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

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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.