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TiffLim
08-26
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Meta's "Gravity-Defying" Growth Means It's Getting Closer To This Intriguing Milestone
TiffLim
2023-04-18
0.1 shares to go, keep going💪🏼💪🏼
TiffLim
2023-04-16
0.1 shares to go 🙏🙏 thank you
TiffLim
2023-04-15
More rewards 🙏 thank you
TiffLim
2023-04-14
Thank you for the game
TiffLim
2023-04-08
Have fun 😉 hope more to come!
TiffLim
2023-01-07
Thanks for sharing
@Aqa:🇺🇸 U.S. stocks 6️⃣-1️⃣-2️⃣0️⃣2️⃣3️⃣ Rallies on Jobs Report, the next market cycle in-making.
TiffLim
2023-01-07
[Smile]
@DonFronShow: Stock Market Range Bound - FOR NOW!
TiffLim
2023-01-07
[Smile]
@Aqa:🇺🇸 U.S. stocks 6️⃣-1️⃣-2️⃣0️⃣2️⃣3️⃣ Rallies on Jobs Report, the next market cycle in-making.
TiffLim
2023-01-04
Great one
Go to Tiger App to see more news
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[{"img":"https://community-static.tradeup.com/news/09f146e84c41d2ff9c743c1abb553975"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/471821567402720","repostId":"2562730455","repostType":2,"repost":{"id":"2562730455","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1756221051,"share":"https://ttm.financial/m/news/2562730455?lang=en_US&edition=fundamental","pubTime":"2025-08-26 23:10","market":"fut","language":"en","title":"Meta's \"Gravity-Defying\" Growth Means It's Getting Closer To This Intriguing Milestone","url":"https://stock-news.laohu8.com/highlight/detail?id=2562730455","media":"Dow Jones","summary":"The company has successfully utilized artificial intelligence to grow its ad business and take share from Google Ads. Meta's advertising business grew 21% year-over-year last quarter.According to Bernstein analyst Mark Shmulik, Meta is on track to catch up to Google Search in ad revenues by the end of 2026, thanks to its \"gravity-defying ad-revenue performance.\". He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a \"two-legged improvement across both engagement and ad performance.\". Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter's earnings call,","content":"<html><head></head><body><p>A shake-up is coming to the digital-advertising industry, as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. is posing a serious challenge to Alphabet Inc.'s Google Search.</p><p>According to Bernstein analyst Mark Shmulik, Meta (META) is on track to catch up to Google Search <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> in ad revenues by the end of 2026, thanks to its "gravity-defying ad-revenue performance."</p><p>Meta's second-quarter 2025 earnings blew investors out of the water, as the company posted above-consensus revenues and earnings per share, and gave upbeat third-quarter guidance. Ad revenue accounted for $46.6 billion of the total $47.5 billion of revenues during the quarter and grew 21% year-over-year.</p><p>For context, Google Search generated $54.2 billion in the same period, and is expected to do $65.4 billion in the December 2026 quarter, according to FactSet data. The consensus view projects Meta's advertising business will be in a similar vicinity by the December quarter of 2026, "while we imagine Meta bulls have even more bullish expectations," Shmulik wrote.</p><p>He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a "two-legged improvement across both engagement and ad performance."</p><p>This puts Google in defense mode. While Google Ads dominates 45% of the existing digital ad spend, it's only taking 30 cents of every incremental ad dollar, according to Bernstein. If this trend persists, Meta has a straightforward path to becoming the dominant player in the digital ad industry. Google also has additional risk from ChatGPT and other AI search tools, which help users get answers but hurt search engines that rely on those users clicking on their ads.</p><p>Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter's earnings call, the company revealed that the average price per ad increased by 9%.</p><p>Time spent across Meta's apps is also increasing due to AI-powered content recommendation systems, further feeding into its ad ecosystem. In the second quarter, time spent on Facebook and Instagram increased by 5% and 6%, respectively.</p><p>Thanks to Meta's outperformance, the internet and digital ad space are receiving renewed interest from investors, according to Shmulik. Meta has shown that AI can be used to boost revenues through recommendation algorithms that increase engagement and more effective targeted ads. Additionally, AI is also reducing labor costs and helping Meta expand into creative ad design.</p><p>Shmulik sees Meta "leading the charge that 'social' platforms could all be AI winners."</p><p>However, right now "Meta is really the only publicly traded consumer AI play that's delivering real results," he added.</p><p>Shmulik has an outperform rating and $900 price target on Meta's stock, as well as a market-perform rating and $210 target on Alphabet's.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta's \"Gravity-Defying\" Growth Means It's Getting Closer To This Intriguing Milestone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta's \"Gravity-Defying\" Growth Means It's Getting Closer To This Intriguing Milestone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-26 23:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A shake-up is coming to the digital-advertising industry, as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. is posing a serious challenge to Alphabet Inc.'s Google Search.</p><p>According to Bernstein analyst Mark Shmulik, Meta (META) is on track to catch up to Google Search <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> in ad revenues by the end of 2026, thanks to its "gravity-defying ad-revenue performance."</p><p>Meta's second-quarter 2025 earnings blew investors out of the water, as the company posted above-consensus revenues and earnings per share, and gave upbeat third-quarter guidance. Ad revenue accounted for $46.6 billion of the total $47.5 billion of revenues during the quarter and grew 21% year-over-year.</p><p>For context, Google Search generated $54.2 billion in the same period, and is expected to do $65.4 billion in the December 2026 quarter, according to FactSet data. The consensus view projects Meta's advertising business will be in a similar vicinity by the December quarter of 2026, "while we imagine Meta bulls have even more bullish expectations," Shmulik wrote.</p><p>He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a "two-legged improvement across both engagement and ad performance."</p><p>This puts Google in defense mode. While Google Ads dominates 45% of the existing digital ad spend, it's only taking 30 cents of every incremental ad dollar, according to Bernstein. If this trend persists, Meta has a straightforward path to becoming the dominant player in the digital ad industry. Google also has additional risk from ChatGPT and other AI search tools, which help users get answers but hurt search engines that rely on those users clicking on their ads.</p><p>Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter's earnings call, the company revealed that the average price per ad increased by 9%.</p><p>Time spent across Meta's apps is also increasing due to AI-powered content recommendation systems, further feeding into its ad ecosystem. In the second quarter, time spent on Facebook and Instagram increased by 5% and 6%, respectively.</p><p>Thanks to Meta's outperformance, the internet and digital ad space are receiving renewed interest from investors, according to Shmulik. Meta has shown that AI can be used to boost revenues through recommendation algorithms that increase engagement and more effective targeted ads. Additionally, AI is also reducing labor costs and helping Meta expand into creative ad design.</p><p>Shmulik sees Meta "leading the charge that 'social' platforms could all be AI winners."</p><p>However, right now "Meta is really the only publicly traded consumer AI play that's delivering real results," he added.</p><p>Shmulik has an outperform rating and $900 price target on Meta's stock, as well as a market-perform rating and $210 target on Alphabet's.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","BK4534":"瑞士信贷持仓","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4566":"资本集团","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4612":"AI芯片","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4550":"红杉资本持仓","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4507":"流媒体概念","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","META":"Meta Platforms, Inc.","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4598":"佩洛西持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562730455","content_text":"A shake-up is coming to the digital-advertising industry, as Meta Platforms Inc. is posing a serious challenge to Alphabet Inc.'s Google Search.According to Bernstein analyst Mark Shmulik, Meta (META) is on track to catch up to Google Search $(GOOGL)$ $(GOOG)$ in ad revenues by the end of 2026, thanks to its \"gravity-defying ad-revenue performance.\"Meta's second-quarter 2025 earnings blew investors out of the water, as the company posted above-consensus revenues and earnings per share, and gave upbeat third-quarter guidance. Ad revenue accounted for $46.6 billion of the total $47.5 billion of revenues during the quarter and grew 21% year-over-year.For context, Google Search generated $54.2 billion in the same period, and is expected to do $65.4 billion in the December 2026 quarter, according to FactSet data. The consensus view projects Meta's advertising business will be in a similar vicinity by the December quarter of 2026, \"while we imagine Meta bulls have even more bullish expectations,\" Shmulik wrote.He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a \"two-legged improvement across both engagement and ad performance.\"This puts Google in defense mode. While Google Ads dominates 45% of the existing digital ad spend, it's only taking 30 cents of every incremental ad dollar, according to Bernstein. If this trend persists, Meta has a straightforward path to becoming the dominant player in the digital ad industry. Google also has additional risk from ChatGPT and other AI search tools, which help users get answers but hurt search engines that rely on those users clicking on their ads.Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter's earnings call, the company revealed that the average price per ad increased by 9%.Time spent across Meta's apps is also increasing due to AI-powered content recommendation systems, further feeding into its ad ecosystem. In the second quarter, time spent on Facebook and Instagram increased by 5% and 6%, respectively.Thanks to Meta's outperformance, the internet and digital ad space are receiving renewed interest from investors, according to Shmulik. Meta has shown that AI can be used to boost revenues through recommendation algorithms that increase engagement and more effective targeted ads. Additionally, AI is also reducing labor costs and helping Meta expand into creative ad design.Shmulik sees Meta \"leading the charge that 'social' platforms could all be AI winners.\"However, right now \"Meta is really the only publicly traded consumer AI play that's delivering real results,\" he added.Shmulik has an outperform rating and $900 price target on Meta's stock, as well as a market-perform rating and $210 target on Alphabet's.","news_type":1,"symbols_score_info":{"META":1}},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9944867606,"gmtCreate":1681789491406,"gmtModify":1681789495846,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"0.1 shares to go, keep going💪🏼💪🏼","listText":"0.1 shares to go, keep going💪🏼💪🏼","text":"0.1 shares to go, keep going💪🏼💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944867606","isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945789904,"gmtCreate":1681588308709,"gmtModify":1681588312327,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"0.1 shares to go 🙏🙏 thank you ","listText":"0.1 shares to go 🙏🙏 thank you ","text":"0.1 shares to go 🙏🙏 thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945789904","isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945533026,"gmtCreate":1681511581666,"gmtModify":1681511584882,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"More rewards 🙏 thank you ","listText":"More rewards 🙏 thank you ","text":"More rewards 🙏 thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945533026","isVote":1,"tweetType":1,"viewCount":2794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945173735,"gmtCreate":1681408639727,"gmtModify":1681408643479,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"Thank you for the game","listText":"Thank you for the game","text":"Thank you for the game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945173735","isVote":1,"tweetType":1,"viewCount":2799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946125138,"gmtCreate":1680890808924,"gmtModify":1680890814021,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"Have fun 😉 hope more to come! ","listText":"Have fun 😉 hope more to come! ","text":"Have fun 😉 hope more to come!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946125138","isVote":1,"tweetType":1,"viewCount":3422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959546229,"gmtCreate":1673029142261,"gmtModify":1676538772405,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"Thanks for sharing ","listText":"Thanks for sharing ","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959546229","repostId":"9959543409","repostType":1,"repost":{"id":9959543409,"gmtCreate":1673028023502,"gmtModify":1676538772301,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"title":"🇺🇸 U.S. stocks 6️⃣-1️⃣-2️⃣0️⃣2️⃣3️⃣ Rallies on Jobs Report, the next market cycle in-making.","htmlText":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The <a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","listText":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The <a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","text":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The $DJIA(.DJI)$ Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","images":[{"img":"https://community-static.tradeup.com/news/bc08ec2303a25bedc70831811f05a452","width":"1284","height":"2778"},{"img":"https://community-static.tradeup.com/news/a79d05e5a71bd53cc10a7dff5757fee3","width":"1284","height":"2778"},{"img":"https://community-static.tradeup.com/news/03ad73873453d261dbed6370d67281f1","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959543409","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959546179,"gmtCreate":1673029076991,"gmtModify":1676538772397,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959546179","repostId":"9959551851","repostType":1,"repost":{"id":9959551851,"gmtCreate":1673025061173,"gmtModify":1676538772047,"author":{"id":"10000000000010736","authorId":"10000000000010736","name":"DonFronShow","avatar":"https://community-static.tradeup.com/news/6382b96a3d01b435d9b9ae2232fc67d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010736","idStr":"10000000000010736"},"themes":[],"htmlText":"\n \n \n Stock Market Range Bound - FOR NOW!\n \n","listText":"Stock Market Range Bound - FOR NOW!","text":"Stock Market Range Bound - FOR NOW!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959551851","isVote":1,"tweetType":2,"object":{"id":"814316c5b00e44058350888ca1c4eb34","tweetId":"9959551851","title":"Stock Market Range Bound - FOR NOW!","videoUrl":"http://v.tigerbbs.com/16730250527488e95e5c2204880c26329a9a3e0943dbc.mp4","poster":"https://static.tigerbbs.com/4da997d4d71b13c2ff3f416016a729a8","shareLink":"http://v.tigerbbs.com/16730250527488e95e5c2204880c26329a9a3e0943dbc.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959546935,"gmtCreate":1673029039228,"gmtModify":1676538772389,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959546935","repostId":"9959543409","repostType":1,"repost":{"id":9959543409,"gmtCreate":1673028023502,"gmtModify":1676538772301,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"title":"🇺🇸 U.S. stocks 6️⃣-1️⃣-2️⃣0️⃣2️⃣3️⃣ Rallies on Jobs Report, the next market cycle in-making.","htmlText":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The <a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","listText":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The <a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","text":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The $DJIA(.DJI)$ Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","images":[{"img":"https://community-static.tradeup.com/news/bc08ec2303a25bedc70831811f05a452","width":"1284","height":"2778"},{"img":"https://community-static.tradeup.com/news/a79d05e5a71bd53cc10a7dff5757fee3","width":"1284","height":"2778"},{"img":"https://community-static.tradeup.com/news/03ad73873453d261dbed6370d67281f1","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959543409","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950431734,"gmtCreate":1672802729429,"gmtModify":1676538739772,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"Great one","listText":"Great one","text":"Great one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950431734","isVote":1,"tweetType":1,"viewCount":2932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":471821567402720,"gmtCreate":1756222474857,"gmtModify":1756222479148,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[{"img":"https://community-static.tradeup.com/news/09f146e84c41d2ff9c743c1abb553975"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/471821567402720","repostId":"2562730455","repostType":2,"repost":{"id":"2562730455","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1756221051,"share":"https://ttm.financial/m/news/2562730455?lang=en_US&edition=fundamental","pubTime":"2025-08-26 23:10","market":"fut","language":"en","title":"Meta's \"Gravity-Defying\" Growth Means It's Getting Closer To This Intriguing Milestone","url":"https://stock-news.laohu8.com/highlight/detail?id=2562730455","media":"Dow Jones","summary":"The company has successfully utilized artificial intelligence to grow its ad business and take share from Google Ads. Meta's advertising business grew 21% year-over-year last quarter.According to Bernstein analyst Mark Shmulik, Meta is on track to catch up to Google Search in ad revenues by the end of 2026, thanks to its \"gravity-defying ad-revenue performance.\". He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a \"two-legged improvement across both engagement and ad performance.\". Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter's earnings call,","content":"<html><head></head><body><p>A shake-up is coming to the digital-advertising industry, as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. is posing a serious challenge to Alphabet Inc.'s Google Search.</p><p>According to Bernstein analyst Mark Shmulik, Meta (META) is on track to catch up to Google Search <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> in ad revenues by the end of 2026, thanks to its "gravity-defying ad-revenue performance."</p><p>Meta's second-quarter 2025 earnings blew investors out of the water, as the company posted above-consensus revenues and earnings per share, and gave upbeat third-quarter guidance. Ad revenue accounted for $46.6 billion of the total $47.5 billion of revenues during the quarter and grew 21% year-over-year.</p><p>For context, Google Search generated $54.2 billion in the same period, and is expected to do $65.4 billion in the December 2026 quarter, according to FactSet data. The consensus view projects Meta's advertising business will be in a similar vicinity by the December quarter of 2026, "while we imagine Meta bulls have even more bullish expectations," Shmulik wrote.</p><p>He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a "two-legged improvement across both engagement and ad performance."</p><p>This puts Google in defense mode. While Google Ads dominates 45% of the existing digital ad spend, it's only taking 30 cents of every incremental ad dollar, according to Bernstein. If this trend persists, Meta has a straightforward path to becoming the dominant player in the digital ad industry. Google also has additional risk from ChatGPT and other AI search tools, which help users get answers but hurt search engines that rely on those users clicking on their ads.</p><p>Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter's earnings call, the company revealed that the average price per ad increased by 9%.</p><p>Time spent across Meta's apps is also increasing due to AI-powered content recommendation systems, further feeding into its ad ecosystem. In the second quarter, time spent on Facebook and Instagram increased by 5% and 6%, respectively.</p><p>Thanks to Meta's outperformance, the internet and digital ad space are receiving renewed interest from investors, according to Shmulik. Meta has shown that AI can be used to boost revenues through recommendation algorithms that increase engagement and more effective targeted ads. Additionally, AI is also reducing labor costs and helping Meta expand into creative ad design.</p><p>Shmulik sees Meta "leading the charge that 'social' platforms could all be AI winners."</p><p>However, right now "Meta is really the only publicly traded consumer AI play that's delivering real results," he added.</p><p>Shmulik has an outperform rating and $900 price target on Meta's stock, as well as a market-perform rating and $210 target on Alphabet's.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meta's \"Gravity-Defying\" Growth Means It's Getting Closer To This Intriguing Milestone</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeta's \"Gravity-Defying\" Growth Means It's Getting Closer To This Intriguing Milestone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-26 23:10</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>A shake-up is coming to the digital-advertising industry, as <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc. is posing a serious challenge to Alphabet Inc.'s Google Search.</p><p>According to Bernstein analyst Mark Shmulik, Meta (META) is on track to catch up to Google Search <a href=\"https://laohu8.com/S/GOOGL\">$(GOOGL)$</a> <a href=\"https://laohu8.com/S/GOOG\">$(GOOG)$</a> in ad revenues by the end of 2026, thanks to its "gravity-defying ad-revenue performance."</p><p>Meta's second-quarter 2025 earnings blew investors out of the water, as the company posted above-consensus revenues and earnings per share, and gave upbeat third-quarter guidance. Ad revenue accounted for $46.6 billion of the total $47.5 billion of revenues during the quarter and grew 21% year-over-year.</p><p>For context, Google Search generated $54.2 billion in the same period, and is expected to do $65.4 billion in the December 2026 quarter, according to FactSet data. The consensus view projects Meta's advertising business will be in a similar vicinity by the December quarter of 2026, "while we imagine Meta bulls have even more bullish expectations," Shmulik wrote.</p><p>He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a "two-legged improvement across both engagement and ad performance."</p><p>This puts Google in defense mode. While Google Ads dominates 45% of the existing digital ad spend, it's only taking 30 cents of every incremental ad dollar, according to Bernstein. If this trend persists, Meta has a straightforward path to becoming the dominant player in the digital ad industry. Google also has additional risk from ChatGPT and other AI search tools, which help users get answers but hurt search engines that rely on those users clicking on their ads.</p><p>Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter's earnings call, the company revealed that the average price per ad increased by 9%.</p><p>Time spent across Meta's apps is also increasing due to AI-powered content recommendation systems, further feeding into its ad ecosystem. In the second quarter, time spent on Facebook and Instagram increased by 5% and 6%, respectively.</p><p>Thanks to Meta's outperformance, the internet and digital ad space are receiving renewed interest from investors, according to Shmulik. Meta has shown that AI can be used to boost revenues through recommendation algorithms that increase engagement and more effective targeted ads. Additionally, AI is also reducing labor costs and helping Meta expand into creative ad design.</p><p>Shmulik sees Meta "leading the charge that 'social' platforms could all be AI winners."</p><p>However, right now "Meta is really the only publicly traded consumer AI play that's delivering real results," he added.</p><p>Shmulik has an outperform rating and $900 price target on Meta's stock, as well as a market-perform rating and $210 target on Alphabet's.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","BK4534":"瑞士信贷持仓","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4566":"资本集团","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4612":"AI芯片","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","BK4550":"红杉资本持仓","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","BK4507":"流媒体概念","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","META":"Meta Platforms, Inc.","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4598":"佩洛西持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","BK4573":"虚拟现实","BK4561":"索罗斯持仓","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562730455","content_text":"A shake-up is coming to the digital-advertising industry, as Meta Platforms Inc. is posing a serious challenge to Alphabet Inc.'s Google Search.According to Bernstein analyst Mark Shmulik, Meta (META) is on track to catch up to Google Search $(GOOGL)$ $(GOOG)$ in ad revenues by the end of 2026, thanks to its \"gravity-defying ad-revenue performance.\"Meta's second-quarter 2025 earnings blew investors out of the water, as the company posted above-consensus revenues and earnings per share, and gave upbeat third-quarter guidance. Ad revenue accounted for $46.6 billion of the total $47.5 billion of revenues during the quarter and grew 21% year-over-year.For context, Google Search generated $54.2 billion in the same period, and is expected to do $65.4 billion in the December 2026 quarter, according to FactSet data. The consensus view projects Meta's advertising business will be in a similar vicinity by the December quarter of 2026, \"while we imagine Meta bulls have even more bullish expectations,\" Shmulik wrote.He added that in the latest quarter, Meta captured roughly 45 cents of each incremental digital ad dollar, growing its market share in the ad industry to 37% from 35% a year prior, due to a \"two-legged improvement across both engagement and ad performance.\"This puts Google in defense mode. While Google Ads dominates 45% of the existing digital ad spend, it's only taking 30 cents of every incremental ad dollar, according to Bernstein. If this trend persists, Meta has a straightforward path to becoming the dominant player in the digital ad industry. Google also has additional risk from ChatGPT and other AI search tools, which help users get answers but hurt search engines that rely on those users clicking on their ads.Meta's strong performance is a testament to the success of its artificial-intelligence initiatives, which are driving increased consumer engagement and more lucrative ad pricing. Its Advantage+ product, which provides AI-powered ad solutions such as content generation and campaign optimization, showed strong momentum in the last quarter. On last quarter's earnings call, the company revealed that the average price per ad increased by 9%.Time spent across Meta's apps is also increasing due to AI-powered content recommendation systems, further feeding into its ad ecosystem. In the second quarter, time spent on Facebook and Instagram increased by 5% and 6%, respectively.Thanks to Meta's outperformance, the internet and digital ad space are receiving renewed interest from investors, according to Shmulik. Meta has shown that AI can be used to boost revenues through recommendation algorithms that increase engagement and more effective targeted ads. Additionally, AI is also reducing labor costs and helping Meta expand into creative ad design.Shmulik sees Meta \"leading the charge that 'social' platforms could all be AI winners.\"However, right now \"Meta is really the only publicly traded consumer AI play that's delivering real results,\" he added.Shmulik has an outperform rating and $900 price target on Meta's stock, as well as a market-perform rating and $210 target on Alphabet's.","news_type":1,"symbols_score_info":{"META":1}},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9945789904,"gmtCreate":1681588308709,"gmtModify":1681588312327,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"0.1 shares to go 🙏🙏 thank you ","listText":"0.1 shares to go 🙏🙏 thank you ","text":"0.1 shares to go 🙏🙏 thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945789904","isVote":1,"tweetType":1,"viewCount":3252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944867606,"gmtCreate":1681789491406,"gmtModify":1681789495846,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"0.1 shares to go, keep going💪🏼💪🏼","listText":"0.1 shares to go, keep going💪🏼💪🏼","text":"0.1 shares to go, keep going💪🏼💪🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944867606","isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945533026,"gmtCreate":1681511581666,"gmtModify":1681511584882,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"More rewards 🙏 thank you ","listText":"More rewards 🙏 thank you ","text":"More rewards 🙏 thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945533026","isVote":1,"tweetType":1,"viewCount":2794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9945173735,"gmtCreate":1681408639727,"gmtModify":1681408643479,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"Thank you for the game","listText":"Thank you for the game","text":"Thank you for the game","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9945173735","isVote":1,"tweetType":1,"viewCount":2799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946125138,"gmtCreate":1680890808924,"gmtModify":1680890814021,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"Have fun 😉 hope more to come! ","listText":"Have fun 😉 hope more to come! ","text":"Have fun 😉 hope more to come!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946125138","isVote":1,"tweetType":1,"viewCount":3422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959546229,"gmtCreate":1673029142261,"gmtModify":1676538772405,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"Thanks for sharing ","listText":"Thanks for sharing ","text":"Thanks for sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959546229","repostId":"9959543409","repostType":1,"repost":{"id":9959543409,"gmtCreate":1673028023502,"gmtModify":1676538772301,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"title":"🇺🇸 U.S. stocks 6️⃣-1️⃣-2️⃣0️⃣2️⃣3️⃣ Rallies on Jobs Report, the next market cycle in-making.","htmlText":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The <a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","listText":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The <a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","text":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The $DJIA(.DJI)$ Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","images":[{"img":"https://community-static.tradeup.com/news/bc08ec2303a25bedc70831811f05a452","width":"1284","height":"2778"},{"img":"https://community-static.tradeup.com/news/a79d05e5a71bd53cc10a7dff5757fee3","width":"1284","height":"2778"},{"img":"https://community-static.tradeup.com/news/03ad73873453d261dbed6370d67281f1","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959543409","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959546179,"gmtCreate":1673029076991,"gmtModify":1676538772397,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959546179","repostId":"9959551851","repostType":1,"repost":{"id":9959551851,"gmtCreate":1673025061173,"gmtModify":1676538772047,"author":{"id":"10000000000010736","authorId":"10000000000010736","name":"DonFronShow","avatar":"https://community-static.tradeup.com/news/6382b96a3d01b435d9b9ae2232fc67d4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010736","idStr":"10000000000010736"},"themes":[],"htmlText":"\n \n \n Stock Market Range Bound - FOR NOW!\n \n","listText":"Stock Market Range Bound - FOR NOW!","text":"Stock Market Range Bound - FOR NOW!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959551851","isVote":1,"tweetType":2,"object":{"id":"814316c5b00e44058350888ca1c4eb34","tweetId":"9959551851","title":"Stock Market Range Bound - FOR NOW!","videoUrl":"http://v.tigerbbs.com/16730250527488e95e5c2204880c26329a9a3e0943dbc.mp4","poster":"https://static.tigerbbs.com/4da997d4d71b13c2ff3f416016a729a8","shareLink":"http://v.tigerbbs.com/16730250527488e95e5c2204880c26329a9a3e0943dbc.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959546935,"gmtCreate":1673029039228,"gmtModify":1676538772389,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"[Smile] ","listText":"[Smile] ","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959546935","repostId":"9959543409","repostType":1,"repost":{"id":9959543409,"gmtCreate":1673028023502,"gmtModify":1676538772301,"author":{"id":"4091884160412060","authorId":"4091884160412060","name":"Aqa","avatar":"https://community-static.tradeup.com/news/4a899a6e247bc68815d3a2da3b82a81a","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091884160412060","idStr":"4091884160412060"},"themes":[],"title":"🇺🇸 U.S. stocks 6️⃣-1️⃣-2️⃣0️⃣2️⃣3️⃣ Rallies on Jobs Report, the next market cycle in-making.","htmlText":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The <a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","listText":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The <a href=\"https://ttm.financial/S/.DJI\">$DJIA(.DJI)$ </a><v-v data-views=\"1\"></v-v>Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","text":"The three major indexes of 🇺🇸 U.S. stock market rallied on Friday at the end of the first week of trades. The $DJIA(.DJI)$ Dow Jones Industrial Average jumped more than 500 points (or +1.6%) after the U.S. Labor Department's December jobs report. For the December jobs report, no farm payrolls grew 223,000, more than the expected 200,000 workers for the month, and less than the 263,000 new hires in November. The unemployment rate dropped to 3.5% vs. the expected 3.7% rate. The average hourly earnings rose just 0.3%, below the 0.4% estimates and down from November's 0.6% increase. November was the seventh straight month -- and ninth out of the last ten months -- that payroll growth exceede","images":[{"img":"https://community-static.tradeup.com/news/bc08ec2303a25bedc70831811f05a452","width":"1284","height":"2778"},{"img":"https://community-static.tradeup.com/news/a79d05e5a71bd53cc10a7dff5757fee3","width":"1284","height":"2778"},{"img":"https://community-static.tradeup.com/news/03ad73873453d261dbed6370d67281f1","width":"1284","height":"2778"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959543409","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950431734,"gmtCreate":1672802729429,"gmtModify":1676538739772,"author":{"id":"4097908415276770","authorId":"4097908415276770","name":"TiffLim","avatar":"https://static.tigerbbs.com/eeb880bb685f30ab749d6db71e128c4f","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4097908415276770","idStr":"4097908415276770"},"themes":[],"htmlText":"Great one","listText":"Great one","text":"Great one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950431734","isVote":1,"tweetType":1,"viewCount":2932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}