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Broadcom Stock Slipped While Its Revenue Schedule Got Longer
Trefis16d agoneutral
Broadcom Stock Slipped While Its Revenue Schedule Got Longer

Broadcom (AVGO) stock sits about 23% below its 52-week high, and it has lost 6.9% over the past three months while the S&P 500 gained 3.6%. The latest drop followed a fiscal Q4 2026 revenue guide that fell short of Wall Street expectations. Set beside that guide was a revenue schedule stretching to fiscal 2028. That schedule is where the upside case lives.

Meta’s AI Agent for Consumers Has Arrived. Alphabet and Amazon Should Watch Out.
Barrons.com16d agoneutral
Meta’s AI Agent for Consumers Has Arrived. Alphabet and Amazon Should Watch Out.

Wall Street sees the Facebook parent in pole position to dominate the AI online shopping space. Morgan Stanley analyst Brian Nowak on Wednesday wrote that Meta could “win” a substantial piece of the estimated $30 trillion consumer AI agent total addressable market. Meta stock advanced 7% to $656.71 and was the best-performing component in the for the trading session.

Meta & Lyft Move Higher, Apple's Foldable iPhone | Stock Movers
Bloomberg16d agoneutralVIDEO
Meta & Lyft Move Higher, Apple's Foldable iPhone | Stock Movers

On this episode of Stock Movers: - Meta (META) shares are gaining with analysts positive on the Facebook parent after it debuted Muse, an AI assistant. Firms wrote that Meta is well positioned to succeed with the product. - Lyft (LYFT) shares are higher as the ride-hailing company is starting to offer Waymo robotaxi rides in Nashville, marking the second US city where it's providing driverless trips. - Apple (AAPL) shares are on the move ahead of today's product unveil. Apple's stock has rallied 15% since June 25, driven by excitement about the new lineup of devices, particularly the foldable phone.

Meta shares jump 5% as analysts welcome new Muse AI agent
InvestorsHub16d agobullish
Meta shares jump 5% as analysts welcome new Muse AI agent

Meta Platforms (NASDAQ:META) shares climbed around 5% in premarket trading on Wednesday as analysts responded positively to the launch of Muse, the company’s standalone personal AI agent. The product is being viewed as an important test of whether Meta can translate its substantial spending on artificial intelligence infrastructure into consumer products and, eventually, additional revenue opportunities.