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Meta Can Save $8.5 Billion in 2027 by Using It’s Own MTIA Chips
24/7 Wall St.17d agoneutral
Meta Can Save $8.5 Billion in 2027 by Using It’s Own MTIA Chips

Anchor Number: $8.5 Billion Bank of America estimates that Meta Platforms (NASDAQ:META) could save roughly $8.5 billion in 2027 by running AI workloads on its own custom silicon instead of buying third-party chips. That figure is an outside analyst estimate, not company guidance, and it hinges on a specific chip roadmap: Meta plans to deploy […]

If AI Spending Keeps Exploding, Credo Stock Could Look Very Different by 2030
24/7 Wall St.17d agoneutral
If AI Spending Keeps Exploding, Credo Stock Could Look Very Different by 2030

Credo Technology Group (NASDAQ:CRDO) sits at the pinch point of the AI buildout. The fabless chip designer sells the copper cables, optical DSPs, retimers, and interconnect silicon that stitch hyperscaler GPU clusters together. Revenue more than tripled to $1.335 billion in fiscal 2026, and last quarter it jumped 115% year over year to $479 million. […]

Stellantis (STLA) and Ford (F) Bet Gas Engines Can Fix America’s EV Range Anxiety
Insider Monkey17d agoneutral
Stellantis (STLA) and Ford (F) Bet Gas Engines Can Fix America’s EV Range Anxiety

In a report published September 7, 2026, the Wall Street Journal said Stellantis N.V. (NYSE:STLA), along with Hyundai and Ford Motor Company (NYSE:F), is preparing to launch “extended-range” electric vehicles (EREVs) in the US that drive purely on battery power but carry a small gasoline engine that works only as an onboard generator. Stellantis plans […]

Forkast News17d agoneutral
OpenAI’s Sponsored Agents Turn ChatGPT Into an Ad Platform Where Brands Are the Product

On September 16, 2026, OpenAI formalized its pivot toward agent-mediated advertising with the announcement of Sponsored Agents. Unlike traditional digital advertising that relies on external links to drive traffic, these brand-funded units initiate a direct, labeled conversation with an advertiser’s AI agent entirely within the ChatGPT interface. The pilot, which includes partners like Wayfair, signals […]

Paramount Is Today’s Worst S&P 500 Stock on a Warning Against Mega-Merger
Barrons.com17d agoneutral
Paramount Is Today’s Worst S&P 500 Stock on a Warning Against Mega-Merger

Paramount Skydance and Warner Bros. Discovery long-awaited merger has been at a standstill. Barclays analysts led by Kannan Venkateshwar resumed coverage of both stocks, rating Warner Bros at Equal Weight with a $28 price target and Paramount at Underweight with a $8 price target. Venkateshwar said in a research note Thursday that while the proposed $110 billion merger could increase growth potential for the studios, it could introduce massive financial and operational risks that make the stock hard to value, and “a moving target.”

Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside
Insider Monkey17d agoneutral
Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside

On September 15, Berenberg upgraded its rating on Eli Lilly and Company (NYSE:LLY) from Hold to Buy and lifted its price target from $1,220 to $1,400. The research firm pointed to the company’s strong returns on investment and its growth in the obesity treatment market. Berenberg said its 2026 return on research investment analysis confirms […]