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The Latest Breaking News from Brian Nowak

Amazon Is 'Catching Up' To Microsoft In This Key AI Metric

Big spending could help accelerate cloud growth next year, Morgan Stanley analyst says.

Investors Business Daily

Amazon, IBD Stock Of The Day, Delivers Early Entry As Grocery Move Hits Rivals

Analysts generally hailed Amazon's plan to offer more same-day delivery of perishables.

Investors Business Daily

Amazon CEO Andy Jassy unleashed a meticulous 8-minute defense of AWS’ standing in the AI arms race amid investor stock freakout

AWS is the clear cloud leader in Big Tech. But fast-growing rivals, and the AI boom, have investors spooked.

Fortune

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Meta's Q2 Results Turn Skeptics Into Believers As Capex Narrative Shifts

Following an exceptionally strong second-quarter earnings report and optimistic third-quarter guidance issued on Wednesday, Meta Platforms (NASDAQ:META) has seen a wave of positive reratings and increased price forecasts from prominent Wall Street analysts.

Benzinga

Pinterest Stock Gets Analyst Upgrade. Meta's Smaller Rival Is Making AI Moves Of Its Own.

Pinterest stock gained Monday after analysts with Morgan Stanley upgraded their view of the stock, citing AI-driven ad gains.

Investors Business Daily

Amazon Stock Gets Price Target Hike As Analyst Sees AI Boosting Cloud Growth

Amazon stock got a higher price target from analysts at Morgan Stanley analysts, who are bullish on cloud growth accelerating.

Investors Business Daily

Wall Street Debates Meta's Temu, China Tariff Risk Ahead Of Earnings Report

Wall Street analysts expect Meta's ad sales growth to take a hit from the U.S.-China trade war as Temu and other pull back.

Investors Business Daily

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Temu Cuts Back On U.S. Ad Spending. What Will That Mean For Meta?

Meta stock analysts are debating what a pullback in ad spending from Temu and Shein could mean for Meta stock.

Investors Business Daily

Meta Stock Falls, Ending Facebook Parent's Record 20-Day Winning Streak

Meta stock closed Tuesday trading lower, ending a record 20-day winning streak for shares of the Facebook parent company.

Investors Business Daily

Meta Bringing eBay Listings To Facebook Could Be 'Win-Win Partnership,' Analyst Says

Both Meta and eBay could benefit from Meta's plan to bring eBay listings into Facebook Marketplace, says Morgan Stanley.

Investors Business Daily

Meta And YouTube Would Be 'Largest Beneficiaries' Of Pending TikTok Ban, Analyst Says

Morgan Stanley analysts say Meta, Alphabet and Reddit could benefit from TikTok ban.

Investors Business Daily

Reddit Stock Gets Boost From Morgan Stanley: Analyst Sees 'Best In Class Growth'

Morgan Stanley upgrades Reddit stock to Overweight with $200 price target, citing potential for explosive growth and $300 bull case.

Benzinga

Reddit's Growth 'Still Early' After 200% Post-IPO Run, Analyst Says

Reddit stock, already up 220% post-IPO, set a new high Monday following a bullish upgrade from analysts at Morgan Stanley.

Investors Business Daily

Navigating 50 Analyst Ratings For Amazon.com

Analysts' ratings for Amazon.com (NASDAQ:AMZN) over the last quarter vary from bullish to bearish, as provided by 50 analysts.

Benzinga

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Kiplinger

Stock Market Today: Nasdaq, S&P 500 Lead Big Market Bounce

Solid gains for mega-cap stocks Nvidia and Meta Platforms helped the main indexes rebound Tuesday.

Investors Business Daily

Amazon Stock No Longer A Morgan Stanley Top Pick After 'Disappointing' Q2 Results

Analysts at Morgan Stanley dropped Amazon stock from their top pick list, after the tech giant's "disappointing" Q2 report.

Investors Business Daily

Uber Earnings: Wall Street Watching Bookings Growth, Robotaxi Debate

Uber's Q1 earnings on Wednesday offer a chance to regain momentum for Uber stock, which has slowed after a strong 2023.

Investors Business Daily

DoorDash Stock Jumps On Upgrade. Recent Slump Creates 'Attractive Entry.'

A post-earnings report slump for DoorDash stock has created an attractive entry point, according to an analyst's upgrade report.

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news in one place.

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Investors Business Daily

PDD Stock Slides As Analyst Says Temu's U.S. Momentum Is 'Cresting'

PDD stock slid after analysts at Morgan Stanley said the rapid adoption of the Temu shopping app could be "cresting" in the U.S.

Investors Business Daily

Meta Stock Is On A Winning Streak. Analysts Like The New Amazon Tie-Up.

Meta stock is on its longest winning streak since late 2021. Analysts like the Facebook parent's new Amazon partnership.

Investors Business Daily

IBD Stock Of The Day: Meta's Earnings Show Facebook Parent's AI Promise

Meta is IBD Stock of the Day. Shares have gained 152% this year, one of the best performers in the S&P 500.

Investors Business Daily

Google Antitrust Case: Why Apple Will Be Part Of The Courtroom Drama

The Department of Justice's antitrust trial vs. Google starts Tuesday. There's risk for GOOGL stock in the outcome as well as for AAPL stock.

Investors Business Daily

Amazon, Google, Meta Prep Artificial Intelligence Announcements

After Nvidia’s AI-fueled beat-and-raise report, investors are on the lookout for the next catalysts likely to drive AI stocks.

Benzinga

Why Lyft's Quarter-To-Quarter 'Bumpiness' Could Hurt Stock: 7 Analysts Break Down Q3 Earnings

Ride share company Lyft Inc (NASDAQ: LYFT) reported third-quarter financial results after hours Monday.

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.

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