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Pinterest Shares Just Sank. Time to Buy the Dip or Run for the Hills?
The Motley Fool· 2025-08-14 08:55
Core Viewpoint - Pinterest's stock price declined despite strong second-quarter results and positive guidance, indicating a potential buying opportunity for investors [1][12] Group 1: Financial Performance - Pinterest reported a 17% year-over-year increase in overall revenue, reaching $988 million, surpassing the $975 million consensus estimate [8] - Adjusted EBITDA rose by 25% year over year to $251 million, while adjusted earnings per share (EPS) increased by 38% to $0.33, although it fell short of the $0.35 expected by analysts [9] - The company forecasts third-quarter revenue between $1.033 billion and $1.053 billion, representing a year-over-year growth of 15% to 17%, exceeding the $1.025 billion analyst consensus [10] Group 2: User Growth and Engagement - Monthly active users (MAUs) increased by 11% to 578 million, with significant growth in international markets, particularly a 14% rise in "rest of world" users [5] - Average revenue per user (ARPU) climbed by 6% year over year to $1.74, with notable regional differences: U.S. and Canada ARPU rose to $7.29, European ARPU surged by 26% to $1.30, and "rest of world" ARPU soared 44% to $0.19 [6] Group 3: Strategic Initiatives - Under CEO Bill Ready, Pinterest has focused on enhancing its platform's attractiveness through AI investments, including the development of proprietary multimodal large language models [2][3] - The company has partnered with Instacart to enable shoppable ads, particularly in the food and beverage category, aiming to attract more consumer packaged goods advertisers [4] - Pinterest is narrowing the ARPU gap between U.S. and international markets, with strong performance in Europe and emerging markets supported by partnerships [7][11] Group 4: Market Position and Valuation - Pinterest's stock trades at a forward price-to-earnings ratio of about 19 based on 2025 estimates and 16 based on 2026 estimates, which is considered attractive given its revenue and profitability growth [14] - The company is experiencing strong momentum among younger users, with 50% of its user base now consisting of Gen Zers, indicating a positive trend for future engagement [11][15]
5 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade
The Motley Fool· 2025-08-14 07:59
Artificial intelligence (AI) is rewriting the playbook for nearly every major tech company. Because the AI development game is still in its early innings, there remain plenty of opportunities to rack up points. And it's a perfect time to jump into some of the leaders in the space. Here are five names that are already shaping the future of AI that investors might want to consider buying for the long haul. 1. Nvidia AI remains a potential game-changing technology that is still in its early innings. The compan ...
Meta:悄然成为人工智能的最大受益者
3 6 Ke· 2025-08-14 02:44
Meta(NASDAQ:META)的业绩可以说是大型科技巨头里最亮眼的。公司增长率出人意料地加速,同时还保持着令人羡慕的利润率。管理层预计三季度 这种强劲表现会延续。分析师认为未来仍有上涨空间,因为整体利润率的提升仍是重要的长期机会。不过虽然看涨,但把评级下调为 "买入"。 最近一个季度,Meta营收同比增长 21.5%,达到 475 亿美元,远超预期的 455 亿美元,且环比增速高于第一季度的 16%。考虑到该公司在应对关税不确定 性的同时,正努力应对严峻的竞争形势,这一增速令人感到意外。得益于应用系列业务高达 53% 的惊人运营利润率,公司运营利润率同比增长 500 个基 点至 43%。 | | | Q2'23 | Q3'23 | | Q4'23 | | Q1'24 | | Q2'24 | | Q3'24 | Q4'24 | Q1'25 | | Q2'25 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | Advertising | ಳಿ | 31,49 ...
Snap: I'm Buying This Former Takeover Target With Shares Decimated From $80 To Just $7
Seeking Alpha· 2025-08-13 19:47
Core Viewpoint - Snap Inc. shares have significantly declined, approaching 52-week lows following the announcement of Q2 earnings, which met revenue expectations but fell short on earnings [1] Financial Performance - Q2 earnings were in line with revenue expectations but missed on earnings [1] - The company's stock performance is lagging compared to other social media platforms [1]
X @Wu Blockchain
Wu Blockchain· 2025-08-13 18:16
U.S. social media company Thumzup (NASDAQ: TZUP) has completed a secondary public offering under an effective shelf registration, raising approximately $50 million to expand into cryptocurrency mining and acquire a diversified reserve of digital assets, including BTC, ETH, SOL, XRP, and LTC. https://t.co/MFn6ZFmHkQ ...
3 Artificial Intelligence (AI) Stocks That Are Quietly Beating the Market
The Motley Fool· 2025-08-13 09:00
Unlike many AI stocks, these companies overcame the stock sell-off in the first few months of the year. Although many artificial intelligence (AI) stocks have performed well since "Liberation Day" on April 2, the rough start to the year has weighed on many of them. So severe was the drop in some stocks that many continue to lag the performance of the S&P 500 in 2025 despite dramatic recoveries. Fortunately, a few have managed to outperform the index. Moreover, some even remain solid buys. Investors looking ...
Meta Platforms: Quietly Becoming The Biggest Beneficiary Of AI
Seeking Alpha· 2025-08-12 18:58
Core Insights - Meta Platforms has reported strong results, outperforming other mega-cap tech companies with an unexpected acceleration in growth rates while maintaining high profit margins [1] Financial Performance - The company has guided for continued growth in the third quarter, indicating positive momentum in its financial performance [1] Investment Strategy - The investment group led by Julian focuses on stocks with a high probability of delivering significant alpha compared to the S&P 500, emphasizing growth-oriented principles combined with strict valuation criteria [1]
RDDT DEADLINE: ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Reddit, Inc. Investors to Secure Counsel Before Important August 18 Deadline in Securities Class Action – RDDT
GlobeNewswire News Room· 2025-08-12 18:09
Core Viewpoint - Rosen Law Firm is reminding investors who purchased Reddit, Inc. securities during the specified Class Period of the upcoming lead plaintiff deadline on August 18, 2025, and the potential for compensation without out-of-pocket costs [1][2]. Group 1: Class Action Details - A class action lawsuit has been filed against Reddit, Inc. for allegedly making false and misleading statements regarding user engagement and advertising revenues during the Class Period [4]. - The lawsuit claims that changes in Google Search's algorithm led to a significant reduction in traffic to Reddit, which was not disclosed by the defendants [4]. - Investors are encouraged to join the class action by contacting Rosen Law Firm for more information [2][5]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest settlement against a Chinese company at the time and being ranked No. 1 for securities class action settlements in 2017 [3]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone [3]. - Founding partner Laurence Rosen has been recognized as a Titan of Plaintiffs' Bar by Law360, highlighting the firm's expertise in this area [3].
抖音公布炒作“理想车主乱停车”事件相关账号处置情况
财联社· 2025-08-12 15:40
Group 1 - The article discusses the recent surge of discussions regarding "Li Auto owners" on the internet, highlighting that some of the content contains misleading and attacking remarks [1] - The platform, Douyin Blackboard, has received complaints from Li Auto and is actively verifying and addressing the reported content that violates community rules [1]
Parler Cloud Technologies and Amaze Announce Exclusive Partnership to Build the Future of Social, Streaming, Commerce, and Crypto Rewards
GlobeNewswire News Room· 2025-08-12 12:29
Through this exclusive integration: NEWPORT BEACH, Calif., Aug. 12, 2025 (GLOBE NEWSWIRE) -- Parler Cloud Technologies (Plano, TX) and Amaze Holdings, Inc. (NYSE American: AMZE) today announced an exclusive strategic partnership set to transform how creators engage, monetize, and grow in the digital economy. Through this alliance, Amaze's commerce engine will be integrated directly into Parler Cloud's Pulse ecosystem (www.bypulse.com), a creator-centered, next-generation digital platform that unites social ...