$Meta Platforms, Inc.(META)$ The lightweight VR glasses have been a long time coming. Can't wait to try them, especially with the option to watch Ulysses in IMAX on them. $Alphabet(GOOGL)$
After climbing around 35% in the last month, all of $Meta Platforms, Inc.(META)$ 's upside has been realized according to the average analyst price target. Is Meta now fairly valued trading at 23x earnings?
$Meta Platforms, Inc.(META)$ I don't hold any stocks here, but the personal AI agent Muse is really solid. I use it and would happily pay $20/month for it.
$Palantir Technologies Inc.(PLTR)$ DA Davidson raised its price target on Palantir to $250 from $200, keeping a Buy rating. Analyst Gil Luria noted that AIPCon11 was centered on AI sovereignty, and the approach seems to be resonating with customers. The firm also pointed out that customers are becoming more sophisticated about which AI models they need and how to work across different models, and Palantir is benefiting from that shift.