Meta Platforms META is focusing on strengthening privacy across its platforms, including Facebook, WhatsApp and Instagram. The latest announcement of introducing WhatsApp usernames strengthens META’s long-term strategy of making its messaging ecosystem more privacy-centric while lowering one of the biggest barriers to user adoption, sharing personal phone numbers. The feature allows users to connect through ...
Key Points Oracle has massive contracts with OpenAI, Meta Platforms, and other tech giants. It is investing heavily to meet its obligations, burning through its cash flow, and adding debt. Oracle is trading at its lowest valuation since 2024, and could be a bargain if things go smoothly. 10 stocks we like better than Oracle ...
Key Points Microsoft’s stock has been selling off for nearly a whole year and trades at an attractive valuation. Meta Platforms is delivering solid growth, but that’s not what the market is focused on. Nvidia’s shares may not be down this year, but the market isn’t pricing in its expected growth. 10 stocks we like ...
Organizations today face an unprecedented combination of cyber threats, climate-related disasters, geopolitical tensions and operational disruptions, leaving little room for delayed decision-making or fragmented communication. Recognizing this need, BlackBerry Limited BB recently upgraded its BlackBerry AtHoc mission orchestration platform, further strengthening its position in secure communications for enterprises, governments and critical infrastructure operators. The augmented ...
AtaiBeckley ATAI is entering a catalyst-heavy period as its lead depression program moves closer to late-stage testing. The stock story is tied less to current revenue scale and more to whether its pipeline can validate new approaches in difficult mental health conditions. That setup gives growth-oriented biotech investors a clear reason to watch the name. It ...
Netflix’s NFLX aggressive AI strategy is emerging as a key differentiator that could strengthen user retention and help drive long-term revenue growth. The company has made AI one of its three strategic priorities, using generative AI to improve content discovery, personalize recommendations, test conversational search features and create higher-quality promotional assets. These enhancements are designed ...
Key Points Ford’s dividend has a robust 4.25% yield, and investors frequently receive a special payout to boost returns. The company has developed a new universal EV platform and a new assembly process that will drastically reduce costs. Ford Energy provides battery storage systems that could generate $500 million in operating profit by the end ...
MercadoLibre MELI and Alibaba BABA operate dominant e-commerce ecosystems in large emerging markets while also controlling sizeable digital payments platforms. MercadoLibre has established a leading position across Latin America through Mercado Libre and Mercado Pago, while Alibaba remains one of China’s largest online commerce and fintech ecosystems through Taobao, Tmall and its affiliated payment infrastructure. ...
Key Points SpaceX CEO Elon Musk has said the company could reach $1 trillion in revenue in 2030. To hit $1 trillion in sales in 2030, SpaceX would need to grow its revenue by 5,248% from the $18.7 billion it posted in 2025. If SpaceX were to merge with Tesla, hitting Musk’s $1 trillion in ...
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock’s price, but are they really important? Let’s take a look at what these Wall Street heavyweights have to say about Cloudflare (NET) before we ...
