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Alphabet vs. Meta: One Magnificent Seven Stock Is the Better Buy
24/7 Wall St.15d agobullish
Alphabet vs. Meta: One Magnificent Seven Stock Is the Better Buy

Alphabet and Meta both dropped Q2 earnings within days of each other, but the results sent these two AI giants down sharply different paths. One trades at a discount despite explosive cloud growth, while the other faces a balance sheet doing heavier lifting than investors may realize.

Meta at $645: Recent Momentum Makes One Thing Very Clear
24/7 Wall St.15d agoneutral
Meta at $645: Recent Momentum Makes One Thing Very Clear

Meta just outran a falling market by more than 7 points in a single month, yet the stock still trails the S&P 500 by nearly 13 points year to date and carries a capex bill that cratered free cash flow by over 90%. Something has to give.

Meta Trending After Unveiling Muse, Its First Personal AI Agent
Benzinga15d agoneutral
Meta Trending After Unveiling Muse, Its First Personal AI Agent

Meta Platforms Inc. is trending Wednesday after the company announced Muse, a personal AI agent designed to proactively help users manage tasks and achieve goals. Muse: Meta’s AI Agent for Real-World Tasks Muse is designed to do more than answer...

Meta’s (META) Muse Launch Turns the AI Debate toward Subscription Economics
Insider Monkey15d agoneutral
Meta’s (META) Muse Launch Turns the AI Debate toward Subscription Economics

Meta Platforms, Inc. (NASDAQ: META) launched Muse this week. The long-touted AI assistant, powered by its Muse Spark model, is aimed at customers and small businesses. With the tech giant having spent billions of dollars making artificial intelligence better at recommending content and advertisements, the question now is whether Meta can leverage Muse to drive […]

Meta’s $18 Billion Settlement Removes a Massive Risk, But May Reshape Teen Engagement
Insider Monkey15d agoneutral
Meta’s $18 Billion Settlement Removes a Massive Risk, But May Reshape Teen Engagement

Meta Platforms, Inc. (NASDAQ:META) has agreed to pay approximately $18 billion to resolve claims that it intentionally designed addictive platforms that harmed young people’s mental health. The settlement ends a closely watched trial involving 29 states, four of which had sought as much as $1.4 trillion in damages and significant changes to Meta’s (NASDAQ:META) platforms. […]

Should You Buy AppLovin Stock For Its Widening Margin?
Trefis15d agobullish
Should You Buy AppLovin Stock For Its Widening Margin?

AppLovin (APP) stock trades at $312.01, at about 43% of its 52-week high, after a 44.6% fall over the past three months. After the June quarter, the market treated one light quarter of model improvement as the growth engine breaking, though year-over-year revenue growth had already slowed in each of the last three quarters. One number argues the operating business kept getting more profitable straight through it: an operating margin of 77.4% over the trailing twelve months, up from 69.6% a year

Why Is AppLovin Stock Trading Near Its Low While Revenue Keeps Growing?
Trefis15d agoneutral
Why Is AppLovin Stock Trading Near Its Low While Revenue Keeps Growing?

AppLovin (APP) stock has lost about 55% since mid-December 2025, falling to $305 by September 9, 2026, while the S&P 500 gained 12.5%. The business did not shrink: second-quarter revenue grew 53% year over year. A single report cannot account for a nine-month slide, but the August one shows why growth that fast is hard to price. It arrives in steps the company cannot schedule.

People Inc. CEO on rebranding, AI challenges
Yahoo Finance Video15d agoneutralVIDEO
People Inc. CEO on rebranding, AI challenges

People Inc. (PPLI) CEO Neil Vogel joins Yahoo Finance Executive Editor Brian Sozzi to discuss the publisher's rebranding strategy, evolving media business, and the challenges AI poses to its content and audience.

Why Meta’s Consumer AI Agent Is Good News for Shopify Stock
Barrons.com16d agoneutral
Why Meta’s Consumer AI Agent Is Good News for Shopify Stock

Wall Street has long feared that new AI shopping agents are coming for Shopify But those worries could be overblown, says one analyst. Shares of Shopify have fallen 14% this month, according to Dow Jones Market Data. Smilek acknowledged that consumer AI agents like SpaceX’s Grok Bot and Meta’s Muse—which launched earlier this week—have weighed on Wall Street’s confidence in Shopify.

Is The AI Capex Surge A Threat To Amazon Stock?
Trefis16d agobullish
Is The AI Capex Surge A Threat To Amazon Stock?

Amazon.com (AMZN) plans to spend roughly $220 billion of cash on capital in 2026, against $775.7 billion of revenue over the trailing twelve months. The sheer size of that bill introduces notable capital allocation and cash flow pressures that investors must weigh. The rest is who sets the number, and how long the money has to stay out before any of it comes back.