Hims & Hers May Face FTC Lawsuit for Allegedly Sharing Sensitive User Data With Advertisers: Report

Should SpaceX Join the "Magnificent Seven"? Here's 1 Stock I'd Kick Out to Make Room.

An analyst argues that SpaceX should potentially replace Meta Platforms in the "Magnificent Seven" tech group. While SpaceX offers unique businesses in satellite internet (Starlink) and space transportation that aren't represented in the current group, Meta lacks tangible results from its AI initiatives despite significant investments. The analyst recommends keeping Tesla, Apple, Alphabet, Amazon, Microsoft, and Nvidia in the group.

The Stock Market Is Giving Investors a Second Chance to Buy This Incredible AI Chip Stock

Qualcomm is presented as an attractive buying opportunity following a semiconductor sector sell-off in July 2026. The company is positioned to benefit from AI adoption in mobile devices through its Snapdragon chips and has ambitious plans to generate $15 billion in data center revenue by 2029, with deals already in place with hyperscalers and Meta. Despite near-term headwinds from rising memory prices and Apple dropping its baseband chips, the stock trades at a reasonable 15.3x forward earnings multiple.

Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks?

Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.

Rosenblatt Maintains Buy on Meta Platforms, Raises Price Target to $886

Rosenblatt analyst Barton Crockett maintains Meta Platforms (NASDAQ:META) with a Buy and raises the price target from $883 to $886.

PINS' Growing ARPU Signals Stronger Monetization: Will the Trend Last?

Pinterest reported 7% year-over-year global ARPU growth to $1.86 in Q2, driven by AI-powered features and Performance+ campaigns. However, the company faces intensifying competition from Snap (13% ARPU growth) and Reddit (36% ARPU growth), which posted stronger gains. Pinterest trades at a favorable valuation with improving earnings estimates but carries a Hold rating.

Live On CNBC, California Attorney General Rob Bonta Says "We're Suing TikTok Now"; Says We Have Communications With Snap About These Issues As Well, And We Are Very Interested In YouTube