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The Latest Breaking News from Doug Anmuth

Meta Just Undercut OpenAI and Anthropic by 75%: JPMorgan Says It's More Than a Price Cut

For years, Meta Platforms, Inc. (NASDAQ:META) spent billions building AI models for its own products. Now, it’s taking its first real shot at turning those models into a standalone business. And it’s doing so with a pricing strategy that could shake up the AI industry.

Benzinga

SpaceX Could Become a 'Landmark Historical' Collapse, Warns Top Investor: 'In The End, The Reality Will Come Out'

Jeremy Grantham, co-founder of the investment behemoth GMO, has cast doubt over the future success of Space Exploration Technologies Corp (NASDAQ:SPCX).

Benzinga

Tesla's Stock Could Command a 20-30% Premium in a SpaceX Merger, Analysts Say — But Major Obstacles Remain

A merger between Space Exploration Technologies Corp. (NASDAQ:SPCX) and Tesla Inc. (NASDAQ:TSLA) is possible, but significant hurdles stand in the way, say analysts.

Benzinga

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SpaceX’s 91% Growth Forecast Isn’t Just a Rocket Story, JPMorgan Says

A price target with a 40% upside wasn’t the boldest prediction in JPMorgan’s 150-page initiation report on Space Exploration Technologies Corp. (NASDAQ:SPCX).

Benzinga

What to Know as Alphabet Looks Poised to Overtake Nvidia as World's Biggest Company

Alphabet’s full-stack AI strategy is helping it close the market cap gap with Nvidia. JPMorgan sees significant further upside in GOOGL shares through the remainder of 2026.

Barchart

Meta Stock Drops on Capex Increase. Should You Buy the Dip?

Meta shares sink as capex guidance dampens a strong Q1 earnings beat. JPMorgan downgrades META stock to “Neutral” due to rising capital expenditures.

Barchart

Chewy Q3 Preview: Will Pet Care Stock See Customer Growth? Analysts See Higher Share Price

Pet care company Chewy Inc (NYSE:CHWY) could highlight growth for the sector when the company reports third-quarter financial results on Wednesday before market open.

Benzinga

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Meta Is Betting You'll Soon Wear AI All Day With This New Buy

Meta Platforms Inc. (NASDAQ:META) acquired Limitless to accelerate its push into artificial intelligence-powered wearable technology as part of its broader strategy to bring “personal superintelligence” to consumers.

Benzinga

Meta Preps Major Metaverse Cuts, Analysts Predict Earnings Pop

Wall Street analysts rerated Meta Platforms Inc (NASDAQ:META) after the company said that it is considering cutting up to 30% of its 2026 Metaverse budget, primarily targeting the Quest virtual reality unit and Horizon Worlds, which account for the bulk of metaverse-related investment.

Benzinga

Amazon Closing The Gap In AI Race: Analysts

Amazon.com Inc (NASDAQ:AMZN) secured fresh bullish backing from Wall Street on Wednesday as analysts lauded the tech giant's "agent-driven" artificial intelligence strategy and custom chip breakthroughs unveiled at Amazon Web Services re:Invent.

Benzinga

Tesla Vs. Waymo Vs. Uber: The Robotaxi Battle No One Can Afford To Lose

The robotaxi fight just stopped being polite. The debate is no longer about whether autonomy works — the question now is who owns the economics of the future ride-hailing market. And as Tesla Inc (NASDAQ:TSLA), Alphabet Inc‘s (NASDAQ:GOOG) (NASDAQ:GOOG) Waymo, and Uber Technologies Inc (NYSE:UBER) collide, the battlefield is shifting…

Benzinga

Buy Post-Earnings Dip, Amazon Is Still Top Pick: Analyst

Amazon.com Inc.’s (NASDAQ:AMZN) booming cloud and artificial intelligence pipeline is set to take center stage next week, as Wall Street finds the company’s latest pullback overlooks strong Amazon Web Services momentum and rising demand tied to major partners like Anthropic and OpenAI.

Benzinga

Tech Stocks Are Down, But Netflix Is Up: What's Going On?

Netflix Inc (NASDAQ:NFLX) shares are trading higher Tuesday afternoon, defying broader tech sector volatility and a price target reduction from JPMorgan. The rebound follows a rocky start to the week after the company began trading on a 10-for-1 split-adjusted basis. Here’s what investors need to know.

Benzinga

Netflix Stock Slump Deepens As Investors Question Its Deal Strategy, Competition And Next Growth Phase

Netflix Inc.'s (NASDAQ:NFLX) stock slump has intensified amid mounting investor concerns about media dealmaking, rising competition, and questions over the company's next phase of growth

Benzinga

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Benzinga

Amazon's Record-Smashing Stock Rally Isn't Over, Analyst Says: 'AWS Remains The Star Of The Show'

Amazon.com Inc (NASDAQ:AMZN) analysts are raising their price targets on the stock after the company beat revenue and earnings-per-share estimates in the third quarter and posted strong growth in the AWS cloud segment.

Benzinga

Meta Stock Has 'Meaningful Runway Ahead': Aggressive AI Investing Opens Up 'New Opportunities'

Meta Platforms (NASDAQ:META) raised its CapEx spending outlook after third-quarter financial results. Analysts are mixed on how the spending will help the company in the short- and long-term.

Benzinga

Alphabet Shares Could Rise 'Meaningfully Higher,' Says Bullish Analyst

Although Alphabet Inc.'s (NASDAQ:GOOGL) stock is the second-best-performing among the Magnificent Seven so far this year, there is still room for further upside, according to JPMorgan.

Benzinga

Netflix Stock Selloff A 'Buying Opportunity': Analysts See Continued Outperformance

Netflix Inc. (NASDAQ: NFLX) analysts say they don't think the company's third-quarter results, which missed estimates, warrant too much concern. Analysts highlight the company's advertising growth as the key catalyst for its future success.

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Benzinga

DoorDash Can Outpace Uber On Free-Cash-Flow Growth: Analyst

DoorDash, Inc. (NASDAQ:DASH) is positioned to outpace Uber Technologies, Inc. (NYSE:UBER) on free cash flow, powered by U.S. cash generation, Deliveroo-led international expansion and SevenRooms, with double-digit GOV and margin gains expected as robotaxi uncertainty clouds rideshare, according to JP Morgan analyst.

Benzinga

Alphabet's New Search Updates Could Boost Revenue By Enhancing Ad Visibility And User Experience

Alphabet (NASDAQ:GOOG) (NASDAQ:GOOGL) Google is updating its Search ecosystem with Artificial Intelligence (AI) Overviews, AI Mode, and a redesigned ad experience that groups text ads under a single "Sponsored Results" label, allowing users to hide them with a single click.

Benzinga

Spotify Price Hikes And New Deals Could Fuel Big Revenue Gains: JP Morgan

Spotify (NYSE:SPOT) is leaning on global price hikes, new label deals, and product upgrades to boost revenue, expand margins, and drive long-term growth.

Benzinga

Netflix Ads On Track To Double As YouTube Competition Heats Up

Netflix, Inc. (NASDAQ: NFLX), as shares traded relatively flat on Thursday, remains a prime beneficiary—and key driver—of linear TV’s disruption, with globally resonant content fueling a flywheel of subscriber growth, rising revenue, and expanding profit.

Benzinga

Meta Teams Up With US Government To Bring Llama AI Models To Every Federal Agency

The U.S. General Services Administration (GSA) launched a new initiative on Monday with Meta Platforms (NASDAQ:META) to expand government-wide use of Meta’s open-source Llama artificial intelligence models, giving all federal agencies streamlined access. The move reflects the GSA’s OneGov strategy, eliminating the need for individual agency negotiations and reducing duplication…

Benzinga

Meta's New Smart Glasses Set Up For Strong Holiday Sales As Reality Labs Push Deepens

Meta Platforms, Inc. (NASDAQ:META) shares are trading slightly higher on Thursday.

Benzinga

Webtoon Entertainment Expands Disney Deal, Analyst Calls It A 'Significant Step-Up In Scale'

Webtoon Entertainment Inc (NASDAQ:WBTN) announced a major expansion of its partnership with Walt Disney Co (NYSE:DIS).

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