Airbnb CEO Brian Chesky Is Betting Bigger on AI After Admitting He ‘Underestimated’ Its Impact: 'Our Revenue Is Much Higher'

Live On CNBC, Josh Brown Host Segment Titled “Josh’s Best Stock Spotlight: Airbnb"

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.

QUICK SPARK: Meta Paid Nearly $17 Billion — Now It's Changing How Teens Use Instagram

Meta's nearly $17 billion settlement is grabbing headlines, but the bigger story is how it's changing Instagram for teens.

GOOGL Rides on Strong Advertising Revenues: Can It Beat RDDT and META?

Alphabet reported Q2 2026 Google ad revenues of $81.63B, up 14.4% YoY, driven by Search growth (17% to $63.27B) and YouTube ads (13% to $11.06B). Gemini AI integration is boosting advertiser performance with 500,000 adopters seeing 15% more conversions. However, Alphabet faces tougher Q3 comparisons and FX headwinds, while competitors Reddit and Meta continue gaining ground with strong ad revenue growth.