See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
GOOGLadvertisingartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
GOOGL
▼ Likely negativeAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.3T |
| Close on 10/14/2026 | 347.64 |
| Change that session | -1.74% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- META, TTD, SNAP, GOOGL, BMBL, WDAY Stocks Get New UBS Targets Amid AI And Ad Shifts
UBS revised price targets on six digital advertising and software stocks. It raised Meta's target to $884 from $715, citing AI-driven revenue opportunities, and lifted Snap's to $7 from $5.70 with a Neutral rating, noting advertisers still aren't prioritizing it. The Trade Desk's target was cut to $15 from $16 on weaker budget allocation and advertiser shifts toward Amazon, while Workday's fell to $210 from $220 due to uncertainty beyond fiscal 2028. Alphabet's target rose slightly to $380 from $379 with a Neutral rating, and Bumble's rose to $6.05 from $3 after its agreement to be acquired by Ithaca Holdings for $6.05 per share in cash.
- Alphabet vs. Meta Platforms: Here's What Revenue Trends Tell Investors About These Media Giants Turned Artificial Intelligence Companies
Alphabet earns most of its revenue from digital advertising on Google search and video platforms, and between July and October 2026 it launched the Pixel 11 hardware series while facing a proposed antitrust remedy framework from the U.S. Department of Justice over its search business. Meta Platforms earns from targeted ads across its social media apps, and in the same period it debuted consumer Meta VR Glasses while the UK Office of Communications opened a formal investigation into the child safety assessment practices of its apps. The article notes both companies depend heavily on advertising, see revenue spikes in the fourth quarter, and are using AI in their ad platforms. Meta is projected to surpass Alphabet in advertising revenue for the first time in 2026, with global ad sales expected at $243.46 billion versus Google's projected $239.54 billion, a result the article says would validate Meta's AI automation investments.
- Bank of America Says Meta Could Beat Revenue Forecasts as AI Boosts Ads, Despite $10 Billion Legal Charge
Bank of America says Meta Platforms could report third-quarter revenue above expectations as AI improves its advertising business, even though a one-time legal charge of about $10 billion will weigh heavily on reported earnings. The bank forecasts Q3 revenue of $63.8 billion versus a consensus of $63.3 billion, and keeps a Buy rating with a $810 price target. It cut its Q3 earnings estimate to $3.79 per share from $7.08, reflecting the accrual tied to Meta's settlement with state attorneys general over alleged harms to young users. The bank also raised its 2027 capital expenditure forecast to $205 billion, and Meta is scheduled to report results on Oct. 21.
- Meta expected to beat revenue forecasts as AI boosts advertising, says Bank of America
Bank of America expects Meta to beat third-quarter revenue forecasts, projecting $63.8 billion versus a $63.3 billion consensus, as AI supports advertising. The bank maintains a Buy rating and $810 price target, but expects third-quarter EPS of $3.79, below the $6.08 consensus, due to a one-off $10 billion legal settlement charge linked to state attorneys general. For the fourth quarter, it forecasts revenue of $74.1 billion and EPS of $8.74, above consensus of $73.6 billion and $8.18. It expects Meta's fourth-quarter guidance to range from $71.5 billion to $74.5 billion, implying 19% to 24% annual growth versus 25% in the third quarter. Capex for 2026 is expected to narrow to $140 billion to $145 billion, with 2027 capex estimated at $205 billion.
- Amazon’s New Bee Wearables Come With a $12 Subscription. Here’s Why the Fee Barely Matters
Amazon began selling the $75 Bee Frontier bracelet on October 15 and showed the $100 Bee Eclipse, which magnetically snaps onto the back of a smartphone, with no release date yet. Both devices listen through the day to create summaries, reminders and tasks. The bigger change is software: Bee Pro costs $11.99 a month and adds unlimited summaries, Amazon.com links, Alexa+, Gmail and Outlook, while free users keep 14 days of memory. The article argues the fee barely matters to Amazon's numbers: 1 million subscribers at $143.88 a year would add about $144 million, or 0.3% of the $52.85 billion subscription line, while advertising grew 26% in the June quarter. It also compares the model with Meta's Reality Labs, which lost $4.62 billion in the June quarter on $431 million in revenue.
- What Apple's hand-embroidered product launch reveals about advertising in the age of AI slop
Apple promoted its 'Welcome Home' launch on Oct. 13 with a hand-embroidered version of its 1977 rainbow logo, made by Sydney-based twin sisters Maricor/Maricar and shown in a video of hands stitching the design. An Ipsos and Syracuse University study of 20 ads with 3,000 U.S. consumers found human-made ads scored 14% higher on predicted short-term sales effectiveness and 17% higher on long-term brand health than AI-generated ones. Researchers say visible human effort can signal care and craftsmanship, while an AI-use label can make viewers perceive less effort and engage less with the brand.
Related markets
Latest news
- Wells Fargo and five others object to OKX-ICE tokenized stock listings: Report
As of Friday, 22 companies had filed objections to having their US stock listings tokenized on OKXICE, the proposed platform of a joint venture between OKX and Intercontinental Exchange (ICE), the parent company of the NYSE, according to Reuters. Wells Fargo, Arm Holdings and Intuit were the latest to object, joining Microsoft and Alphabet, which did so in the past week, and 6 more companies have reportedly objected. Of the 22 companies, 16 are listed on Nasdaq and 6 on the NYSE. The venture proposed tokenizing stocks of 62 companies when it filed with the SEC under the innovation exemption, while Nasdaq's September guidance warned that issuers must be cautious. OKXICE co-chair Andrew Cuomo said he expects more objections as companies avoid being the first to test the model.
- Affirm Lost Walmart to Klarna in 2025. Now It Has Sam's Club. Here's What Moves the Stock Before November 5
Affirm signed an exclusive, multi-year deal on October 22 to become Sam's Club's pay-over-time provider, and the stock closed down 1.51% at $72.40 that day. The deal comes about 19 months after Klarna replaced Affirm as Walmart's installment partner, though terms were not disclosed. Affirm's Sam's Club service will go live on SamsClub.com in the coming weeks and in clubs in 2027, so the September quarter will not include it. The article links recent weakness to rate fears: September consumer prices rose 3.7% from a year earlier, the 10-year Treasury yield closed at 5.19%, and Affirm fell more than 11.5% at one point. Goldman Sachs cut its target to $103 from $115 on October 13 while keeping a Buy rating, and the Street mean sat near $99 ahead of fiscal first-quarter results due November 5 and a Fed decision on October 28.
- Netanyahu Considering Crypto Plan to Dodge Banking Sanctions on Israel
Israeli Prime Minister Benjamin Netanyahu told Channel 10 that he has asked for a plan to use cryptocurrency and blockchain networks to help Israel get around possible banking sanctions, four days before the national election. He did not say who is drafting the plan, which currency or network it would use, or when it would be ready. He said U.S. defense aid will end, “only a question of time,” and that Israel must “prepare for a rainy day” beyond Trump; the current $3.8 billion-a-year deal expires in September 2028. The article notes that Russia’s ruble stablecoin A7A5 moved about $102 billion in its first year, before sanctions and a hack of its main exchange cut its daily volume by 96% from its peak. It also notes that blockchains are public and traceable, and that on July 1 Defense Minister Israel Katz signed sanctions orders on 37 crypto wallets.
- Weekly Wrap: Bitcoin Under Pressure As Market Volatility Intensifies
Bitcoin and other cryptocurrencies remain under pressure as technology stocks sell off over growing concerns about the AI trade, and the Nasdaq fell nearly 700 points, or 2.60%, on Oct. 22. Bitcoin was at $81,500 on Oct. 23, down 5% for October after gaining more than 40% in Q3, while crude oil traded above $115 per barrel. Strategy bought 267 BTC for $22.1 million, bringing its holdings to 848,517 BTC. Deposits in crypto lending vaults have topped $10 billion, more than double the $4 billion at the start of 2025. Visa is in talks to acquire Fireblocks for $2.5 billion, 69% below the $8 billion valuation applied in a January 2022 fundraise.
- Tesla Stock Lags Apple Because Of ‘Communications Problem,’ Says Investor Gary Black
Investor Gary Black, managing partner of The Future Fund LLC, argued that Tesla (TSLA) has a “communications problem” that undermines its credibility despite strong products, while Apple (AAPL) does not. He noted that over the past year Apple gained 33% while Tesla fell 17%, and over five years Apple rose 133% versus 9% for Tesla. Black called on Tesla to disclose how many customers keep their FSD subscriptions three to six months after free trials end, rather than only right after. He called the reported over 75% paid FSD sign-up rate on North American third-quarter deliveries “clearly inflated,” while RBC Capital analyst Tom Narayan has estimated 30-40% on a paid basis. Tesla said it has over 1.7 million paid FSD customers globally.
- Norwegian Cruise Line Holdings (NCLH) Could Be 20% Undervalued As JPMorgan Flags Yield Risk
JPMorgan downgraded Norwegian Cruise Line Holdings (NCLH) to Underweight ahead of its Q3 report, citing concern about possible pressure on net yield estimates for the second half of 2027. The stock has fallen 31.78% year to date and 33.82% over one year, though it rose 9.28% over the past month and closed at US$15.54. The most followed narrative assigns a fair value of $19.44, implying about 20% undervaluation, and expects fleet renewal to cut growth capex by about US$1b annually from 2028, which could free cash flow for deleveraging. A separate SWS DCF model estimates a future cash flow value of just $3.87, far below the share price, which the article frames as a question of whether reported earnings or long-term cash flows should be the yardstick.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.