Meta Muse Monetization Seen Limited Near Term, Wedbush Says
Meta Platforms Muse consumer AI agent is an interesting development at the intersection of AI and commerce, but management views the personal AI agent as a longer-term monetization opportunity, Wedbush Securities said in a note Friday.The investment firm estimates Muse subscriptions could generate about $5 billion in 2027, or roughly 1.5% of its total revenue estimate.Early adoption has been constructive, with Muse ranking No. 2 among the most downloaded apps on the US App Store, although the product is brand-new and will require consumer education and product-market fit.The brokerage sees additional potential from advertising, payments and Business AI, but said it is too early to assign estimates to advertising and payments. AI model improvements and potential API licensing could provide additional monetization opportunities over time.Wedbush maintained a neutral rating and raised its price target to $650 from $595.Price: 648.83, Change: +4.45, Percent Change: +0.69
Gosh..meta plagued by negative news one after another..zuckerberg is doomed this time
Market Chatter: Meta, Other Companies Brace for Democratic Scrutiny Over Trump Ties
Meta Platforms , Paramount Skydance and other companies with close ties to President Donald Trump are preparing for the possibility of Democratic scrutiny if the party regains control of the House in the 2026 midterm elections, The Wall Street Journal reported Friday.Some companies are forming internal task forces and hiring Democratic advisers to prepare for potential congressional investigations, including into their financial support for Trump and his political operations, the Journal reported.Meta recently gave $5 million each to Democratic-aligned nonprofits House Majority Forward and Majority Forward, the Journal reported. It also gave $5 million each to Republican-aligned groups American Action Network and One Nation, plus $10 million to a Trump-aligned political committee this spring.Paramount and Kalshi have also hired former Democratic aides, while Meta and Palantir executives and advisers have discussed the likelihood of facing requests for information, congressional heari
Wall Street Thinks it Knows How Tech Giants Will Make AI Pay
Investors have been fretting over how Big Tech is going to make a return on all its AI spending. Cloud computing increasingly looks like the answer.Amazon.com, Microsoft and Alphabet's Google all have
If meta price can reach $650 tomorrow, will already be a remarkable feat.
Top Wall Street Forecasters Revamp Meta Expectations Ahead Of Q2 Earnings
Meta Platforms, Inc (NASDAQ: META) will report Q2 earnings on July 29. Analysts predict $7.23 EPS and $59.50B revenue. Stock fell 0.1% to $593.41 on Tuesday. Analysts maintain Buy ratings with price targets up to $1,000.
Alphabet Stock Falls 6% as Google Increases Capex Forecast Again After Cloud-Driven Quarterly Beat
Alphabet's Q2 revenue beats estimates on Cloud, Search strengthOverviewU.S. search and cloud giant's Q2 revenue rose 24% yr/yr, beating analyst expectationsEPS surged 294% to $9.11, driven by net unre