Need to see continued ad engagement from Meta, says NewEdge Wealth's Sechan

Group 1: Meta's Performance and Challenges - Meta is expected to show impressive advertising results, but there is a strong need for clarity on its AI strategy from Mark Zuckerberg [1][2] - The company is facing long-term challenges as users may prefer interacting with chatbots over human connections on social media, posing an existential threat [2] - Daily active users are projected to increase by 6%, which is significant given Meta's 3.5 billion active users, indicating a large market penetration [3][4] Group 2: Google’s Growth and Market Position - Google is expected to see search revenues rise by 11% year-on-year, indicating resilience against competition from AI models like ChatGPT [6] - Cloud revenue is anticipated to grow by 30% year-on-year, suggesting that Google is gaining momentum in the cloud market [6][7] - The performance of major tech companies, including Google, is crucial for overall market trends, as their growth is essential for a bull market [8][9]