Layer3.news

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META PLATFORMS (META) EARNS BULLISH TARGET DESPITE CONCERNS OVER HEAVY AI INVESTMENTS

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✍️ Meta Platforms Inc. was upgraded to Buy from Hold by Freedom Capital analyst Saken Ismailov, citing the company's expanding artificial intelligence strategy and potential upside.

👉 Meta Platforms Inc. was upgraded to Buy from Hold by Freedom Capital analyst Saken Ismailov 👉 The analyst believes that the long-term upside from the company's expanding artificial intelligence strategy is not yet fully reflected in the share price 👉 The stock remains a strong Buy with a consensus 1-year median price target of $850, reflecting a substantial 35% potential upside

-- #SakenIsmailov #JasonHelfstein #DavidKatz #MarkZuckerberg #business

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Saken Ismailov Jason Helfstein David Katz Mark Zuckerberg business mainstream:perspective

11/16/2025

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META SLUMPS ON AI SPENDING, ECHOING 2022 METAVERSE ROUT

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✍️ Meta's massive investments in artificial intelligence (AI) are raising concerns among investors, who are reminded of the company's previous metaverse outlays that led to a stock selloff.

👉 Meta's capital expenditures are expected to be as much as $72 billion this year 👉 The company's AI ambitions are seen as a key driver of its spending 👉 Investors are getting skittish about the outlays without more concrete signs of the payoffs 👉 Meta's stock has fallen almost 17% in its worst four-day run since November 2022

-- #MarkZuckerberg #TiffanyWade #JasonHelfstein #StefanSlowinski #DavidKatz #technology

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Mark Zuckerberg Tiffany Wade Jason Helfstein Stefan Slowinski David Katz technology mainstream:perspective

11/5/2025

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META STOCK FALLS BELOW $700 AS MARK ZUCKERBERG DOUBLES DOWN ON AI SPENDING: TIME TO BUY THE DIP?

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✍️ Meta Platforms' Q3 earnings beat expectations, but the company's increasing capex guidance, particularly in AI, has raised concerns among investors.

👉 Meta Platforms' Q3 earnings beat expectations 👉 Strong revenue growth driven by AI 👉 Increasing capex guidance, particularly in AI, raises concerns 👉 CFO warns of 'significant impact' on revenues if EU imposes changes 👉 Analysts cut target prices and downgrade stock 👉 Author believes focus on AI is the right move

-- #SusanLi #MarkZuckerberg #JasonHelfstein #MohitOberoi #technology

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Susan Li Mark Zuckerberg Jason Helfstein Mohit Oberoi technology mainstream:perspective

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqn9ul78h4kt0sz3gcxsr3hwdpdxshvfg9mutfxv2yjw00u08y5kaqmuu3ps

ALPHABET STOCK OUTLOOK: IS WALL STREET BULLISH OR BEARISH?

https://media.zenfs.com/en/barchart_com_477/4ce12ed3e6ffc7d71ef1568cd1e5d056

✍️ Alphabet Inc., the parent company of Google, has outperformed the broader market over the past year, with its stock soaring 60.8% in the past 52 weeks.

👉 Alphabet Inc. operates as a holding company, providing various internet products and healthcare services. 👉 The company has outperformed the broader market, with its stock surging 60.8% in the past 52 weeks. 👉 In Q3 2025, Google Search, YouTube ads, and Google Cloud observed solid double-digit growth in revenues. 👉 The company's topline grew 15.9% year-over-year to $102.3 billion. 👉 Analysts expect GOOG to deliver a 23.4% year-over-year growth in earnings to $9.92 per share.

-- #JasonHelfstein #AdityaSarawgi #MountainView,California #business

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Jason Helfstein Aditya Sarawgi Mountain View, California business mainstream:perspective

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NETFLIX STOCK LOGS BIGGEST WEEKLY DROP SINCE APRIL AS ELON MUSK CALLS FOR USERS TO CANCEL SUBSCRIPTIONS

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✍️ Netflix shares fell 5% over the past week as Tesla CEO Elon Musk urged consumers to boycott the streaming giant, citing alleged transgender messaging in kids' shows.

👉 Netflix shares fell 5% over the past week 👉 Elon Musk urged consumers to boycott Netflix, citing alleged transgender messaging in kids' shows 👉 Musk has posted several messages criticizing Netflix's programming 👉 Analysts remain optimistic about Netflix's prospects

-- #ElonMusk #JasonHelfstein #AllieCanal #business

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Elon Musk Jason Helfstein Allie Canal business mainstream:perspective

10/5/2025

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OPPENHEIMER LIFTS REDDIT (RDDT) PRICE TARGET TO $300, CITES STRONG USER GROWTH

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✍️ Reddit's stock price target raised to $300 by Oppenheimer analyst Jason Helfstein, citing higher estimates and multiple behind the price target raise.

👉 Oppenheimer analyst Jason Helfstein raised the price target on Reddit's stock to $300 👉 The firm cited higher estimates and multiple behind the price target raise 👉 Q3 US logged-in daily average users are 0.8M/1.1M above Opco/Street 👉 The firm increased its 2026 and 2027 forecasts for logged-in daily active users, revenue, and EBITDA

-- #JasonHelfstein #business

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9/24/2025

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ALIBABA (BABA) STOCK GETS BOOST AS ANALYSTS SEE AI CLOUD GROWTH AHEAD

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✍️ Mizuho analyst Jason Helfstein raised the price target on Alibaba Group Holding Limited to $159.00, maintaining an Outperform rating, citing strong demand and execution in commerce and cloud.

👉 Mizuho analyst Jason Helfstein raised the price target on Alibaba Group Holding Limited to $159.00 👉 Maintaining an Outperform rating 👉 Commerce and cloud segments are doing better due to robust demand and execution 👉 Cloud growth expected to accelerate in the next two quarters driven by strong Gen-AI demand

-- #JasonHelfstein #business

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9/6/2025

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SPOTIFY STOCK RECORDS PRICE-TARGET HIKES. HERE'S WHY.

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✍️ Spotify Technology (SPOT) received two price-target hikes from Wall Street analysts, but its stock remained unchanged.

👉 Spotify stock received two price-target hikes from Wall Street analysts 👉 Guggenheim's Michael Morris increased his price target to 850 from 800 👉 Oppenheimer's Jason Helfstein raised his price target to 825 from 750 👉 Spotify's recent price increases in international markets will drive improved profitability

-- #MichaelMorris #JasonHelfstein #PatrickSeitz #ChrisHansen #NewYorkCity #Germany #Austria #Switzerland #U.S. #business

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Michael Morris Jason Helfstein Patrick Seitz Chris Hansen New York City Germany Austria Switzerland

8/20/2025

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TRADE DESK STOCK PLUNGES ON SMALL REVENUE BEAT, RISING AMAZON COMPETITION

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✍️ Trade Desk (TTD) stock plunged 32% after reporting Q2 earnings that matched estimates, but revenue topped Wall Street targets. The company faces increasing competition from Amazon.

👉 Trade Desk reported Q2 earnings that matched estimates 👉 Revenue topped Wall Street targets by about 1% 👉 Guidance for the September quarter was in-line with estimates 👉 Stock tumbled 32% after the report 👉 Concerns about rising competition from Amazon

-- #MichaelNathanson #JasonHelfstein #BrianPitz #JeffGreen #JessicaReifEhrlich #MatthewSwanson #AlexKayyal #ReinhardtKrause #Ventura,California #business

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Michael Nathanson Jason Helfstein Brian Pitz Jeff Green Jessica Reif Ehrlich Matthew Swanson Alex Kayyal Reinhardt Krause

8/8/2025

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OPPENHEIMER TRIMS AMAZON (AMZN) PRICE TARGET TO $245 — AI GROWTH STILL A BRIGHT SPOT

https://media.zenfs.com/en/insidermonkey.com/912573c6f9ee1d138f17f4bc114d18ed

✍️ Amazon's stock price target was lowered by Oppenheimer analyst Jason Helfstein to $245.00, despite maintaining an 'Outperform' rating, due to concerns over capacity issues in AWS.

👉 Oppenheimer analyst Jason Helfstein lowered Amazon's price target to $245.00 👉 Maintaining an 'Outperform' rating 👉 Concerns over capacity issues in AWS 👉 Triple-digit year-over-year growth in AWS AI revenue 👉 No consumer weakness seen despite tariff impacts

-- #JasonHelfstein #Jassy #business

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Jason Helfstein Jassy business mainstream:perspective

8/2/2025

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CAN THESE 2 MONSTER GROWTH STOCKS HIT NEW HIGHS? HERE’S WHAT OPPENHEIMER THINKS

https://media.zenfs.com/en/tipranks_452/0986c76d66aa46d18807e384fd0e0bdb

✍️ The article discusses two growth stocks, Carvana Company (CVNA) and Spotify Technology (SPOT), that have recently caught the attention of Oppenheimer analysts. Both companies have impressive growth records and are expected to continue growing in the future.

👉 Carvana Company (CVNA) is a company that has been changing the face of the used car market 👉 Carvana has a successful business model and plans for expansion 👉 Spotify Technology (SPOT) is a leader in the online on-demand music streaming segment 👉 Spotify has a large user base and a growing revenue stream 👉 Both companies have impressive growth records and are expected to continue growing in the future

-- #BrianNagel #JasonHelfstein #Arizona #Denver #Sweden #business

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Brian Nagel Jason Helfstein Arizona Denver Sweden business mainstream:perspective

7/30/2025

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SPOTIFY SET TO REPORT EARNINGS AS INVESTOR OPTIMISM MEETS CAUTIOUS GUIDANCE

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✍️ Spotify is set to report its second-quarter earnings, with investors weighing its long-term monetization potential against softer near-term guidance.

👉 Spotify is set to report its second-quarter earnings 👉 The company's massive rally has followed a sweeping business overhaul 👉 Spotify is expected to report revenue of €4.27 billion 👉 Adjusted earnings per share are expected to be €1.97 👉 Total monthly active users are expected to be 689 million

-- #DanielEk #JasonBazinet #JasonHelfstein #BenSwinburne #AlexandraCanal #business

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Daniel Ek Jason Bazinet Jason Helfstein Ben Swinburne Alexandra Canal business mainstream:perspective

7/29/2025

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SPOTIFY GETS UPGRADE AHEAD OF Q2 EARNINGS. STOCK RISES.

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✍️ Spotify Technology (SPOT) stock rose after a Wall Street analyst upgraded the streaming music service to 'outperform' from 'neutral'.

👉 Oppenheimer analyst Jason Helfstein upgraded Spotify stock to outperform 👉 Set a price target of 800 on the audio entertainment leader 👉 Cited potential to monetize free users with advertising 👉 Long runway for user base growth 👉 Strong position in the market with a large user base

-- #JasonHelfstein #PatrickSeitz #Stockholm #business

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Jason Helfstein Patrick Seitz Stockholm business mainstream:perspective

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GOOGLE CLOUD DELIVERS Q2 KNOCKOUT, SENDS MESSAGE TO AMAZON, MICROSOFT

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✍️ Google's cloud computing business saw accelerated revenue growth and improved financial metrics in its second quarter earnings report, leading to a rise in Google stock.

👉 Google's cloud computing revenue grew 32% year-over-year 👉 Gross revenue rose 14% to $96.43 billion 👉 Capital spending expected to reach $85 billion in 2025 👉 Cloud computing unit expected to become a stronger rival to Amazon and Microsoft

-- #DougAnmuth #JasonHelfstein #RalphSchackart #BrentThill #BradErickson #ReinhardtKrause #technology

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Doug Anmuth Jason Helfstein Ralph Schackart Brent Thill Brad Erickson Reinhardt Krause technology mainstream:perspective

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OPPENHEIMER REMAINS OPTIMISTIC ON NETFLIX (NFLX) GIVEN STRONG COMPETITIVE POSITIONING

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✍️ Netflix receives a bullish note from Oppenheimer analyst Jason Helfstein, citing subscriber growth, strong content slate, and improved advertising platform as catalysts.

👉 Subscriber growth in ad-supported tier reaches 94 million global monthly active users 👉 Strong content slate, including series finales and new blockbuster films 👉 Progress in enhancing advertising platform and ad-tech software 👉 Expected to continue churning out superior content across international markets

-- #JasonHelfstein #business

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5/20/2025

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NETFLIX STOCK SOARS 7% AS INVESTORS LOOK FOR SAFETY IN A TURBULENT MARKET

https://media.zenfs.com/en/quartz.com/2ba8317b787f880727f1305e9b5042a5

✍️ Netflix's stock continues to rise as investors see the streaming giant as a recession-proof play, with a strong first quarter earnings report and a predicted 30% profit margin for the rest of the year.

👉 Netflix's stock is up 19.5% year-to-date, while the S&P 500 and Nasdaq are down 10.2% and 15.7%, respectively 👉 The company posted nearly $3 billion in profit and a 31.7% operating margin on $10.5 billion in revenue 👉 Netflix expects to hover around 30% profit margins for the rest of the year 👉 The company is not overly exposed to tariffs and is expected to be resilient in any potential future economic downturn

-- #RalphSchackart #JackBrenczewski #DougAnmuth #JasonHelfstein #business

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Ralph Schackart Jack Brenczewski Doug Anmuth Jason Helfstein business mainstream:perspective

4/23/2025

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NETFLIX STOCK IS JUST HUMMING ALONG WHILE THE MARKET BLEEDS

https://media.zenfs.com/en/quartz.com/8bb070466cbad479a702c9c4263c8425

✍️ Netflix's strong first quarter results have analysts comparing it to Big Tech, with the company's stock rising 2% despite market volatility.

👉 Netflix's first quarter results were strong, with nearly $3 billion in profit and a 31.7% operating margin on $10.5 billion in revenue. 👉 The company is outperforming both the S&P 500 and Nasdaq indices, with a 12% year-to-date gain compared to declines of 12.5% and 18%, respectively. 👉 Analysts are optimistic about Netflix's prospects, citing its stable retention, successful advertising business, and large, monetizable audience.

-- #TedSarandos #RalphSchackart #JackBrenczewski #DougAnmuth #JasonHelfstein #business

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Ted Sarandos Ralph Schackart Jack Brenczewski Doug Anmuth Jason Helfstein business mainstream:perspective

4/21/2025

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NETFLIX PRAISED AS 'CLEANEST STORY' IN TECH, AS LATEST EARNINGS REPORT BRUSHES OFF MACRO WORRIES

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✍️ Netflix reported strong first-quarter earnings, topping expectations and solidifying its position as a defensive player in the streaming industry.

👉 Netflix reported strong first-quarter earnings, beating expectations 👉 Analysts praised the company's strong subscriber growth and revenue momentum 👉 Netflix's stock rose 3.3% in after-hours trading 👉 Analysts raised their price targets on Netflix stock 👉 Netflix's ability to maintain its pricing power and subscriber retention during a potential recession has been a key factor in its success

-- #JasonHelfstein #JeffWlodarczak #GregPeters #JessicaReifEhrlich #AlexandraCanal #France #US #Canada #business

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Jason Helfstein Jeff Wlodarczak Greg Peters Jessica Reif Ehrlich Alexandra Canal France US Canada

4/18/2025

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SHOULD YOU INVEST IN THE 3 WORST-PERFORMING STOCKS IN THE NASDAQ-100 IN 2025?

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✍️ The Nasdaq-100 index has struggled this year, with three of its worst-performing stocks being The Trade Desk, Marvell Technology, and Tesla. Despite their struggles, investors may see opportunities to buy these stocks at a discount.

👉 The Nasdaq-100 index has struggled this year due to concerns about the economy, elevated valuations, and U.S. President Donald Trump's tariff plans. 👉 The three worst-performing stocks in the index are The Trade Desk, Marvell Technology, and Tesla. 👉 The Trade Desk's stock has fallen due to concerns about its growth strategy and the adoption of its artificial intelligence assistant, Kokai. 👉 Marvell Technology's stock has fallen due to concerns about its partnership with Amazon and its custom chip business. 👉 Tesla's stock has fallen due to concerns about CEO Elon Musk's involvement in U.S. government operations and his public comments about various issues.

-- #DonaldTrump #JeffGreen #JasonHelfstein #TomO'Malley #ElonMusk #business

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Donald Trump Jeff Green Jason Helfstein Tom O'Malley Elon Musk business mainstream:perspective

3/31/2025, 1 engagement

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META EXTENDS BEST-EVER WINNING STREAK AS SOME BIG TECH PEERS SLUMP

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✍️ Meta Platforms (META) stock closed at a 52-week high, notching a 13-day winning streak, driven by strong digital advertising business and increased spending on AI infrastructure.

👉 Meta's stock has closed higher on 13 consecutive trading days 👉 Strong fourth-quarter results beat expectations for earnings and sales 👉 Meta to spend $60 billion to $65 billion on capital expenditures this year, with a focus on AI infrastructure 👉 Other big tech firms, such as Google, have been punished for similar large capex growth

-- #MarkZuckerberg #JasonHelfstein #DonaldTrump #business

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Mark Zuckerberg Jason Helfstein Donald Trump business mainstream:perspective

2/7/2025

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ANALYST SEES 'BUYING OPPORTUNITY' AFTER UBER STOCK SELL-OFF ON WAYMO, TESLA ROBOTAXI CONCERNS

https://www.investors.com/wp-content/uploads/2019/05/stock-Uber-04-shutter.jpg

✍️ Uber's stock traded sideways as analysts see a buying opportunity after a recent sell-off, citing concerns over robotaxi services and rides demand in the US.

👉 Uber's stock has slumped over 20% since its Q3 earnings report 👉 Concerns over robotaxi services and rides demand in the US are driving the sell-off 👉 Oppenheimer analyst Jason Helfstein sees a buying opportunity and reiterated an outperform call on Uber 👉 Helfstein believes that robotaxis will grow the total addressable market for ridesharing 👉 Uber's leading matching and logistics platform will benefit from this trend

-- #JasonHelfstein #ElonMusk #US #Miami #Phoenix #Austin #Atlanta #business

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Jason Helfstein Elon Musk US Miami Phoenix Austin Atlanta business

12/19/2024

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NETFLIX STOCK RECOVERS FROM LOSSES AFTER TECHNICAL GLITCHES DISRUPT THE JAKE PAUL, MIKE TYSON BOXING MATCH

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✍️ Netflix's highly anticipated boxing event between Mike Tyson and Jake Paul experienced technical glitches, sparking concerns about the company's ability to deliver live programs.

👉 Technical glitches plagued the Mike Tyson-Jake Paul boxing event 👉 150 million global viewers tuned in to watch the event 👉 Netflix shares recovered from earlier losses and climbed nearly 2% on Monday 👉 Company's ability to deliver live programs, including NFL Christmas Day games, under scrutiny

-- #MikeTyson #JakePaul #JasonHelfstein #Beyoncé #RobertFishman #AlexandraCanal #mainstream #entertainment

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Mike Tyson Jake Paul Jason Helfstein Beyoncé Robert Fishman Alexandra Canal mainstream entertainment

11/18/2024

Layer3.news

AI by layer3.news

Filtering by: Jason Helfstein · clear filter

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FREIGHTOS (CRGO) Q3 2025 EARNINGS CALL TRANSCRIPT

https://media.zenfs.com/en/motleyfool.com/e48e86dda35543079ee2080fd9208b73

✍️ Freightos reports Q3 2025 earnings, with revenue up 24% year-over-year and platform revenue up 15% year-over-year.

-- #ZviSchreiber #PabloPinillos #AnatEaron-Heilborn #JasonHelfstein #GeorgeSutton #business

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Zvi Schreiber Pablo Pinillos Anat Earon-Heilborn Jason Helfstein George Sutton business mainstream:perspective

11/19/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq9gwvraq8qvqeww3z57nj9ttsc9zejfdpk7w80z0cnm6u5hdatsrqxrhp60

META PLATFORMS (META) EARNS BULLISH TARGET DESPITE CONCERNS OVER HEAVY AI INVESTMENTS

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✍️ Meta Platforms Inc. was upgraded to Buy from Hold by Freedom Capital analyst Saken Ismailov, citing the company's expanding artificial intelligence strategy and potential upside.

-- #SakenIsmailov #JasonHelfstein #DavidKatz #MarkZuckerberg #business

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Saken Ismailov Jason Helfstein David Katz Mark Zuckerberg business mainstream:perspective

11/16/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq9s3ftujk8wkw7truvgg643sf0s4x0hxy4yj250tm4d79mz6qp4cqmqvxdy

META SLUMPS ON AI SPENDING, ECHOING 2022 METAVERSE ROUT

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✍️ Meta's massive investments in artificial intelligence (AI) are raising concerns among investors, who are reminded of the company's previous metaverse outlays that led to a stock selloff.

-- #MarkZuckerberg #TiffanyWade #JasonHelfstein #StefanSlowinski #DavidKatz #technology

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Mark Zuckerberg Tiffany Wade Jason Helfstein Stefan Slowinski David Katz technology mainstream:perspective

11/5/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq4te5vkaspvu8h8600sfy54m3fwsws7j2asfgz5v2kj2w034yysrs9z5cuy

META STOCK FALLS BELOW $700 AS MARK ZUCKERBERG DOUBLES DOWN ON AI SPENDING: TIME TO BUY THE DIP?

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✍️ Meta Platforms' Q3 earnings beat expectations, but the company's increasing capex guidance, particularly in AI, has raised concerns among investors.

-- #SusanLi #MarkZuckerberg #JasonHelfstein #MohitOberoi #technology

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Susan Li Mark Zuckerberg Jason Helfstein Mohit Oberoi technology mainstream:perspective

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqn9ul78h4kt0sz3gcxsr3hwdpdxshvfg9mutfxv2yjw00u08y5kaqmuu3ps

ALPHABET STOCK OUTLOOK: IS WALL STREET BULLISH OR BEARISH?

https://media.zenfs.com/en/barchart_com_477/4ce12ed3e6ffc7d71ef1568cd1e5d056

✍️ Alphabet Inc., the parent company of Google, has outperformed the broader market over the past year, with its stock soaring 60.8% in the past 52 weeks.

-- #JasonHelfstein #AdityaSarawgi #MountainView,California #business

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Jason Helfstein Aditya Sarawgi Mountain View, California business mainstream:perspective

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NETFLIX STOCK LOGS BIGGEST WEEKLY DROP SINCE APRIL AS ELON MUSK CALLS FOR USERS TO CANCEL SUBSCRIPTIONS

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✍️ Netflix shares fell 5% over the past week as Tesla CEO Elon Musk urged consumers to boycott the streaming giant, citing alleged transgender messaging in kids' shows.

-- #ElonMusk #JasonHelfstein #AllieCanal #business

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Elon Musk Jason Helfstein Allie Canal business mainstream:perspective

10/5/2025

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OPPENHEIMER LIFTS REDDIT (RDDT) PRICE TARGET TO $300, CITES STRONG USER GROWTH

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✍️ Reddit's stock price target raised to $300 by Oppenheimer analyst Jason Helfstein, citing higher estimates and multiple behind the price target raise.

-- #JasonHelfstein #business

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9/24/2025

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ALIBABA (BABA) STOCK GETS BOOST AS ANALYSTS SEE AI CLOUD GROWTH AHEAD

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✍️ Mizuho analyst Jason Helfstein raised the price target on Alibaba Group Holding Limited to $159.00, maintaining an Outperform rating, citing strong demand and execution in commerce and cloud.

-- #JasonHelfstein #business

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9/6/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq7v2jl4tuuyh6uf0en7z9ama9d2pcurl64yn7h3a7jqv8rfplcj7snt4yg7

SPOTIFY STOCK RECORDS PRICE-TARGET HIKES. HERE'S WHY.

https://www.investors.com/wp-content/uploads/2025/08/Stock-Spotify-TaylorSwift-company.jpg

✍️ Spotify Technology (SPOT) received two price-target hikes from Wall Street analysts, but its stock remained unchanged.

-- #MichaelMorris #JasonHelfstein #PatrickSeitz #ChrisHansen #NewYorkCity #Germany #Austria #Switzerland #U.S. #business

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Michael Morris Jason Helfstein Patrick Seitz Chris Hansen New York City Germany Austria Switzerland

8/20/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpquv629zkv70ulh25jhwjpdth6gr9vu0hrvmtgy8exj9gj85dzp9sq2665p9

TRADE DESK STOCK PLUNGES ON SMALL REVENUE BEAT, RISING AMAZON COMPETITION

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✍️ Trade Desk (TTD) stock plunged 32% after reporting Q2 earnings that matched estimates, but revenue topped Wall Street targets. The company faces increasing competition from Amazon.

-- #MichaelNathanson #JasonHelfstein #BrianPitz #JeffGreen #JessicaReifEhrlich #MatthewSwanson #AlexKayyal #ReinhardtKrause #Ventura,California #business

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Michael Nathanson Jason Helfstein Brian Pitz Jeff Green Jessica Reif Ehrlich Matthew Swanson Alex Kayyal Reinhardt Krause

8/8/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqnutz0qh9afsqs0htclcp80u3khn70cfqn2klwr0uqt3296mn9uzspyu5pz

OPPENHEIMER TRIMS AMAZON (AMZN) PRICE TARGET TO $245 — AI GROWTH STILL A BRIGHT SPOT

https://media.zenfs.com/en/insidermonkey.com/912573c6f9ee1d138f17f4bc114d18ed

✍️ Amazon's stock price target was lowered by Oppenheimer analyst Jason Helfstein to $245.00, despite maintaining an 'Outperform' rating, due to concerns over capacity issues in AWS.

-- #JasonHelfstein #Jassy #business

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Jason Helfstein Jassy business mainstream:perspective

8/2/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqyxnuq73j25pax4q8jsxxusldmaydd38dqp5d7fj8m4tu2fp3ducq0czh6h

CAN THESE 2 MONSTER GROWTH STOCKS HIT NEW HIGHS? HERE’S WHAT OPPENHEIMER THINKS

https://media.zenfs.com/en/tipranks_452/0986c76d66aa46d18807e384fd0e0bdb

✍️ The article discusses two growth stocks, Carvana Company (CVNA) and Spotify Technology (SPOT), that have recently caught the attention of Oppenheimer analysts. Both companies have impressive growth records and are expected to continue growing in the future.

-- #BrianNagel #JasonHelfstein #Arizona #Denver #Sweden #business

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Brian Nagel Jason Helfstein Arizona Denver Sweden business mainstream:perspective

7/30/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqz5nlv36hq5l7sax5fjvwg6n32tntnvs3z96f0n6tj58s0djznrzqetnr8p

SPOTIFY SET TO REPORT EARNINGS AS INVESTOR OPTIMISM MEETS CAUTIOUS GUIDANCE

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✍️ Spotify is set to report its second-quarter earnings, with investors weighing its long-term monetization potential against softer near-term guidance.

-- #DanielEk #JasonBazinet #JasonHelfstein #BenSwinburne #AlexandraCanal #business

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Daniel Ek Jason Bazinet Jason Helfstein Ben Swinburne Alexandra Canal business mainstream:perspective

7/29/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqwsnhuje0wsnz9pp5d0t3x2jnpvqqk45n88ywr04ypkj52450m5qsdvz9uc

SPOTIFY GETS UPGRADE AHEAD OF Q2 EARNINGS. STOCK RISES.

https://www.investors.com/wp-content/uploads/2025/07/Stock-Spotify-MusicDepot-company.jpg

✍️ Spotify Technology (SPOT) stock rose after a Wall Street analyst upgraded the streaming music service to 'outperform' from 'neutral'.

-- #JasonHelfstein #PatrickSeitz #Stockholm #business

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Jason Helfstein Patrick Seitz Stockholm business mainstream:perspective

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqlmssfk3xve2leqhtx383kjhsmhf0z5umlm0psqrvesaflkcs5cpqv4lfur

GOOGLE CLOUD DELIVERS Q2 KNOCKOUT, SENDS MESSAGE TO AMAZON, MICROSOFT

https://www.investors.com/wp-content/uploads/2018/10/Stock-google-20-shut.jpg

✍️ Google's cloud computing business saw accelerated revenue growth and improved financial metrics in its second quarter earnings report, leading to a rise in Google stock.

-- #DougAnmuth #JasonHelfstein #RalphSchackart #BrentThill #BradErickson #ReinhardtKrause #technology

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Doug Anmuth Jason Helfstein Ralph Schackart Brent Thill Brad Erickson Reinhardt Krause technology mainstream:perspective

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OPPENHEIMER REMAINS OPTIMISTIC ON NETFLIX (NFLX) GIVEN STRONG COMPETITIVE POSITIONING

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✍️ Netflix receives a bullish note from Oppenheimer analyst Jason Helfstein, citing subscriber growth, strong content slate, and improved advertising platform as catalysts.

-- #JasonHelfstein #business

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5/20/2025

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NETFLIX STOCK SOARS 7% AS INVESTORS LOOK FOR SAFETY IN A TURBULENT MARKET

https://media.zenfs.com/en/quartz.com/2ba8317b787f880727f1305e9b5042a5

✍️ Netflix's stock continues to rise as investors see the streaming giant as a recession-proof play, with a strong first quarter earnings report and a predicted 30% profit margin for the rest of the year.

-- #RalphSchackart #JackBrenczewski #DougAnmuth #JasonHelfstein #business

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Ralph Schackart Jack Brenczewski Doug Anmuth Jason Helfstein business mainstream:perspective

4/23/2025

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NETFLIX STOCK IS JUST HUMMING ALONG WHILE THE MARKET BLEEDS

https://media.zenfs.com/en/quartz.com/8bb070466cbad479a702c9c4263c8425

✍️ Netflix's strong first quarter results have analysts comparing it to Big Tech, with the company's stock rising 2% despite market volatility.

-- #TedSarandos #RalphSchackart #JackBrenczewski #DougAnmuth #JasonHelfstein #business

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Ted Sarandos Ralph Schackart Jack Brenczewski Doug Anmuth Jason Helfstein business mainstream:perspective

4/21/2025

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NETFLIX PRAISED AS 'CLEANEST STORY' IN TECH, AS LATEST EARNINGS REPORT BRUSHES OFF MACRO WORRIES

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✍️ Netflix reported strong first-quarter earnings, topping expectations and solidifying its position as a defensive player in the streaming industry.

-- #JasonHelfstein #JeffWlodarczak #GregPeters #JessicaReifEhrlich #AlexandraCanal #France #US #Canada #business

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Jason Helfstein Jeff Wlodarczak Greg Peters Jessica Reif Ehrlich Alexandra Canal France US Canada

4/18/2025

nostr:nevent1qvzqqqqqqypzqe6z4eqs8a86awpjvnv4ta6zlxnprtyqryxvqpp78vezxxxv0mnpqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqrxe9qfawlctcxewwu7werzd97hu3mmq0nnrrz8g5sl0rvx9fppdqkxatqe

SHOULD YOU INVEST IN THE 3 WORST-PERFORMING STOCKS IN THE NASDAQ-100 IN 2025?

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✍️ The Nasdaq-100 index has struggled this year, with three of its worst-performing stocks being The Trade Desk, Marvell Technology, and Tesla. Despite their struggles, investors may see opportunities to buy these stocks at a discount.

-- #DonaldTrump #JeffGreen #JasonHelfstein #TomO'Malley #ElonMusk #business

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Donald Trump Jeff Green Jason Helfstein Tom O'Malley Elon Musk business mainstream:perspective

3/31/2025, 1 engagement

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META EXTENDS BEST-EVER WINNING STREAK AS SOME BIG TECH PEERS SLUMP

https://www.investors.com/wp-content/uploads/2023/10/Stock-meta-05-adobe.jpg

✍️ Meta Platforms (META) stock closed at a 52-week high, notching a 13-day winning streak, driven by strong digital advertising business and increased spending on AI infrastructure.

-- #MarkZuckerberg #JasonHelfstein #DonaldTrump #business

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Mark Zuckerberg Jason Helfstein Donald Trump business mainstream:perspective

2/7/2025

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ANALYST SEES 'BUYING OPPORTUNITY' AFTER UBER STOCK SELL-OFF ON WAYMO, TESLA ROBOTAXI CONCERNS

https://www.investors.com/wp-content/uploads/2019/05/stock-Uber-04-shutter.jpg

✍️ Uber's stock traded sideways as analysts see a buying opportunity after a recent sell-off, citing concerns over robotaxi services and rides demand in the US.

-- #JasonHelfstein #ElonMusk #US #Miami #Phoenix #Austin #Atlanta #business

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Jason Helfstein Elon Musk US Miami Phoenix Austin Atlanta business

12/19/2024