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The Latest Breaking News from Doug Anmuth

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

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

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

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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

Amazon Gains As JPMorgan Backs Grocery Expansion, Reiterates 'Best Idea' Rating

Amazon.com Inc (NASDAQ:AMZN) shares were trading higher on Wednesday after JPMorgan reiterated its Overweight rating and $265 price target, maintaining the stock as its "Best Idea."

Benzinga

Lyft: Rideshare Markets With AV Are Growing 5X Faster

Shares of Lyft Inc (NASDAQ:LYFT) rose in early trading on Thursday, after the company reported upbeat second-quarter earnings on Wednesday.

Benzinga

Uber Posts Q2 Beat, Well-Positioned To Drive Strong Growth: Analysts

Shares of Uber Technologies Inc. (NYSE:UBER) rose slightly in early trading on Thursday, after the company reported upbeat second-quarter results on Wednesday.

Benzinga

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Reddit Q2 Revenue Jumps 78%—Analysts Remain Cautious Despite The Surge

Reddit Inc.‘s (NYSE:RDDT) recent stock surge highlights a broader trend of tech companies outperforming expectations this earnings season, driven by robust user engagement and advertising growth. This momentum sets the stage for a detailed analysis of Reddit’s financial performance and the varied reactions from industry analysts.

Benzinga

Why Spotify's Latest Results Look Worse Than They Are

Spotify Technology (NYSE:SPOT) saw its stock drop sharply on Tuesday after it released its second-quarter 2025 results. Despite strong user growth, the company missed earnings and revenue expectations and issued a cautious forecast, which shook investor confidence.

Benzinga

Google Parent Alphabet's Legal Woes May Create Buying Opportunity: Analyst

Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) is navigating a pivotal period marked by accelerating business fundamentals, robust advertising performance, and strong leadership in AI and cloud computing, even as a critical antitrust ruling looms.

Benzinga

Google Faces Judge's Ruling, But Relief May Be In Sight

Alphabet Inc's (NASDAQ:GOOG) (NASDAQ:GOOGL) shares have been under pressure since the second-quarter earnings with investors focusing on Judge Amit Mehta's impending decision on remedies for Google's search monopoly, according to JPMorgan.

Benzinga

Pinterest Stock Gains Traction With Instacart Deal, Multiple Analyst Upgrades

Pinterest, Inc. (NYSE:PINS) has attracted a wave of bullish calls from Wall Street over the past month, as several analysts raised their price forecasts and reiterated optimistic outlooks.

Benzinga

Uber Partners With Lucid, Nuro For $300M Push Into Self-Driving Future

Uber Technologies Inc (NYSE:UBER) Thursday announced a multi-year strategic partnership with Lucid Group Inc (NASDAQ:LCID) and self-driving software maker Nuro to add more than 20,000 autonomous vehicles (AVs) to the Uber platform over the next six years.

Benzinga

Prime Time For Amazon? JPMorgan Says Your $139 Could Be Worth $1,430

Amazon.com Inc (NASDAQ:AMZN) stock may be dragging in 2025, but JPMorgan is doubling down on what it calls the company's "best idea": Prime.

Benzinga

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Benzinga

Tesla's $4.20 Robotaxi Disruption - Waymo Should Be Worried

Tesla Inc.‘s (NASDAQ:TSLA) recent Robotaxi launch in Austin grabbed headlines with a cheeky $4.20 flat fare and Elon Musk-style bravado. But JPMorgan analyst Doug Anmuth notes it's just the beginning. Tesla plans to scale from 20 to 1,000 vehicles and expand to LA, SF, and beyond in months.

Benzinga

Chewy Posts Q3 Sales Beat: Analysts Say Successful Cyber Week Could Lead To Higher Lifetime Value Customers

Chewy reports lower sales but healthy active customer growth. Analysts maintain positive outlook and expect higher lifetime value customers from Cyber Week sales.

Benzinga

Amazon Emerges As Top Analyst Pick In Holiday Season

JP Morgan analyst names Amazon as top pick due to strong start to holiday shopping season, with estimated 7.5% Q4 growth. Amazon maintains 45% share of US e-commerce. Stock up 2.35%.

Benzinga

Amazon Hits All-Time Highs, Eyes Best 2-Year Rally Since 2010: Cyber Season Marks Record Sales, AWS Shines With AI Innovations

Amazon stock rises to record highs on strong holiday sales and optimistic growth signals from AWS conference, with 160% rally since 2023.

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news in one place.

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Benzinga

Chewy Q3 Earnings Preview: Analyst Says Company 'Well Positioned As The Leader' In Online Pet Supplies

Chewy analysts see an improving pet care sector and new high-margin growth items helping send shares higher.

Benzinga

A Glimpse Into The Expert Outlook On Meta Platforms Through 47 Analysts

Throughout the last three months, 47 analysts have evaluated Meta Platforms (NASDAQ:META), offering a diverse set of opinions from bullish to bearish.

The Independent UK

Tyson-Paul bout gives Netflix opportunity to show it can handle big events with NFL, WWE on horizon

Jake Paul and Mike Tyson aren’t the only ones who have high stakes when they meet in the boxing ring on Friday night

Zenger

Netflix Soars As Q3 Earnings Exceed Expectations

Analysts optimistic about future growth despite concerns over price increases and ad-supported plan.

Broadcasting & Cable

Tough Crowd: Nearly 6 Million Q2 Subscription Adds Not Enough For Unhappy Netflix Investors, Stock Craters

Netflix stock was down over 9% during Thursday Nasdaq trading

StockNews.com

Should You Kick Lyft Stock to the Curb in 2023?

Shares of ride-sharing company Lyft (LYFT) plummeted more than 75% over the past year. An unexpected fourth-quarter loss and disappointing revenue guidance for the first quarter of 2023 contributed to the weakened investor sentiment. Given its massive losses, weak guidance, fierce competition among industry peers, and low profitability, is it…

Los Angeles Times

How much Netflix's new ad-supported plan will cost and what you get (and don't)

LOS ANGELES — Commercials are coming soon to Netflix.

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