Meta Platforms' aggressive artificial-intelligence spending plans have caused shareholders a lot of grief this year, as the stock has sold off over the last few months. But that selloff has presented ... ...

With significant hedge fund interest and upside potential, Meta Platforms, Inc. (NASDAQ:META) secures a spot on our list of the 15 best AI stocks to watch in December 2025. Bullish Analyst Sentiment on Meta Platforms (META) Amid AI Wearables Acquisition and Next-Generation Hardware Plans As of December 8, 2025, roughly 90% of analysts remain bullish on Meta Platforms, Inc. (NASDAQ:META) with a median price target of $845.00. The consensus price target implies 26.72% upside. On December 5, 2025, Rosenbla ...

Eric Jackson, the architect behind the massive retail rally in Opendoor Technologies, Inc. (NASDAQ:OPEN) , has identified his next high-conviction “100-bagger” candidate as Nextdoor Holdings, Inc. (NYSE:NXDR) .NXDR stock is climbing. See the chart and price action here. Jackson lit a fire in the stock on Wednesday when he declared Nextdoor “the most mispriced Agentic-AI platform of the 2020s.” The recommendation immediately sent shares soaring, much like the previous “meme stock” rallies Jackson inspired in ...

市场整体表现 - 美国股市表现不一 道琼斯指数在周四上涨超过600点 [1] 并购交易 - First Eagle同意以每股175美元 总计4.73亿美元的全现金交易收购Diamond Hill Investment Group Inc [1] - Diamond Hill Investment Group Inc 股价因此飙升45.3%至170.74美元 [1] 公司业绩与指引 - Planet Labs PBC 股价上涨29.7%至16.79美元 原因是公司第三季度销售额超预期 且发布的第四季度销售额指引高于预期 [2] - Planet Labs PBC 同时上调了其2026财年的销售额指引 该指引也高于预期 [2] - Vail Resorts Inc 股价上涨8.3%至153.30美元 此前公司公布了第一季度业绩 [2] 监管批准与业务进展 - Gemini Space Station Inc 股价上涨19.2%至13.54美元 因其子公司Gemini Titan, LLC已获监管机构批准 可向美国客户提供预测市场服务 [2] 临床试验进展 - Rhythm Pharmaceuticals Inc 股价上涨13.5%至119.00美元 此前公司公布了setmelanotide用于普拉德-威利综合征患者的探索性二期试验初步结果 [2] 融资活动 - Immunovant Inc 股价上涨8.5%至25.57美元 公司完成了5.5亿美元的普通股发行定价 [2] 行业动态 - Mosaic Co 股价大涨7.2%至25.47美元 在乌克兰据报袭击俄罗斯化肥厂后 化肥类股票普遍走高 [2] 其他显著上涨股票 - Nextdoor Holdings Inc 股价上涨22.9%至3.11美元 [2] - Candel Therapeutics Inc 股价上涨12.4%至6.52美元 [2] - VersaBank 股价上涨12.34%至14.52美元 [2] - Perpetua Resources Corp 股价上涨10.4%至28.37美元 [2] - iHeartMedia Inc 股价上涨10.1%至5.19美元 [2] - NovaBay Pharmaceuticals Inc 股价上涨9.5%至2.65美元 [2] - Idaho Strategic Resources Inc 股价上涨9.3%至43.62美元 [2] - Wayfair Inc 股价上涨6.9%至99.76美元 [2] - Centene Corp 股价上涨5.3%至40.72美元 [2]

Among the most magnificent of the “Magnificent Seven” stocks, Meta Platforms (META) has been a top pick of mine for some time. Most of my own personal bullish thesis has to do with Meta's strong underlying cash flow-generating core business (its social media empire), which has allowed Meta to invest aggressively in new technologies and grow its time share among basically all age groups in the economy (and almost every country around the world). With the majority of the world visiting one of Meta's sites ...

Meta Platforms Inc (NASDAQ:META) just logged its first Death Cross since May, injecting fresh doubt into a stock that had previously powered through every dip on AI excitement. With META stock hovering near $645, the 50-day moving average has crossed below the 200-day — a classic momentum warning that suggests the rally is losing oxygen. Track META stock here.Meta is still up around 8% this year, but the last six months have carved out a quieter, more hesitant trajectory.META Stock Chart: Trend Lines Flash ...

Dan Caplinger: Welcome to the tug of war phase that every bull market goes through, Travis. I got to tell you, this is normal. This is normal, folks. It might not seem like it. It might not make sense, but we see this just about every time. Early in the week, everybody was nervous about what NVIDIA was going to say. Were they go to be able to live up to the hype? Were they go to be able to beat expectations? Jenson Wong, no stranger to making high predictions as far as causing expectations to go through the ...

Welcome to Morning Brief presented by [music] Robin Hood, the home to commission free trading. I'm Julie Hyman. Let's get to the three things you need to know today. First up, Oracle shares are sinking [music] and reigniting concerns over the AI trade. Investors were disappointed by the company's [music] cloud sales and an increase in data center spending. Oracle has also taken out [music] significant sums of debt and committed to leasing multiple data center sites. But its massive [music] spending isn't ye ...

核心观点 - Reddit在2025年表现强劲，股价年内大幅上涨，成为近期科技IPO历史上最强劲的首秀之一[2] - 公司于2025年第三季度实现显著盈利，净收入达1.63亿美元，而2024年全年亏损4.84亿美元[2][5] - 华尔街分析师普遍看好，共识目标价为242美元，认为其增长轨迹具有持续性[3] 财务表现与增长 - 2025年第三季度营收达5.85亿美元，同比增长68%，超出市场预期的5.49亿美元[3][5] - 第三季度每股收益为0.80美元，远超市场预期的0.52美元[3] - 广告收入同比增长74%，达到5.49亿美元[3] - 毛利率扩大至91%[3] - 第三季度自由现金流达1.83亿美元，同比增长158%[4][5] - 公司对2025年第四季度营收给出6.55亿至6.65亿美元的指引，表明增长势头依然强劲[6] 运营与用户指标 - 平台拥有1.16亿日活跃用户，覆盖超过10万个社区[3] - 每周有4.44亿人访问平台进行真实对话[3] - 日活跃用户同比增长19%[6] 估值与市场预期 - 按当前股价约238美元计算，公司远期市盈率约为69倍[4] - 若股价达到300美元，则远期市盈率将升至约87倍[4][5] - 在29位分析师中，有18位给予“买入”或“强力买入”评级[3] 潜在股价催化剂 - 持续的业绩超预期[6] - 市场猜测可能被纳入标普500指数，这将带来数十亿美元的被动资金流入[6] - 用户增长加速将推动广告收入进一步上升[6] - 凭借91%的毛利率和极低债务水平，公司在规模扩张时有空间利用其平台经济效应[6] - 如果纳斯达克指数在2026年重复2025年的表现，Reddit等高增长股票将受益于市场风险偏好情绪[7]

西太平洋银行呼吁社交媒体平台打击诈骗 - 西太平洋银行首席执行官安东尼·米勒呼吁Meta等社交媒体公司在防止网络诈骗中扮演更积极的角色 以应对日益增长的消费者威胁 [1][2] - 米勒强调银行无法独自应对威胁 并指出西太平洋银行在过去五年已投入超过3.33亿美元用于诈骗和欺诈预防 包括先进的检测工具和客户保护系统 [3] - 该银行认为生态系统中的其他参与者 尤其是社交媒体平台 必须加强行动以更好地保护澳大利亚人 [3] 诈骗活动现状与社交媒体平台的角色 - 诈骗者利用Facebook Marketplace等平台购买澳大利亚银行账户 这些账户通常来自受浪漫诈骗欺骗的人或愿意出售闲置账户的个人 从而使罪犯能够隐藏身份和交易 [5] - 西太平洋银行的欺诈主管本·扬此前警告 这种被称为“骡子账户”交易的日益增长行为 正被公开交易此类账户的网络群组所助长 [4] - 2024年10月 英国金融科技公司Revolut曾敦促Meta分担赔偿欺诈受害者的成本 理由是科技平台目前不承担赔偿受害者的责任 因此缺乏解决问题的动力 [5] Meta平台与诈骗广告相关的财务数据 - 泄露的内部文件显示 Meta预计2024年将从诈骗广告和违禁商品中获得约160亿美元的收入 这占其总收入的近10% [6] - 同一文件表明 Meta每天展示估计150亿个“高风险”诈骗广告 [6] 澳大利亚针对社交媒体平台的新监管措施 - 澳大利亚已成为首个禁止16岁以下儿童使用主要社交媒体平台的国家 新法律强制TikTok YouTube Instagram Facebook和X等应用屏蔽数百万年轻用户 [7] - 该法律已于周三生效 要求平台禁止未成年账户 否则将面临高达4950万澳元 约合3300万美元的罚款 [7]