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How BofA’s top growth stocks stand against SA quant ratings

Bank of America's top growth stocks, rated by its proprietary model, often differ from Seeking Alpha's Quant ratings. BofA's "Growth 10" stocks include Allstate, Applovin, Axon Enterprise, Salesforce, Gilead Sciences, Meta Platforms, Merck, TKO Group, Take-Two Interactive, and Welltower. While BofA rates them highly, Seeking Alpha's Quant metrics mostly suggest a "Hold" rating, despite high EPS growth projections. The Quant model assesses stocks based on growth, profitability, value, momentum, and earnings estimates.

MSN·
US
TTWO
-0.11%
US
BAC
+0.61%
US
GILD
+0.42%
MSN·
US
TTWO
-0.11%
US
BAC
+0.61%
US
GILD
+0.42%

No one knows what to call these things

Meta refers to its Ray-Ban glasses as AI glasses, but there is no consensus on the terminology for these devices. At a recent Google Project Aura demo, a discussion revealed that the term "smart glasses" is outdated, and "AI glasses" is not universally accepted. Meta's CEO and CTO have promoted the glasses as ideal for AI applications.

The Verge·
US
META
-0.64%
The Verge·
US
META
-0.64%

The Pixel Watch 4 is getting new one-handed gestures and better smart replies

Google has rolled out the first update for the Pixel Watch 4, introducing new one-handed gestures like double pinch for dismissing notifications and controlling music. Improvements to smart replies are available for Pixel Watch 3 and 4 models. The update is part of WearOS 6.1, enhancing user interaction with the device.

The Verge·
US
GOOG
+0.14%
US
GOOGL
+0.18%
The Verge·
US
GOOG
+0.14%
US
GOOGL
+0.18%

Microsoft stock plunges: is MSFT losing its AI first-mover advantage?

Microsoft stock (NASDAQ: MSFT) dropped sharply amid concerns about its position in enterprise AI. Despite investing $80 billion in AI infrastructure, missed sales targets and low adoption rates for AI products like Microsoft 365 Copilot have raised doubts about its competitive advantage. Rivals like Anthropic and DeepSeek are innovating rapidly, challenging Microsoft's market position. The sell-off reflects fears that Microsoft's first-mover advantage in AI is eroding.

Invezz·
US
MSFT
-2.31%
US
MSFL
-4.45%
US
MSFO
-1.80%
Invezz·
US
MSFT
-2.31%
US
MSFL
-4.45%
US
MSFO
-1.80%

The Physical Reality Behind The AI Bubble Fears

The article analyzes fears of an AI bubble, arguing that the real constraint is physical power, not a burst bubble. Gavin Baker's analysis suggests that massive capex by companies like Meta and Microsoft correlates with revenue growth, debunking fears of a plateau in AI technology. The shift from SaaS to outcome-based agents is challenging traditional software companies, while hardware complexity protects key infrastructure players. The AI industry's growth is tethered to physical constraints, not speculative excess.

Forbes·
US
META
-0.64%
US
AI
-0.16%
Forbes·
US
META
-0.64%
US
AI
-0.16%
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