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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Meta May Overtake Google Search in Ad Revenue This Year, Bernstein Says
Insider Monkey14d agoneutral
Meta May Overtake Google Search in Ad Revenue This Year, Bernstein Says

According to a note published on August 31, Bernstein analysts believe Meta Platforms, Inc. (NASDAQ:META) will surpass Alphabet Inc. (NASDAQ:GOOGL)’s Google Search in advertising revenue by the end of 2026. The firm’s theory is interesting for what it excludes: by omitting other Google ad revenue streams like Maps and Gmail, Bernstein says Meta Platforms, Inc. […]

Meta’s $18 Billion Settlement Could Be the Green Light for a New AI Push
Insider Monkey14d agoneutral
Meta’s $18 Billion Settlement Could Be the Green Light for a New AI Push

Meta Platforms, Inc. (NASDAQ:META)’s $18 billion settlement with a coalition of 29 state attorneys general over youth safety on Instagram and Facebook could clear the way for a wave of new AI product launches, Morgan Stanley analysts said, according to CNBC on September 2. The case, which went to trial in August in Oakland federal […]

Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM
Insider Monkey14d agoneutral
Broadcom’s Custom AI Chip Boom Has a Powerful Landlord: TSM

Broadcom Inc. (NASDAQ:AVGO) has become one of the clearest alternatives to NVIDIA’s merchant-GPU model as hyperscalers increasingly design custom AI accelerators. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) may benefit regardless. TSM reported record August revenue of NT$514.81 billion, up 53.3% year over year, providing another data point that leading-edge semiconductor demand remains exceptionally strong. Broadcom’s […]

What Are You Really Paying For Reddit's Ad Growth?
Trefis14d agoneutral
What Are You Really Paying For Reddit's Ad Growth?

Reddit (RDDT) stock is down about 35% over the past twelve months. Yet at about $155 it still trades at about 26.5 times trailing adjusted earnings, meaning normalized net income with stock-based compensation added back. The forecast that makes Reddit look cheaper does not need wider margins. It needs advertising to keep growing while search referrals stay volatile.

How Far Could Alphabet Stock Move On You In A Year?
Trefis14d agoneutral
How Far Could Alphabet Stock Move On You In A Year?

Alphabet (GOOGL) stock trades at about $332, and options expiring roughly a year out price a 68% probability range running from roughly $233 to roughly $474. That floor sits just under the stock's 52-week low of $235.96, while the ceiling clears its 52-week high of $402.12. Yet, a range this wide is close to normal for these shares, not a sign of unusual fear.