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Meta’s AI Spending Shows ‘Clearest Signs’ Of Payoff Yet, TD Cowen Says — Muse Revenue Seen At $27B By 2031
According to TheFly, TD Cowen raised its Meta forecasts after Connect 2026, arguing that Muse’s integration across new consumer devices is creating a clearer path from AI investment to revenue.
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Meta’s AI Spending Shows ‘Clearest Signs’ Of Payoff Yet, TD Cowen Says — Muse Revenue Seen At $27B By 2031
According to TheFly, TD Cowen raised its Meta forecasts after Connect 2026, arguing that Muse’s integration across new consumer devices is creating a clearer path from AI investment to revenue.
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Google To Send AI Chips Into Orbit Next Week Aboard SpaceX Rocket, Eyes Data Center In Space
The satellite will launch on SpaceX’s Transporter-18 rideshare mission in partnership with Planet.
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Meta Maps Out Muse Monetization Strategy: Tap With ETFs or Stock?
Meta's Muse AI agent is expanding into commerce ahead of the holiday season. Can it unlock a new revenue stream?
Zacks
APP Stock Drops After Edgewater Says AppLovin Growth Has Stalled, Citi Sees Rapid Client Expansion
Edgewater analyst Joe Wittine expects fourth-quarter revenue growth of 8% to 9% sequentially following fresh channel checks.
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T-Mobile Stock Slips To More Than Two-Year Low — JPMorgan Cuts Target Ahead Of Q3 Citing Softer Service Revenue Outlook
JPMorgan cut its TMUS target to $260 from $275 and kept an 'Overweight' rating, per TheFly.
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NFLX Stock Heads For 4-Day Slide, Extends September Losing Streak After Wells Fargo Flags “Worrying” Engagement In Downgrade
Wells Fargo downgraded Netflix to 'Underweight' from 'Equal Weight' and cut its price target to $57 from $80.
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META Stock On Track To Extend Gains After Hitting 1-Month High, But Wall Street Divided On When Muse AI Agent Will Be A 'Game Changer'
Oppenheimer questioned whether consumers will pay for Muse when many already subscribe to competing AI services such as Gemini and ChatGPT.
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META Stock Jumps To Two-Month High — Muse Seen As A 'Notable' Revenue Stream By TD Cowen, While Meta Reportedly Buys A Swedish AI Startup
Meta has acquired Swedish AI startup Stilla.ai to accelerate development of Meta Business Agent, Axios reports.
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META Stock Rises Premarket: Zuckerberg Says Threads Is ‘Either Bigger Than X’ Or Close In Scale
Meta CEO Mark Zuckerberg says Threads is now bigger as X, but he still uses X to connect with AI communities.
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TTD Stock Declines As Wall Street Splits — Rosenblatt Sees Cost Relief, Jefferies Flags Top-Line Risk From 15% Job Cuts
In a filing with the Securities and Exchange Commission, The Trade Desk said it will eliminate roles and reduce headcount by about 15%, with the work expected to be largely finished in the third quarter of 2026.
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