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Meta's Threads app introduces a feature for podcasters to share episode previews in users' feeds, aiming to attract podcasters and their fans. Threads hosts live podcast events to spark discussions, competing with platforms like Reddit and Discord. Analysts have a Strong Buy consensus on META stock, with a 25.7% upside potential.
Microsoft is expected to see significant AI-driven growth by 2026, according to Wedbush analyst Dan Ives. He reaffirmed an Outperform rating and a $625 price target for the stock. Ives believes Microsoft's Azure growth and AI deployments are underestimated by the market. Over 70% of Microsoft's installed base is expected to adopt AI functionality within three years, changing the company's growth trajectory.
U.S. stocks are seeing further upside, driven by tech strength, with major averages in positive territory. Oracle and Nvidia stocks are rising, while gold and oil stocks also show strength. Asian markets are up, but European markets are down. U.S. treasuries continue to decline, with yields rising.
Investor Louis Gerard advises against chasing Tesla's stock rally, citing concerns over the company's reliance on ambitious projects like Robotaxi and Optimus, which lack measurable milestones. He highlights shrinking margins and doubts Tesla's ability to meet near-term goals, assigning a Sell rating. Wall Street remains divided on TSLA, with a consensus Hold rating and a 12-month price target suggesting a potential 22% slide.
US stocks rose on Monday, with the Nasdaq up 0.7%, Dow Jones up 133 points, and S&P 500 up 0.5%, driven by gains in technology and AI stocks. Nvidia and Micron Technology saw notable increases. Analysts remain optimistic about US equities, expecting further growth supported by earnings and potential interest-rate cuts.
