Group 1 - Meta Platforms (META) stock is currently trading about 17% below its highs from August, prompting analysts at Baird to recommend buying the dip, although they noted there is "likely no rush" [5] - Baird analyst Colin Sebastian reiterated an outperform rating for Meta stock while adjusting his price target [5] - Third-quarter stock buybacks increased by 9.9% year-over-year to $249 billion, with Apple, Nvidia, Google, and Meta Platforms leading the buyback activity [6] Group 2 - There are concerns regarding the accumulation of debt among AI-related S&P 500 stocks, which could pose risks in the future [7] - Meta is facing challenges related to its data centers, which could impact its operational capabilities [8] - Analysts suggest that cuts in the Metaverse segment could lead to a "significant" rally for Meta stock [10]

Core Viewpoint - Meta Platforms, Inc. is currently viewed as a promising investment opportunity in the AI sector, with BofA Securities maintaining a "Buy" rating and a price target of $810.00, driven by key near-term catalysts despite recent market challenges [1]. Group 1: Market Performance - Meta has underperformed compared to the broader market and major peers, with a year-to-date increase of 11% in 2025, while the NASDAQ rose by 18% and Alphabet surged by 56% [3]. - Analysts have raised Meta's 2026 earnings estimates by 16% since the beginning of 2025, but the P/E multiple contracted in the second half of 2025 due to deteriorating AI sentiment and rising operating expenses [3][2]. Group 2: Investment Sentiment and Catalysts - Concerns regarding AI spending and increasing operating costs have made investors cautious about Meta's stock [2]. - The company's guidance on 2026 expenses and the anticipated launch of large language models (LLMs) in the first half of 2026 are seen as potential catalysts for positive market sentiment [3][4]. - Management's commentary on the costs associated with building LLMs versus licensing could improve investor sentiment, highlighting the long-term benefits of in-house LLM development [4]. Group 3: Strategic Focus - Meta is actively expanding its advertising capabilities and making significant investments in artificial intelligence and the metaverse, positioning itself for future growth [4].

Metaverse & Web3 Gaming - Agglayer CDK 被用于提供完全可定制的 L2 解决方案，专为 Metaverse 定制 [1] - Wilder World 正在实现其愿景，开放世界预览版已发布 [1] - Web3 游戏聚合正在发生 [1] Technology - Agglayer CDK is leveraged for a fully customizable L2 solution [1]

As filed with the U.S. Securities and Exchange Commission on December 17, 2025 Registration No. 333-290362 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 WEARABLE DEVICES LTD. (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Israel 3873 N/A (I.R.S. Employer Identification No.) ...

Core Viewpoint - Meta has paused its program to share Meta Horizon OS with third-party device makers to focus on developing first-party hardware and software for the VR market [1][2]. Group 1: Program Details - The program aimed to create a new generation of hardware for VR users to engage with Meta's digital worlds [1]. - Initially announced in April, the program included partnerships with companies like Asus, Microsoft's Xbox, and Lenovo to develop hardware compatible with Meta Horizon OS [3]. - There have been few updates on the program since its announcement, with a spokesperson indicating ongoing collaboration with business partners to expand Horizon OS into more devices [4]. Group 2: Shift in Focus - Horizon OS was designed to provide mixed reality experiences and enhance social presence through advanced tracking technologies [5]. - Recently, Meta's interest in the metaverse has waned as the company shifts focus towards AI, with reports indicating potential budget cuts of up to 30% for the metaverse group within Reality Labs [6]. - Meta confirmed plans to redirect investments from the metaverse towards AI glasses and wearables, reflecting a strategic pivot in its technology development priorities [6].

Core Insights - The article discusses the volatility and trading sentiment surrounding Applied Digital (APLD), particularly in the context of the AI sector and its recent performance [5][4][3]. Group 1: Market Sentiment and Trading Activity - Despite recent market turmoil, institutional investors show a bullish sentiment towards APLD, with net trade sentiment reaching $367,100 last week [2][1]. - The implied volatility for APLD indicates a significant price range for February expiration, projected between $15.78 and $30.18, reflecting a high-low spread of 91.25% [1]. Group 2: Company Performance and Risks - APLD's financial risks are heightened due to aggressive expansion efforts, compounded by disappointing results from major tech companies like Oracle, which have negatively impacted sentiment in the AI sector [4][5]. - The demand for machine intelligence continues to rise, suggesting that concerns about the AI sector may be premature unless evidence indicates a decline in relevance [3]. Group 3: Stock Analysis and Trading Strategies - APLD's stock is analyzed through a distributional lens, indicating potential forward 10-week returns between $21.30 and $29.20, with price clustering around $24.20 [11][10]. - A recommended trading strategy is the 23/25 bull call spread, which involves buying a $23 call and selling a $25 call, with a maximum profit potential of $110, representing a 122% payout [14][15].

Core Viewpoint - IQSTEL Inc. has announced its first-ever dividend distribution, which will be paid in common shares to shareholders of record as of December 15, 2025 [1][2]. Distribution Details - The dividend distribution will amount to $500,000, calculated based on the closing price of $6.62 on August 29, 2025, resulting in 75,529 shares to be distributed on or about December 30, 2025 [3]. - The distribution ratio is set at 0.0173, meaning shareholders can determine their allocation by multiplying their share count by this ratio, with all allocations rounded down to the nearest whole share [4]. Company Performance and Strategy - CEO Leandro Iglesias highlighted significant achievements, including uplisting to Nasdaq, reaching a $400 million revenue run rate ahead of schedule, and achieving a $2.7 million EBITDA run rate [5]. - Fintech now constitutes 20% of the company's revenue, and the addition of Cybersecurity has enhanced its high-margin portfolio [5]. - The company aims for a $15 million EBITDA run rate in 2026 and a $1 billion revenue run rate by 2027 [6]. Financial Results - In the third quarter, IQSTEL reported revenues of $102.8 million, a 90% increase year over year, exceeding estimates [7]. - Gross revenue reached $118.5 million, driven by strong subsidiary synergies, while adjusted EBITDA totaled $0.68 million, primarily from Telecom and supported by Fintech contributions [7]. Stock Performance - IQST stock closed at $3.93, reflecting a decrease of 3.44% on the previous Friday [8].

Core Viewpoint - Meta Platforms, Inc. is highlighted as a key AI stock for investors, with Piper Sandler maintaining an Overweight rating and a price target of $840.00, citing ad market tailwinds and undervalued fundamentals as driving factors [1] Group 1: Stock Performance and Market Position - Meta shares have experienced mid-single-digit gains over the past year, despite a 10% compression in multiples [2] - The firm's ad buyer survey indicates accelerating market growth leading into 2026, which is favorable for Meta due to its dominant role in social media advertising [2] - Piper Sandler projects a 20% year-over-year growth for Meta in 2026 [2] Group 2: Operational Concerns and Investments - Analysts at Piper Sandler believe concerns regarding Meta's operating and capital expenditures nearing peak levels are overstated [3] - Meta is actively expanding its advertising capabilities and investing significantly in artificial intelligence and the metaverse [4]

Meta's Metaverse Budget - Meta recently reduced its metaverse budget, which is viewed as a positive reallocation towards ads and AI [1] - The stock price reacted positively to the news of reduced metaverse spending [1] - Concerns about Meta's stock were related to its significant spending [1] - Mark Zuckerberg's previous stance of prioritizing overspending on the metaverse was a concern [2] AI Spending - If Meta reins in AI spending next year, it could be a positive development for the stock [2]

Core Viewpoint - Meta Platforms (META) stock is currently trading within a support zone of $620.07 to $685.35, where it has historically rebounded, averaging a peak return of 14.8% after three previous instances in the last decade [2]. Financial Performance - Meta's Q3 2025 earnings surpassed expectations, with a revenue growth of 26.2%, driven by improvements in AI-driven ad performance across its Family of Apps [4]. - The average analyst price target for Meta is above $818, indicating significant upside potential from current trading levels [4]. - The company has reported a revenue growth of 21.3% over the last twelve months (LTM) and an average growth of 17.3% over the past three years [10]. - Meta's free cash flow margin is approximately 23.7%, and its operating margin stands at 43.2% LTM [10]. - The lowest annual revenue growth recorded for Meta in the past three years was 7.5% [10]. - Currently, Meta shares are trading at a price-to-earnings (PE) multiple of 31.6 [10]. Strategic Initiatives - Meta is shifting its focus from metaverse spending to AI integration, which is enhancing ad efficiency and user engagement [4]. - Despite challenges from Reality Labs, the core business and advancements in AI are providing a supportive backdrop for growth, helping to mitigate regulatory and content-related issues [4]. Market Conditions - The stock has experienced significant declines in the past, including a 43% drop during the 2018 correction and a 77% decline during the inflation-driven downturn [6]. - Historical data indicates that Meta's stock can face sharp pullbacks even in healthy markets due to earnings surprises or shifts in outlook [7].