Meta Platforms gained after debuting its new AI assistant, and Morgan Stanley is bullish on the offering, seeing consumer adoption as the key metric and potential upside because the success is not fully priced in.
Signet Jewelers raised its outlook for the second time this year as shoppers continue to splurge on jewelry for occasions like weddings, and solid guidance beats should calm market fears about jewelry and diamond growth.
Abzai has potentially the most differentiated product in the space: a long-acting injection given roughly every six months to maintain hair, supported by the GLP-1 precedent that consumers are now willing to take shots.
Expedia valuation attractive versus online travel peers.
Evercore raised its Expedia price target to a Street-high $430, arguing Expedia trades at an attractive valuation on price-earnings and free cash flow relative to Airbnb and Booking, with management still highlighting strong travel demand despite the Middle East war.