North America Equity Research December 2025 US Internet 2026 Outlook Doug Anmuth AC (212) 622-6571 douglas.anmuth@jpmorgan.com J.P. Morgan Securities LLC Dae Lee, CFA AC (415) 315-8500 dae.k.lee@jpmorgan.com J.P. Morgan Securities LLC Bryan M. Smilek AC (212) 622-8886 bryan.smilek@jpmorgan.com J.P. Morgan Securities LLC Neeraj Kookada, CFA (212) 622-0270 neeraj.s.kookada@jpmorgan.com J.P. Morgan Securities LLC Margaret Hoffman (212) 622-1710 margaret.hoffman@jpmchase.com J.P. Morgan Securities LLC See the e ...

In this articleBRK.BBRK.A(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.)Todd Combs' surprise departure from Berkshire Hathaway got most of the attention when it was announced this week.There were also, however, several additional personnel changes in Monday's three-page news release that signal the company is moving toward a more conventional structure as Warren Buffet ...

Core Points - Australia has implemented a social media ban for users under 16, becoming the first democracy to do so, in response to concerns about the negative impacts of social media on minors [1][2] - The law mandates platforms like TikTok and Instagram to restrict access for under-16s or face significant fines, with penalties reaching A$49.5 million ($33 million) [2] - Other countries, including Indonesia, Denmark, and Brazil, are observing Australia's actions and considering similar regulations to protect young users [3][9] Industry Impact - Major social media platforms, including Snapchat, YouTube, and Reddit, are affected by the ban and have expressed intentions to comply, although some have raised concerns about the rushed nature of the legislation [3][4] - Following the ban, alternative platforms like Lemon8 and Yepo have seen a surge in popularity, indicating a shift in user behavior among young Australians [5][6] - The demand for virtual private networks (VPNs) has increased significantly, with a 103% rise in usage on the day of the ban, suggesting that some users may seek ways to bypass restrictions [7] User Reactions - Young users have expressed mixed feelings about the ban on platforms like TikTok, with some supporting the measure for its protective intentions, while others have voiced opposition [8] - The ban has prompted discussions among policymakers globally, with some countries already planning to implement similar measures to safeguard minors [9][10]

Snap likely isn't going to make a comeback anytime soon.It's been tough to hold Snap (SNAP 1.37%) stock. Shares have dropped by 30% this year and have crashed by more than 80% over the past five years. The IPO excitement of a new social network is long gone as investors come to terms with low revenue growth, high losses, and intense competition.Snap stock still isn't a current buy at current levels, and investors shouldn't waste their time looking for an attractive entry point. There are plenty of good oppo ...

We came across a bullish thesis on Snap Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on SNAP. Snap Inc.'s share was trading at $7.62 as of December 2nd. SNAP’s forward P/E was 18.28 according to Yahoo Finance. Photo by geo uc on Unsplash Snap Inc. operates as a technology company in North America, Europe, and internationally.  SNAP continues to demonstrate strong execution in both user growth and monetization, positioning itself ...

Key Takeaways MRVL, TEAM, ADBE, WDAY and SNAP have lagged in 2025 despite AI-driven market strength. Each pick shows rising earnings estimates and notable growth catalysts across AI offerings.All five stocks carry double-digit price upside potential in the short term.The artificial intelligence (AI)-driven astonishing bull run of 2023 and 2024 has continued in 2025 too. With less than four weeks to close this year, the AI-centric stocks are set to witness another fabulous year buoyed by the enormous growth ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

SANTA MONICA, Calif.--(BUSINESS WIRE)--Snap Inc. (NYSE: SNAP) announced today that Matthew McRae, Chief Executive Officer of Arlo Technologies, Inc., has been appointed to the company's board of directors, effective as of December 4, 2025. "We are excited to welcome Matt to Snap's board of directors,†said Evan Spiegel, co-founder and Chief Executive Officer of Snap Inc. "His deep experience across technology and product innovation will be an important resource as we continue to grow our busine. ...

stockcam / Getty Images We have started choosing candidates for our annual worst CEO list, and Evan Spiegel of Snap Inc. (NYSE: SNAP) is the next candidate. An all-time winner will be selected later in the year. 24/7 Wall St. Key Points Evan Spiegel of Snap Inc. (NYSE: SNAP) is a candidate for the worst CEO of 2025. Wall Street believes that Snap’s future is no better than its past. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to r ...

She has a difficult balancing act to pull off: to keep the flagship app Snapchat as true to its wild messaging roots as possible, but without losing grip on advertisers hungry to remain relevant to the elusive Gen-Z and increasingly even younger generations of users. In an interview, Kao tells Mint how the California-headquartered company is taking this forward, as it launches Snapchat's first-ever brand marketing campaign. Edited excerpts: Q. Snap now has a CMO after a couple of years. How have the fir ...