COLUMBUS, Ohio--(BUSINESS WIRE)---- $AAPL #3dbrowser--Six months after unveiling the world's first metaverse browser at AWE 2025, RP1 is officially opening access on December 8, 2025 for developers everywhere to plug into the open spatial internet. RP1 will release the first public suite of tools and documentation, allowing anyone to build and self-host real-time 3D experiences using their own servers while owning their data and controlling their monetization. This puts the power directly in the hands of cr ...

Core Insights - Alan Dye, the design executive who led Apple's user interface team for the last decade, is leaving Apple to join Meta, marking a significant hire for Meta as it focuses on consumer devices like smart glasses and virtual reality headsets [1] - Dye will report directly to Meta's Chief Technology Officer Andrew Bosworth and will work on enhancing AI features in these devices [1] Group 1: Leadership Changes - At Apple, Dye will be replaced by Steve Lemay, who has been instrumental in the design of every major Apple interface since 1999, as stated by Apple CEO Tim Cook [2] Group 2: Meta's Recruitment Strategy - Meta is actively recruiting from competitors to strengthen its position in the AI sector, having previously hired researchers from OpenAI [3] - Following Dye's departure announcement, Zuckerberg revealed a new creative studio within Reality Labs that will be led by Dye, alongside other former Apple designers [3] Group 3: Vision for Future Products - Zuckerberg articulated that the new studio aims to integrate design, fashion, and technology to shape the next generation of Meta's products and experiences [4] - The studio's mission is to treat intelligence as a new design material, focusing on human-centered design and innovative possibilities [4]

Core Insights - Quantum computing has emerged as the hottest stock market trend in 2025, surpassing artificial intelligence as the primary catalyst on Wall Street [1] - Quantum computing pure-play stocks have seen significant price increases, with some rising by up to 965% over the past year [2] - The technology is expected to create substantial economic value, with estimates ranging from $450 billion to $850 billion by 2040 [7] Industry Overview - Quantum computing utilizes specialized computers based on quantum mechanics to solve complex problems that classical computers cannot address, potentially revolutionizing various industries [3][6] - Applications include drug development and accelerating AI learning processes, which are driving investor excitement [6] Market Dynamics - Institutional investors, including JPMorgan Chase, are recognizing the potential of quantum computing, with the bank identifying it as a key area in its $1.5 trillion Security and Resiliency Initiative [9][10] - Collaborations with major tech companies like Amazon and Microsoft are providing quantum computing firms access to significant customer bases [10] Historical Context - Historical trends indicate that new technologies often face significant adoption delays, with investors typically overestimating the speed of market acceptance [11][12] - Previous tech trends, such as the internet and blockchain, have experienced bubble-bursting events, suggesting that quantum computing may follow a similar trajectory [13][14] Valuation Concerns - Current price-to-sales (P/S) ratios for quantum computing stocks are significantly above historical bubble thresholds, indicating potential overvaluation [17] - Historical data shows that leading companies in tech trends can lose 80% or more of their value during market corrections [18][20]

Core Insights - Nvidia has invested $2 billion in Synopsys as part of a strategic partnership aimed at enhancing AI capabilities and developing cloud-ready solutions [1][2] - Synopsys stock experienced a 3.7% increase following the announcement of this partnership [1] - The collaboration will focus on product development, marketing, and improving agentic AI, as well as advancing the Omniverse concept [2] Company Overview - Synopsys has a market capitalization of $78 billion and a current stock price of $432.91 [3][4] - The stock's price-to-earnings ratio is over 41, with expected earnings growth of less than 10% annually over the next five years [5] - Synopsys has approximately $12.5 billion in net debt, and its price-to-free cash flow ratio stands at 61.5, indicating potential concerns regarding cash flow [5] Market Reaction - Following the announcement of Nvidia's investment, Synopsys stock rose by 3.56%, reflecting positive market sentiment [1][3] - Nvidia's purchase of shares was made at a slight discount of $414.79 per share, which is higher than Synopsys's trading levels for most of November [5] Investment Considerations - Despite Nvidia's investment, some analysts suggest that Synopsys stock may not be a buy due to its high valuation and weak free cash flow [5][6]

South Korea’s tech titans Naver and Kakao will “go to war” over stablecoins, with K-pop, e-commerce, and webtoons, or web-based cartoons, set to drive adoption. That’s according to South Korean tech industry experts, who say that the two firms will leverage their crypto connections to their own advantage and issue their own KRW-pegged coins. “The competition for won-denominated stablecoin supremacy between South Korea’s two biggest tech giants has officially begun,” the South Korean newspaper Seoul Kyung ...

Core Insights - The competition between Roblox Corporation (RBLX) and Unity Software Inc. (U) highlights their respective strengths in the metaverse and digital interaction space, with Roblox focusing on user-generated gaming and Unity on development tools for various immersive experiences [1][2] Summary of Roblox (RBLX) - Roblox has seen a significant increase in daily active users, reaching 151.5 million, a 70% year-over-year growth, with total engagement hours at 39.6 billion [3] - The company reported $1.92 billion in bookings, also up 70% year over year, driven by increased payer penetration and strong performance in emerging markets like India and Indonesia [4] - Developer earnings reached a record $427.9 million in Q3 2025, surpassing $1 billion in the first nine months of 2025, supported by major tech upgrades and expansion into competitive gaming genres [5] - Despite strong bookings, Roblox faces near-term margin compression due to rising costs in infrastructure and safety initiatives, which may delay profitability [6][7] Summary of Unity (U) - Unity's Q3 2025 revenues were $470.6 million, reflecting a 5% year-over-year increase, with a notable 11% sequential growth in its Grow segment driven by Vector AI adoption [8] - The company achieved $109 million in adjusted EBITDA with 23% margins, marking a significant turnaround from previous restructuring phases [8] - Unity's Vector AI platform is scalable and enhances return on ad spend (ROAS) for developers, positioning it as a long-term growth engine [9] - Unity is diversifying its offerings beyond game engine software into areas like cross-platform commerce and AR/XR technologies, with Unity 6 adoption accelerating to 9.4 million downloads, a 42% increase quarter over quarter [10][11] - However, Unity's total revenue growth remains low compared to high-growth peers, with guidance for mid-single-digit growth in the Grow segment for Q4 2025 [12] Financial Estimates - The Zacks Consensus Estimate for RBLX's 2026 sales indicates a year-over-year growth of 21.8%, but the loss per share is expected to widen to $1.94 [13] - For Unity, the fiscal 2026 sales and EPS estimates imply year-over-year growth of 12.1% and 13.4%, respectively, with earnings estimates having increased recently [14] Price Performance & Valuation - RBLX stock has gained 9.4% over the past six months, while U's shares have surged 78.7% in the same period [15] - RBLX is trading at a forward price-to-sales ratio of 7.63X, below its median of 8.69X, while U's forward sales multiple is at 8.92X, above its median of 5.59X [17] Conclusion - Unity appears better positioned than Roblox, benefiting from improved profitability and cash flow, while Roblox's heavy spending is impacting margins and delaying profitability gains [19][21]

VANCOUVER, British Columbia, Nov. 28, 2025 (GLOBE NEWSWIRE) -- BIGG Digital Assets Inc. (“BIGG'' or the “Company”) (TSXV: BIGG, OTCQX: BBKCF, WKN: A2PS9W) a leading innovator in the digital assets space and owner of Netcoins, Blockchain Intelligence Group, and TerraZero, reports its Q3 2025 financial results. All figures are in Canadian dollars (CAD) unless otherwise noted. Q3 2025 Highlights: Financial Performance Gross operating revenue of $3.29M, consisting of: $2.73M from Netcoins$0.56M from Blockchain ...

Meta Platforms Inc. (NASDAQ:META) is one of the AI stocks analysts are betting on. On November 24, BNP Paribas Exane initiated coverage of Meta Platforms Inc. (NASDAQ:META) with an Outperform rating and a $800 price target. Analysts Split on Meta (META) as Rising AI Costs Clash With Strong Growth Outlook Photo by Shutter Speed on Unsplash Cantor Fitzgerald trimmed its price target on Meta Platforms Inc. to $720 from $830 on November 19, though it kept an Overweight rating. The firm pointed to Meta’s pla ...

The market has been rotating for weeks as former high-flying AI stocks have underperformed out-of-favor baskets. As a result, many of the biggest stocks in the S&P 500 have fallen sharply, including Mark Zuckerberg's Meta Platforms. Meta Platforms — one of the magnificent seven stocks — is best known by the names of its social media platforms, Facebook and Instagram. It's also the parent company of the popular WhatsApp and the less-popular, yet always intriguing, Reality Labs, which sells consumer electro ...

Core Insights - Meta Platforms, Inc. is recognized as a significant AI stock on Wall Street, with Cantor Fitzgerald lowering its price target to $720 from $830 while maintaining an "Overweight" rating, reflecting a positive outlook but caution regarding near-term cost pressures [1][5] Financial Projections - Meta has guided for a substantial increase in operating expenses for FY26E, driven by factors such as depreciation, infrastructure costs, and investments in AI talent, with total operating expenses projected to reach $152 billion, representing a 30% year-over-year increase [2][5] - The firm anticipates an estimated $4 billion in incremental costs for FY26E, which translates to a 3 percentage point increase in year-over-year growth [4] Cloud Computing Commitments - Recent agreements with four cloud vendors (Google, Oracle, CRVW, and NBIS) are expected to elevate Meta's cloud computing expenses to over $40 billion, indicating a significant rise in future financial commitments that may pose challenges in 2026 [3][5] Investment Strategy - While Meta is seen as a potential investment opportunity, there are suggestions that other AI stocks may present greater upside potential with lower downside risk, indicating a competitive landscape in the AI sector [6]