MS breaks down 4 META major engines, each capable of contributing $1–3 to '28 EPS
$Meta Platforms, Inc.(META)$ (Morgan Stanley Overweight, target price $775 (new)) Meta Platforms (META) — this forward-looking strategy research report was published on June 2, 2026. Morgan Stanley named META its Top Pick, with a target price of 775, implying roughly ~30% upside versus the current price of 600.47 📈 Closed up at 622.98 (+4.2%, previous close 597.63) The market currently assigns META roughly a 30% valuation discount relative to $Alphabet(GOOGL)$ (NTM P/E discount of about -8.7x, deviating nearly 2 standard deviations from the historical average of -0.4x). Morgan Stanley believes this discount severely underestimates the moat the company is building.
Broadcom Earnings Miss (Citi Buy 500 / Jefferies Buy 550)
$Broadcom(AVGO)$ AI order backlog $30B+, visibility extending to 2028, but gross margin pressure triggers after-hours plunge of over 13% Broadcom (AVGO) suffered a sharp setback in after-hours trading following its earnings release 📉 Closed down at 479.23 After-Hrs: $413.21 (-13.78%) Q3 guidance overall slightly beat market expectations, but the gross margin guidance came in significantly below expectations, becoming the main source of selling pressure in the market.
💰Bitcoin Rally: Will It Break $75,000 or Slide Lower?
The crypto market is regaining momentum. As of Tuesday, $Bitcoin(BTC.USD.CC)$ is trading at $74,032.86 (+1.03%), while $Grayscale Ethereum Mini Trust(ETH)$ holds at $2,307.08 (+1.46%). On Monday, $Bitcoin(BTC.USD.CC)$ roared to a six-week high, briefly surging past the $75,000 threshold to hit $75,912 before rapidly pulling back, which suggests the recent eight-day winning streak might be more vulnerable than the bulls anticipate. In this article, we’ll analyze the drivers behind this volatility, key crypto-linked equities, and whether this move is a structural breakout or a temporary fakeout. 1. 📈Speculative Squeeze or Conviction Drive? The drivers be
GME Joins MSTR in Bitcoin Purchases: Can Meme Stock Deliver More Returns?
$GameStop(GME)$ stock rose 12% after the company released its earnings report for the fourth quarter of fiscal year 2025. Despite a significant revenue drop, the company exceeded analysts' expectations for EPS and announced that the board unanimously approved an updated investment policy, incorporating Bitcoin as a treasury reserve asset.Adjusted EPS: $0.29, far exceeding the analyst consensus of $0.09, beating expectations by $0.20.Revenue: $128 million, down significantly from $179 million in the same period last year, and missed expected $150 million.Net Profit: $131.3 million, doubling from $63.1 million last year.Cash Flow: $477 million, a significant increase from $120 million a year ago, thanks to stock issuance.While GameStop's revenue sign
According to Reuters, Nvidia on Monday said Chinese AI firm DeepSeek's advances show the usefulness of its chips for the Chinese market and that more of its chips will be needed in the future to meet demand for DeepSeek's services.
On Sunday, Melania Trump announced that “The Official Melania Meme is live!” via her official X account. “You can buy $MELANIA now.” It follows Trump’s $TRUMP token.After Melania announced the launch of Melania Coin, Trump Coin has fallen from its high of 74. People are now speculating whether Trump's daughter and son will also announce their own cryptocurrencies. Would you buy them, or just watch from the sidelines?