Veytics Intelligence
2026-11-09 · Yahoo

JPMorgan drops Alphabet from focus list, adds Meta on AI advertising gains

La traducción aún no está lista. Se muestra el artículo original.

Investing.com -- JPMorgan has removed Alphabet from its Analyst Focus List and added Meta Platforms, betting that AI-driven advertising gains and emerging monetization opportunities make Meta the more attractive internet stock. Still guessing which stocks will beat the market? Our AI portfolio updates monthly and is outperforming the S&P 500 by 118%. See this month's list » Analyst Doug Anmuth said the bank remains Overweight on Alphabet but sees stronger near-term earnings momentum at Meta following third-quarter results. Amazon and Meta are now JPMorgan's preferred picks across its internet coverage. "Coming out of 3Q earnings, Meta's relative advertising strength is more evident than ever," Anmuth wrote in a November 9 note.

Leer el informe completo de Veytics

Mostramos la idea principal publicamente. Crea una cuenta gratis para seguir leyendo el articulo completo, guardarlo, comentarlo y conectarlo con contexto de mercados y OSINT.