Core Insights - Pinterest's stock (NASDAQ: PINS) declined by 6% on September 24, falling below its 100-day moving average of approximately $35, following mixed second-quarter earnings that raised concerns about profitability despite revenue and user growth [2] - In comparison, Meta Platforms (NASDAQ: META) is viewed as a more attractive investment due to stronger revenue growth, better profitability, and a more favorable valuation [2] Company Performance - Pinterest's revenue growth over the last 12 months was 17.0%, while Meta's was 19.4%. Over the last three years, Meta's average revenue growth was 13.0%, slightly higher than Pinterest's 12.9% [6] - Meta's profitability is significantly higher, with a last twelve months (LTM) margin of 42.9% and a three-year average margin of 34.6%, compared to Pinterest's performance [6] Industry Comparison - Pinterest serves as a visual discovery platform for users seeking inspiration across various categories such as recipes, fashion, and home decoration, while Meta develops a range of products for connecting people through various devices, including mobile, PCs, and VR headsets [3]

We recently published Trending Analyst Calls: Top 10 Stocks. Meta Platforms Inc (NASDAQ:META) is one of the stocks analysts were recently talking about. Mitchell Green, Lead Edge Capital founding partner, said in a program on CNBC early August that Meta Platforms is one of the best stocks to play the AI trade. The analyst highlighted the company’s active user count and margins. “We’re sitting here today and after yesterday’s, you know, earnings pop. Facebook is a $2 trillion company growing. What did ear ...

Core Viewpoint - The controversy surrounding a recent fireworks show has led to the spread of misinformation on social media, particularly regarding its rejection by Japan's Mount Fuji for promotional purposes [2][3]. Group 1: Misinformation and AI Verification - Multiple bloggers claimed that the fireworks show was rejected by Japan in March, but this was later clarified as false information [2][3]. - The "Weibo Smart Search" feature, launched in February, aims to reduce misinformation but has shown inconsistent results in verifying claims [4][5]. - The AI verification system has been criticized for failing to identify similar narratives among bloggers, leading to incorrect conclusions [4][5]. Group 2: Legal Implications and Responsibilities - Legal experts warn that the AI verification labels could imply platform endorsement of the content, increasing the platform's liability for misinformation [5][6]. - If the AI makes erroneous judgments that harm users' reputations or privacy, the platform could face legal repercussions [6]. - Other platforms like WeChat, Xiaohongshu, Douyin, and Baidu also utilize AI summarization, which may expose them to similar legal risks if they encounter "AI hallucinations" [6].

Key Points Taiwan Semiconductor dominates AI chip manufacturing with a 70% foundry share and expanding margins from advanced nodes. Meta Platforms monetizes AI through ad optimization today while investing over $17 billion quarterly in infrastructure for tomorrow. Datadog's observability platform becomes essential as AI systems multiply, with 28% revenue growth and strong cash flow. 10 stocks we like better than Taiwan Semiconductor Manufacturing › Artificial intelligence (AI) may be the story o ...

Group 1 - ByteDance is reportedly preparing for an IPO in Hong Kong, but there are concerns about the authenticity of this information, with company executives urging caution against speculation [1] - The company has been rumored multiple times in recent years about plans for an IPO, with a peak valuation of $400 billion [1] - Previous statements from ByteDance indicated that they were considering listing parts of their business but had not finalized any plans [1] Group 2 - ByteDance is projected to achieve revenue of over $43 billion in Q1 2025, surpassing Meta's $42.3 billion for the same period, making it the highest-grossing social media company [2] - In Q2 2025, ByteDance's revenue is expected to grow by 25% year-on-year, reaching approximately $48 billion, driven by strong advertising demand [2] - The company's anticipated total revenue for 2025 is $186 billion, closely aligning with Meta's expected revenue of $187 billion [2]

The Singapore government said on Thursday it has given Meta Platforms until the end of this month to introduce measures including facial recognition to help curb impersonation scams on Facebook. ...

Core Insights - Douyin has launched four major initiatives aimed at enhancing quality content creation, with the "Youth Creator Growth Plan" being the most notable, reflecting a generational shift in content production [1][3][4] Group 1: Youth Creator Growth Plan - The plan addresses the core pain points faced by young creators, providing a comprehensive ecosystem that supports their growth from initial stages to monetization [3][4] - 85% of young creators with over 10,000 followers choose Douyin as their starting platform, indicating its appeal and effectiveness in nurturing new talent [1][13] - The plan has led to a 220% year-on-year increase in the playback duration of quality content, showcasing the platform's ability to enhance content visibility [1] Group 2: Flow Distribution and Monetization - Douyin has optimized its flow distribution mechanism, creating a separate quality content pool that allows for targeted recommendations, resulting in quality content receiving 17 times the average playback duration [3][4] - The "Selected Brand Partner Program" connects brands with quality creators, facilitating dual benefits through additional traffic and recommendations, thus ensuring sustainable monetization for creators [4][6] - The platform has adjusted monetization rules dynamically to enable new creators to earn earlier, addressing the challenge of initial financial support [4] Group 3: Resource Integration and Community Building - Douyin's collaboration with educational institutions has created a unique advantage, allowing creators to leverage professional resources for content creation [4][6] - The establishment of offline creative communities helps alleviate the isolation often felt by creators, fostering knowledge sharing and collaboration [6][7] - The platform's inclusive ecosystem allows non-professional teams to succeed, as demonstrated by various case studies of creators who have thrived despite initial challenges [7][13] Group 4: Creative Capability Development - The "Creative Ladder Plan" connects creators with industry experts, providing tailored guidance for different stages of their creative journey [6] - The platform emphasizes a shift from traditional professional barriers to prioritizing creative value, enabling diverse creators to thrive [6][13] - Douyin's approach to "creative inclusivity" aims to democratize opportunities in the creative industry, allowing every talented youth to access growth opportunities [13]

Core Viewpoint - A class action lawsuit has been filed against Snap, Inc. for allegedly misleading investors regarding its advertising revenue growth, which significantly declined from 9% to 1% during the specified period [2][7]. Group 1: Lawsuit Details - The lawsuit is on behalf of all individuals and entities who purchased Snap securities between April 29, 2025, and August 5, 2025, inclusive [2]. - Investors have until October 20, 2025, to apply to the Court to be appointed as lead plaintiff in the lawsuit [2]. Group 2: Allegations - The complaint alleges that Snap provided overly positive statements while concealing material adverse facts about its advertising revenue growth [7]. - Snap's advertising revenue growth rate reportedly declined from 9% in the first quarter to only 1% in April due to execution failures [7]. Group 3: Financial Impact - On August 5, 2025, Snap announced a deceleration in advertising revenue growth, attributing it to issues with its ad platform and other factors [7]. - Following this announcement, Snap's stock price fell from $9.39 per share to $7.78 per share on August 6, 2025, marking a decline of approximately 17.15% in one day [7].

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2][3] - The news team operates from key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] - Proactive focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [2][3] Group 2 - The team delivers news and insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4][5] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]

Core Insights - Instagram has reached 3 billion monthly users, solidifying its role as a significant revenue driver for parent company Meta [1][5] - The platform is shifting its focus from traditional photo feeds to short-form video and private messaging in response to user behavior changes [2][3] User Behavior Changes - Users are increasingly engaging with private messaging and Stories, spending half their time on the app watching videos, primarily recommended content rather than from followed accounts [3] - Instagram plans to emphasize private messaging and Reels on its home screen navigation bar [3] Strategic Changes and Testing - In India and South Korea, Instagram will test opening the app directly into Reels instead of the traditional photo feed [4] - The platform will also introduce features allowing users to hide or select topics to influence the content they see, utilizing artificial intelligence for content identification and labeling [4] Competitive Landscape - The changes are partly driven by competition with TikTok, which is a significant concern for Instagram [5] - Instagram's user base has grown from 2 billion in October 2022 to 3 billion, indicating strong growth and user engagement [5][6]