The Latest Breaking News from Doug Anmuth

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 · Oct 30, 2025

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 · Oct 28, 2025

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.

Benzinga · Oct 22, 2025

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 · Sep 22, 2025

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 · Sep 18, 2025

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).

Benzinga · Sep 16, 2025

Why JPMorgan Says Fiverr's Painful Layoffs Could Lead To Long-Term Gain

As the gig economy evolves, companies are increasingly leveraging artificial intelligence to enhance operational efficiency and drive sustainable growth. This technological shift opens up new possibilities for businesses to streamline processes and innovate, setting the stage for significant strategic transformations.

Benzinga · Sep 16, 2025

Chewy Q2 Preview: Are Pet Stocks Defensive? Results May Show 'Stable Industry Trends

Pet ecommerce company Chewy Inc (NYSE:CHWY) is set to report its second-quarter earnings before market open on Wednesday, with analysts eyeing potential growth in recurring revenue and subscription services.

Benzinga · Sep 9, 2025

Chewy Set For Growth As Analysts Highlight Market Share And Strong Execution

Chewy, Inc. (NYSE:CHWY) will report its second-quarter fiscal 2025 results on September 10, with Wall Street closely watching the online pet retailer’s ability to sustain growth in a resilient but increasingly competitive category.

Benzinga · Sep 5, 2025

Amazon Is This Analyst's 'Best Idea' As E-Commerce Market Share Nears 50%

JPMorgan analyst Doug Anmuth reaffirmed Amazon.com (NASDAQ:AMZN) as his “Best Idea” in the U.S. e-commerce sector.

Benzinga · Aug 21, 2025