A ramp up in user engagement data could drive shares higher for the social media platform, analysts say.
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UBS says Meta could rally 28% from here as Instagram Reels monetization ramps up
Technology
Anthropic officially told by DOD that it’s a supply chain risk even as Claude used in Iran
New York Times columnist Andrew Ross Sorkin and CEO and co-founder of Anthropic Dario Amodei speak onstage during the 2025 New York Times Dealbook Summit at Jazz at Lincoln Center on December 03, 2025 in New York City. Michael M. Santiago | Getty Images The Department of Defense has officially informed Anthropic’s leadership that the […]
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Technology
Broadcom CEO’s copper commitment tanks Corning shares — but sellers are mistaken
Shares of optics maker Corning are tumbling Thursday, likely in response to comments from well-respected Broadcom CEO Hock Tan on the chipmaker’s earnings call the prior evening. But the market reaction seems like a clear-cut overreaction based on Corning’s own guidance and industry outlook. A key pillar of our investment thesis in Corning is the […]
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Cloud stocks jump, head for best day in nearly a year despite broad market declines
Traders work on the floor at the New York Stock Exchange, March 3, 2026. Brendan McDermid | Reuters Cloud and software stocks were a rare bright spot amid Thursday’s market drop. The WisdomTree Cloud Computing Fund (WCLD) gained 2.7%, putting the exchange-traded fund on track for its best day since April 24, when it jumped […]
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