Nightview Capital exited Meta, Intuitive Surgical, Shopify, and EchoStar, while increasing stakes in Las Vegas Sands, MGM Resorts, and Wynn Resorts, focusing on gaming and hospitality. They argue the market overreacted to AI risks in software, believing strong software companies will thrive by integrating AI rather than being disrupted. The firm highlights software firms' resilience due to data control, switching costs, distribution, and rapid AI adoption. They also increased holdings in large financial platforms like BlackRock and Charles Schwab, trimming some tech positions to concentrate on core ideas. Nightview remains optimistic about long-term growth despite short-term market fears.
Jefferies analysts see Meta's AI-enabled glasses as a promising new hardware growth area, estimating a $14 billion to $18 billion revenue opportunity over the next several years. The glasses, which combine cameras, open-ear audio, and Meta AI integra...
Technical analysis from TradingShot suggests Meta Platforms' stock may decline to $485 by mid-November 2026, reflecting a pattern similar to its 2018 correction. Currently trading around $644, Meta is in a bearish phase after failing to break above a...
Alphabet and other major hyperscalers are under close watch as their Q2 earnings reports reveal how well they manage capital expenditures (capex) against returns on investment (ROI). Capex for hyperscalers is expected to hit around $750 billion by 20...
STARTRADER has introduced 42 new US Stock CFDs available 24/5 and will add 43 more CFDs with 24/7 trading starting July 27, 2026. This expansion covers major sectors including technology, energy, healthcare, and finance, featuring companies like NVID...
Meta is testing StoryKit, an AI-powered app that generates personalized children's stories with custom characters, settings, and moral lessons. The app allows parents to create stories by snapping photos of toys or people to bring characters to life ...
