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The Latest Breaking News from Andrew Boone

Meta’s Biggest Spending Worry Could Turn Into Its Next Big Payday

Meta just doubled its biggest data center weeks after signaling it has more computing power than it needs.

Barchart

A New Report Says Meta Platforms Could Overtake Google AI. How to Play META Stock Here.

Meta’s shares gained after SemiAnalysis predicted the company could leapfrog Google’s AI capabilities within months. How should investors position themselves in META stock?

Barchart

Meta Remains Top Large-Cap Pick, Analysts See Significant Upside

Meta Platforms Inc. (NASDAQ:META) shares are gaining Friday. Citizens and Piper Sandler both weighed in on the stock. Here’s what you need to know.

Benzinga

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Meta Platforms Will Close 6,000 Open Positions in Addition to Major Layoffs as META Stock Investors Worry That AI Spend Is Just Too Much

Meta has tightened hiring and reduced its workforce while accelerating AI investments, prompting investors to weigh rising costs against future returns.

Barchart

AI Transformation Positions eBay For Fresh Growth In Commerce Revival

eBay Inc (NASDAQ:EBAY) could generate mid-single-digit GMV (gross merchandize value) growth in 2026, as it creates "a significantly better consumer experience in Focus categories," according to JMP Securities.

Benzinga

Amazon's Cloud Division Faces New AI Competition from Microsoft and Google

Amazon Web Services (AWS), a leading cloud computing provider, finds itself in the crosshairs after a difficult week that highlighted its growing challenges in the age of artificial intelligence.

Benzinga

Google Stock Is Up 70%, But One Analyst Says The AI Rally Is Just Beginning

Google parent Alphabet (NASDAQ:GOOGL) is positioned for continued growth as advancements in artificial intelligence enhance its core Search business and prepare its Cloud platform for acceleration with new data center capacity.

Benzinga

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Google Stock Roars Back After 'Government Folds Like Cheap Suit'

Wall Street's sentiment on Alphabet, Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) has turned sharply positive following Tuesday's long-anticipated ruling in the DOJ search antitrust case, with the decision largely favoring the company relative to investor expectations.

Benzinga

Shopify 'Fires On All Cylinders' As Q2 Results Trigger Bullish Analyst Forecasts

Shares of Shopify Inc (NASDAQ:SHOP) reported upbeat second-quarter sales, with at least two analysts raising their price targets.

Benzinga

What's Fueling PayPal's Post-Earnings Skepticism?

PayPal Holdings (NASDAQ:PYPL) experienced a sharp decline in its stock price on Tuesday following its second-quarter 2025 earnings report, despite exceeding earnings per share and revenue expectations and raising its full-year profit guidance.

Benzinga

Carvana Just Hit a New 52-Week High. Should You Buy CVNA Here?

With shares reaching new heights, should Carvana's e-commerce strength earn it a place in your portfolio?

Barchart

Peeling Back The Layers: Exploring Reddit Through Analyst Insights

In the preceding three months, 25 analysts have released ratings for Reddit (NYSE:RDDT), presenting a wide array of perspectives from bullish to bearish.

Benzinga

Assessing DoubleVerify Hldgs: Insights From 20 Financial Analysts

In the last three months, 20 analysts have published ratings on DoubleVerify Hldgs (NYSE:DV), offering a diverse range of perspectives from bullish to bearish.

Benzinga

A Glimpse Into The Expert Outlook On Snap Through 22 Analysts

Ratings for Snap (NYSE:SNAP) were provided by 22 analysts in the past three months, showcasing a mix of bullish and bearish perspectives.

Benzinga

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Benzinga

30 Analysts Have This To Say About DoorDash

30 analysts have expressed a variety of opinions on DoorDash (NASDAQ:DASH) over the past quarter, offering a diverse set of opinions from bullish to bearish.

Zenger

Snap Analysts Weigh In On Company’s Ability To Compete With Social Media Giants

Snap Inc faces challenges as analysts assess long-term potential

Fortune

AWS and Microsoft Azure dominate cloud computing. But could Google Cloud beat them in Web3?

"They see an opportunity, and there's people who need cloud services, and so they formed a verticalized team," says Andrew Boone, a research analyst at JMP Securities.

Barchart

Why Do Analysts Still Have Love for Embattled Auto Dealership Vroom (VRM)?

Although analysts’ consensus rating for auto dealership Vroom is generally positive, investors need to exercise extreme caution regarding VRM stock.

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news in one place.

100's of premium titles.
One news app.

Barchart

Why Do Analysts Still Have Love for Embattled Auto Dealership Vroom (VRM)?

Although analysts’ consensus rating for auto dealership Vroom is generally positive, investors need to exercise extreme caution regarding VRM stock.

Benzinga

5 Peloton Analysts Break Down Q1 Sales Miss From Pandemic Stock Favorite

Peloton Interactive Inc (NASDAQ: PTON) Thursday reported its quarterly results, missing earnings by a wide margin. Here's what the Street has to say.

Benzinga

Uber Not Seeing Consumer Slowdown, Analyst More Convinced Of Profitability Target After Q3 Earnings

Rideshare and mobility company Uber Technologies Inc (NYSE: UBER) reported revenue growth of 72% in the third quarter.

Benzinga

2023 An 'Investment Year' For Meta Platforms: Why These 6 Analysts Are Lowering Price Targets After Q3 Earnings

Analysts are lowering their price targets on Meta Platforms (NASDAQ: META) after the company reported third-quarter financial results Wednesday

Benzinga

11 Alphabet Analysts On Q3 Earnings Miss, Surprise YouTube Revenue Decline

Alphabet, Inc.

Benzinga

7 Snap Analysts On Q3 Sales Miss: 'Meaningful Competition From TikTok'

Snap Inc (NYSE: SNAP) shares traded lower by 30% on Friday after the company disappointed Wall Street with its third-quarter numbers.

Benzinga

5 Snap Analysts React To Restructuring Plan: 'Attractive Opportunity For Long-Term Holders'

Snap Inc (NYSE: SNAP) shares traded higher by 15% on Wednesday after the social media giant disclosed in a new filing that it will be restructuring its business and laying off 20% of its staff.

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