-- 瑞銀證券週四在一份報告中表示，Meta Platforms (META) 第二季度業績可能超出預期，因為該公司在其平台上投放了更多廣告，並推出了一系列改進的推薦和廣告工具。 儘管Meta的同業巨頭股價近期受益於多項交易和產品發布，但瑞銀指出，Meta的獨特之處在於，其模型僅充分反映了營運和資本支出假設，而潛在的營收成長並未完全體現。 瑞銀將Meta 2026年的每股盈餘預期從30.35美元上調至32.67美元。 FactSet調查的分析師預期為31.43美元。 瑞銀也將Meta 2026年的營收預期從2,516億美元上調至2,523億美元。分析師的預期為2513億美元。 瑞銀將Meta的目標股價從908美元下調至865美元，但維持「買入」評級。
Price: $608.64, Change: $-60.48, Percent Change: -9.04%
Financial stocks were higher late Thursday afternoon, with the NYSE Financial Index rising 1.3% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.5%.The Philadelphia Housing Index climbed 1.6%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) added 1.5%.Bitcoin (BTC-USD) rose 0.9% to $76,409, and the yield for 10-year US Treasuries decreased 2.8 basis points to 4.39%.In corporate news, AvalonBay Communities (AVB) and Equity Residential (EQR) have held discussions over a potential merger, which would be one of the biggest real estate deals ever, Bloomberg reported. AvalonBay shares were down 1.1%, and Equity Residential was fractionally lower.
Meta Platforms (META) CEO Mark Zuckerberg and Apple (AAPL) CEO Tim Cook are not pursuing a bid for the National Football League's Seattle Seahawks, Bloomberg reported on Thursday, citing company and industry sources.A Meta spokesperson said Zuckerberg is not making any investment or bid for the team, while a person familiar with Cook's plans denied his involvement, the report said.Meta and Apple did not immediately respond to requests for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $616.43, Change: $-52.69, Percent Change: -7.87%
Axsome Therapeutics (AXSM) said Thursday the US Food and Drug Administration approved Auvelity for the treatment of agitation associated with Alzheimer's disease dementia.The approval was supported by two phase 3 clinical trials that showed the drug significantly improved agitation symptoms and resulted in a longer time to relapse compared with placebo.The medication acts on N-methyl-D-aspartate and sigma-1 receptors in the brain and is also approved for adults with major depressive disorder, the company added.Shares of Axsome were up more than 12% in Thursday trading.Price: $206.45, Change: $+22.50, Percent Change: +12.23%