose challenges to user trust and why being first may not be enough, as rivals like Apple (AAPL) and Google (GOOG) could prepare their own responses.
Here are the stocks taking a hit amid the Muse hype
The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian look at the stocks taking a hit as Meta's (META) new AI agent, Muse, grows in popularity and why its hype may not measure up to its disruptive potential.
Meta’s Muse AI Partnership Could Be A Game Changer For PayPal Holdings (PYPL)
Earlier in September 2026, Meta announced a partnership bringing its Muse AI shopping agent to PayPal’s global merchant network, allowing consumers to discover products and complete PayPal-powered checkouts directly through Muse. This move plugs PayPal into a fast-growing consumer AI commerce ecosystem, potentially reinforcing its role as a preferred payment option within emerging agent-based shopping experiences. Next, we’ll examine how PayPal’s integration into Meta’s Muse AI shopping...
AMD Is Up 293% in a Year and Still Climbing. This is Where It’ll Trade in 2027
AMD just crossed a milestone that chip investors rarely live to see twice, and Wall Street is still scrambling to catch up. Here is the specific scenario that puts shares at a number most analysts haven't dared to publish.
Zacks Investment Ideas feature highlights: Astera Labs, SpaceX, Cloudflare, NVIDIA and Meta Platforms
Astera Labs gains momentum as AI data centers scale, with triple-digit growth, repeated earnings beats and rising connectivity demand.
Meta Platforms' National TV Ad Shows a Major Shift in the Business Model
Muse might be a game changer for a company that has been trying to diversify its revenue sources beyond online ads for many years.
Morgan Stanley says AI agents could boost, not threaten, call-center firms
Investing.com -- Morgan Stanley said in a note Wednesday that the rise of consumer AI agents such as Meta's Muse could benefit communications and software vendors long seen as vulnerable to automation, rather than threaten them.
Zacks Investment Ideas feature highlights: Meta
Meta's rebound gains momentum as Muse, frontier AI models and new monetization paths reshape the case for its massive AI spending.
OpenAI and Anthropic Launch New Models. Why They’re No Threat to Meta’s Muse.
OpenAI and Anthropic released new AI models on Tuesday. But the release of Meta Platforms’ Muse looks to have caught them flat-footed.
Meta Could Ride AI’s ‘Third S-Curve’ As Personal Agent Muse Takes Off, Says Cantor — KeyBanc Lifts Target To $900
The Street is getting more bullish on Meta stock as Muse’s rapid adoption strengthens the case for new consumer AI revenue streams and faster medium-term earnings growth.
Meta Draws a $900 Call as KeyBanc Models Past Consensus
KeyBanc's revenue estimates sit 3% to 4% above Wall Street through 2028
Pay Attention, Wall Street Is Actively Re-Rating AMD as It Crosses $1 Trillion
AMD just crossed a trillion-dollar market cap and the sell side is scrambling to rewrite its models in real time, but the gap between the bulls racing to raise targets and the bears warning of a blow-off top has never been wider.