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January 12, 2026 11:02 PM GMT Internet | North America 10 Debates to Shape the Sector and Key Picks in '26 For analyst certification and other important disclosures, refer to the Disclosure Section, located at the end of this report. M peers. We also don't believe this is priced as AMZN trades at a ~40% discount to peers on a PEG basis. Our $315PT (~27% upside), implies a 31X multiple on '27 EPS of $10, and a 1.4X PEG ratio (still ~20 % discount to peers). META (OW $750 PT, ~15% upside): All About Super Tea ...

on 12-Jan-2026 12 January 2026 U.S. Internet US Internet: Narratives that matter in 2026 Mark Shmulik +1 917 344 8508 mark.shmulik@bernsteinsg.com Nikhil Devnani, CFA +1 917 344 8425 nikhil.devnani@bernsteinsg.com Wenhuan Chang +1 917 344 8546 wenhuan.chang@bernsteinsg.com Lavnik Balyan +1 917 344 8563 The Internet is a story, and we the collective story-tellers. And 2025 isn't winning any Pulitzer prizes. The story lines sound like a poor daytime soap - AI villains waking up as heroes, episodes around Chin ...

January 12, 2026 02:18 AM GMT Baidu Inc | Asia Pacific Internet Trip Takeaways Spin-off of Kunlunxin and boost to shareholder return remain key areas of investor focus. We expect the Kunlunxin listing to take place quickly (est. < 6 months); buyback program could also be extended quicker than expected. Kunlunxin Robotaxi Shareholder return | M January 12, 2026 02:18 AM GMT | | Idea | | --- | --- | --- | | Baidu Inc Asia Pacific | Morgan Stanley Asia Limited+ Gary Yu | | | | Equity Analyst | | | Internet Tri ...

格隆汇1月13日｜Meta正持续将资源转向人工智能技术研发，为此计划裁减至少10%的虚拟现实研发部 门Reality实验室员工。Reality实验室目前约有1.5万名员工，裁员计划最快或于周二对外公布。此次裁 员消息传出之际，正值这家脸书母公司在硅谷人工智能竞赛中急于巩固自身地位的关键阶段。 ...

每经AI快讯，据报道，Meta正持续将资源转向人工智能技术研发，为此计划裁减至少10%的虚拟现实研 发部门Reality实验室员工。Reality实验室目前约有1.5万名员工，裁员计划最快或于周二对外公布。此 次裁员消息传出之际，正值这家脸书母公司在硅谷人工智能竞赛中急于巩固自身地位的关键阶段。(第 一财经) ...

Core Insights - Meta is reallocating resources towards artificial intelligence technology development, planning to cut at least 10% of its Reality Labs workforce [2] - Reality Labs currently employs approximately 15,000 staff, with the layoff announcement expected as early as Tuesday [2] - This move comes as Meta seeks to strengthen its position in the competitive AI landscape in Silicon Valley [2]

Key Points Investors pulled back from large artificial intelligence stocks due to concerns over valuation and excessive AI infrastructure spending. The market seems torn on how AI stocks will perform in 2026. Will the winners keep winning? Or are they poised for a pullback? 10 stocks we like better than Alphabet › Despite the hype surrounding artificial intelligence (AI) and the "Magnificent Seven" in 2025, only two stocks in the elite group actually outperformed the broader benchmark S&P 500 in ...

Meta will establish Meta Compute to construct tens of gigawatts of computing infrastructure this decade and hundreds of gigawatts more in the future, CEO Mark Zuckerberg said on Monday. ...

21智讯01月12日电，昆仑万维公告，公司股票于2026年1月9日、1月12日连续两个交易日收盘价格涨幅 偏离值累计超过30%，根据深圳证券交易所交易规则，属于股票交易异常波动的情况。针对上述情况， 公司进行了核实并说明：截至公告日，公司前期披露的信息不存在需要更正或补充之处；近期未发现公 共传媒报道可能对公司股价产生较大影响的未公开重大信息；公司当前经营情况及内外部环境未发生重 大变化；公司及控股股东、实际控制人不存在应披露而未披露的重大事项，也未处于筹划阶段的重大事 项；控股股东及实际控制人在股票异常波动期间未买卖公司股票。公司董事会确认，目前没有任何应予 以披露而未披露的事项，亦未获悉任何对公司股票交易价格产生较大影响的信息。 ...