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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.
Amazon.com has delivered a powerful 3 year share price run, helped by a wave of AI infrastructure and logistics investment, which raises a simple question for investors who care about valuation. Are today’s cash flows, and the ones that may reasonably follow from this spending, enough to support a US$254.98 share price. The stock is up 102.4% over 3 years, putting a lot of weight on the idea that Amazon’s future cash generation can catch up with the expectations now embedded in that...
Cipher Digital’s transformation from Bitcoin miner to AI-infrastructure landlord is becoming easier to value because the company now has a real hyperscaler customer. Morgan Stanley raised its price target on September 18 to $54 from $43.50 while keeping an Overweight rating. A major asset supporting Cipher’s AI-infrastructure thesis is a 15-year, roughly $5.5 billion lease […]
Muse might be a game changer for a company that has been trying to diversify its revenue sources beyond online ads for many years.
ValueAct Capital takes concentrated, long-term positions in publicly traded companies and works with management teams and boards to improve shareholder value. The firm is led by co-Chief Executive Officers Mason Morfit and Rob Hale. ValueAct’s 13F filing for the second quarter shows that Amazon.com (NASDAQ:AMZN) and Rocket Companies (NYSE:RKT) were among the firm’s largest disclosed […]
Recruiter emails show Amazon tapping its alumni network as it competes with Google, OpenAI, Meta, and Anthropic for AI talent
Trump Makes Big Moves in Microsoft, Amazon and Nvidia Stocks
Best Buy (NYSE:BBY) and Amazon (NASDAQ:AMZN) have expanded their multiyear Fire TV partnership to include connected television advertising, extending an existing agreement covering Best Buy’s Insignia TVs. Under the agreement, Fire TV will remain the exclusive software experience across all Insignia televisions produced by Best Buy, with models ranging from 24 to 85 inches.
Deutsche Bank has reiterated its 'sell' rating on Haleon PLC (LSE:HLN, NYSE:HLN), warning that the consumer health group faces persistent pressure on growth even as it heads into the cold and flu season. The broker kept a 320p price target on the FTSE 100 company, whose brands include...
Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the "concentration trap" catching retail investors off guard, and share the ultimate gut-check to know if you are carrying too much risk
The company's augmented reality glasses, called Specs, retail for more than $2,000.
CEO Peter Beck estimated Rocket Lab could have deployed Iridium’s constellation for about $350 million instead of $3 billion.
Can Monster Beverage produce the necessary growth?
VGT promises tech exposure, but a classification rule buried in the index methodology quietly excludes three of the biggest names most investors assume they are buying. Knowing which ones changes how your whole portfolio actually fits together.
A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.
Is Meta finally catching up to OpenAI and Anthropic? In The Loop host Ejaaz Ahamadeen heads to Qualcomm's Snapdragon Summit in Maui to break down Meta's Muse: the AI model suddenly turning heads across the industry as a serious contender in the AI race. Then, Ejaaz sits down with Qualcomm CFO & COO Akash Palkhiwala for an inside look at how the chip giant is betting big on agentic AI, straight from one of tech's biggest stages.
Amazon.com (NasdaqGS:AMZN) has blocked Meta's Muse AI agent from executing purchases on Amazon's retail platform. The restriction targets Muse's shopping functions that rely on direct access to Amazon's product catalog and checkout systems. Rival retailers remain open to AI agents like Muse, creating a split in how major ecommerce platforms handle third party AI shoppers. Amazon's decision to block Meta's Muse AI shopping agent is a key move to weigh alongside the rest of our views. Take a...
eBay (EBAY) trades near $108 after a 22% return over the past year, against 18.5% for the S&P 500. The easy read is that the big gain is already in the price. But revenue grew 14.7% over the last twelve months, more than twice its three-year average. Management ties that growth to focused categories, preowned goods and newer lines such as eBay Live. A three-year scenario on eBay's own numbers shows how much of it could still reach the stock.
Amazon and Palantir will both profit from the AI market's breakneck expansion.
The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big is this recurring revenue business, and how fast is it growing.
Meta Platforms' (META) new AI agent Muse is teaming up with Shopify (SHOP) to help and enable consumers to complete online purchases. Yahoo Finance Tech Editor Dan Howley breaks down the value this represents for Meta.
A change is overdue, and the retail giant’s latest move suggests one is coming.
Anthropic (ANTH.PVT) unveiled its new Claude Opus 5.5 on Tuesday, the developer's latest AI model promising faster performance and lower costs for enterprise customers. Yahoo Finance Tech Editor Dan Howley examines the tightening AI competition between Anthropic and OpenAI (OPAI.PVT), which also just released its new GPT-6 Sol and Luna models.
PayPal customers can now use Meta’s Muse artificial-intelligence consumer agent to shop and check out, PayPal said Tuesday. Shares of PayPal rose 0.5% to $52.90 after the announcement. Meta Platforms stock fell 0.4% to $738.53.
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