For Immediate ReleasesChicago, IL – November 28, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog includeBroadcom Inc. (AVGO) , Meta Platforms, Inc. (META) , The Coca-Cola Co. (KO) , Landmark Bancorp, Inc. (LARK) and Bridger Aerospace Group Holdings, Inc. (BAER) .Here are highlights from Friday’s Analyst Blog:Top Research ...

（原标题：全球首个16岁社交平台禁令年底上线，陪伴型AI也被监管盯上） 21世纪经济报道记者 王俊 实习记者 蔡欣佁 过去两周，包括欧盟、美国、澳大利亚在内的多个国家，把青少年使用社群平台与陪伴型 AI 的风险推上政策与舆论焦点，围绕年龄门槛、成瘾 性设计与心理健康展开新一轮攻势。 先把目光聚焦在欧盟。此前，《数字服务法》（DSA）已将保护未成年人确立为核心政策目标之一。11月26日，欧洲议会议员高票通过了一份不 具法律约束力的报告，呼吁将"使用社交媒体、视频分享平台和陪伴型AI产品"的最低年龄统一设定为16岁，13至16岁的青少年则可以在父母同意 的情况下使用。 这项决议的牵头人、丹麦议员克里斯蒂尔·沙尔德莫斯（Christel Schaldemose）在报告中指出，97%的年轻人每天都会使用网络，其中，每四名未 成年人中就有一人表现出类似成瘾的使用模式。沙尔德莫斯呼吁，禁止平台对未成年人使用基于互动的推荐系统，并默认关闭其他具有成瘾风险 的功能，包括无限滚动、自动播放、下拉刷新、奖励循环以及有害的游戏化机制。 澳洲则已经走到执法前线。11月21日，澳大利亚互联网监管机构表示，将把亚马逊旗下直播服务平台Tw ...

Core Insights - Meta Platforms (META) and Match Group (MTCH) are leveraging AI to enhance user engagement and drive revenue growth, with META reaching 3.54 billion users globally and Match operating over 45 dating brands, including Tinder [1][9] Group 1: Meta Platforms - META's integration of AI across its platforms is significantly boosting user engagement, leading to increased ad revenues, with a projected total revenue of $56 billion to $59 billion for Q4 2025, reflecting a 20.69% year-over-year growth [5][10] - The time spent on Facebook increased by 5% and 30% on Threads in Q3 2025, with Reels achieving an annual run rate exceeding $50 billion [3][9] - META's AI-powered ad tools surpassed a $60 billion run rate by the end of Q3 2025, indicating strong advertising revenue growth [4][9] - The Zacks Consensus Estimate for META's Q4 2025 earnings is $8.16 per share, showing a 1.75% increase from the previous year [10] Group 2: Match Group - Match Group is targeting an untapped market of approximately 250 million actively dating singles worldwide, which includes 220 million first-time users and 30 million lapsed users, indicating substantial growth potential [6][9] - Tinder is introducing innovative features like the AI-powered Chemistry feature to attract Gen Z users, with early adoption showing promising engagement metrics [7][9] - Match Group expects Q4 2025 revenues between $865 million and $875 million, suggesting a 1-2% year-over-year growth [8] - The consensus estimate for Match's Q4 2025 earnings remains steady at $1 per share, indicating a 21.95% increase from the previous year [11] Group 3: Stock Performance and Valuation - Over the past 12 months, META shares have appreciated by 11.3%, outperforming Match's 2.1% increase [12] - META is considered overvalued with a Value Score of C, while Match is viewed as undervalued with a Value Score of A, trading at 6.93X and 2.19X forward price/sales respectively [15] - Despite both companies holding a Zacks Rank 3 (Hold), META's extensive user base and AI initiatives provide it with a competitive edge over Match [18]

Core Insights - Meta Platforms' stock has declined approximately 25% from its all-time high following the release of its third-quarter earnings, prompting discussions among investors about potential buying opportunities [1] Financial Performance - Meta reported outstanding Q3 results, with revenue reaching $51.2 billion, exceeding management's expectations of $47.5 billion to $50.5 billion, and reflecting a 26% year-over-year increase [4] - The company's capital expenditures for 2025 are projected to be between $70 billion and $72 billion, a significant increase from $39.2 billion in 2024, indicating a potential capital expenditure exceeding $100 billion in 2026 [6] AI Investment and Strategy - Concerns exist regarding Meta's substantial investments in AI infrastructure, which are viewed as necessary for maintaining competitiveness in the tech industry [2] - Meta believes that AI can enhance its advertising technology, leading to improved ad conversions and increased user engagement on platforms like Facebook and Instagram, with reported increases of 5% and 10% in time spent on these platforms, respectively [5] Market Sentiment - Despite concerns over spending, Meta's core advertising business remains strong, and the current stock price is considered attractive by some investors [7]

Core Insights - The article discusses the concentration of wealth among five tech billionaires residing in California's Midpeninsula, highlighting their combined wealth exceeding $1.1 trillion, which is comparable to the GDP of a medium-developed country [6][7]. Group 1: The Five Tech Billionaires - Larry Ellison (Oracle) represents the first wave of tech wealth, having built a strong foundation in enterprise software, which continues to generate stable cash flow despite challenges in the cloud era [9][10]. - Sergey Brin and Larry Page (Google/Alphabet) commercialized the search behavior through AdWords, establishing a significant revenue stream by organizing internet information [11][12]. - Mark Zuckerberg (Meta) capitalized on the human need for connection, transforming social networks into a lucrative "attention economy" through targeted advertising [13][14]. - Jensen Huang (Nvidia) exemplifies the AI revolution, with Nvidia's GPUs becoming essential for AI model training, leading to explosive wealth growth [14][15]. Group 2: Silicon Valley's Unique Ecosystem - Knowledge spillover effects from institutions like Stanford University create a seamless connection between research and industry, fostering continuous innovation [18][19]. - Venture capital in Silicon Valley provides not just funding but also strategic support, encouraging bold and disruptive innovations [20][21]. - The engineer culture in Silicon Valley promotes data-driven decision-making and challenges conventional norms, attracting top talent [23]. Group 3: Wealth Concentration and Social Impact - The concentration of wealth in Silicon Valley has led to significant social disparities, with the wealth gap expanding at twice the national average [33][35]. - The rising cost of living has made it difficult for low-income families to afford housing, with a family of four needing an annual income of $159,550 to be considered "low income" [37][39]. - The phenomenon of "Silicon Valley folding" illustrates the social divide, where the affluent and service workers coexist in stark contrast [41][42]. Group 4: Tech Philanthropy - Tech billionaires are increasingly engaging in "tech philanthropy," with initiatives like the Chan Zuckerberg Initiative aiming to address social issues through a business-like approach [49][50]. - Critics argue that this model allows wealthy individuals to influence public policy without democratic oversight, raising concerns about accountability [51][52]. - The article questions whether such philanthropy genuinely addresses the societal problems created by their business models, emphasizing the need for a more inclusive approach to wealth distribution [54].

Core Points - The European Parliament passed a non-binding resolution advocating for a ban on social media use for children under 16 unless permitted by parents, coinciding with Australia's upcoming implementation of a similar ban [1][2] - The resolution aims to protect children from harmful content and addictive design features on social media platforms, with a significant focus on the responsibility of tech companies [2][3] - Critics argue that the resolution may overreach and complicate enforcement, potentially leading to children circumventing age verification [4][6] Group 1: Legislative Actions - The resolution was approved with 483 votes in favor, 92 against, and 86 abstentions, mandating platforms to disable addictive features by default for minors [2] - It stipulates that individuals must be at least 16 years old to use social media independently, while allowing parents to grant access to children aged 13 and above [2] - The European Commission is studying Australia's "under 16 social media ban" as a potential model for EU legislation [3] Group 2: Health and Safety Concerns - A study cited in the resolution indicates that 25% of children and adolescents exhibit problematic smartphone usage behaviors akin to addiction [2] - The EU's research shows that 96% of 15-year-olds use social media on weekdays, with significant proportions engaging in both passive and active usage for over three hours daily [6] - The report highlights a correlation between extensive social media use and increased rates of depression and anxiety among teenagers [6] Group 3: Existing Regulations - Several European countries have already implemented age restrictions for social media use, with Belgium and France requiring parental consent for minors [7] - Germany mandates parental permission for social media use among 13 to 16-year-olds, while Italy has similar requirements for children under 14 [7] - The resolution reflects a growing trend among European nations to enhance regulations surrounding children's online safety [5][6]

Core Insights - The article discusses the concentration of immense wealth among a few tech billionaires residing in California's Midpeninsula, highlighting the socio-economic implications of this wealth concentration [5][24]. Group 1: Wealth Concentration - Half of the top ten billionaires globally reside in the Midpeninsula, with a combined wealth exceeding $1.1 trillion, comparable to the GDP of a medium-developed country [5][24]. - The wealth of these tech giants is rooted in their foundational companies, which have established significant market positions and revenue streams [5][11][12]. Group 2: Individual Billionaires - Larry Ellison (Oracle) represents the enterprise software revolution, maintaining a strong cash flow despite challenges in the cloud era [5][7]. - Larry Page and Sergey Brin (Google) commercialized the search behavior through AdWords, exemplifying the internet platform revolution [5][9]. - Mark Zuckerberg (Meta) capitalized on social connectivity, transforming user engagement into revenue through targeted advertising [5][11]. - Jensen Huang (Nvidia) has seen explosive wealth growth due to the AI revolution, positioning Nvidia as a key player in AI model training [5][12][18]. Group 3: Silicon Valley Ecosystem - The unique ecosystem of Silicon Valley fosters knowledge spillover, particularly through institutions like Stanford University, which connects academic research with industry needs [14][16]. - Venture capital in Silicon Valley is characterized by a willingness to take risks and provide smart money, supporting bold innovations [14][16]. - The engineering culture in Silicon Valley promotes data-driven decision-making and a rebellious spirit, attracting top talent [16][18]. Group 4: Socio-Economic Issues - The wealth concentration has led to a widening wealth gap, with the top 0.1% of families owning 71% of the wealth, exacerbating social inequalities [24][26]. - Rising living costs in Silicon Valley have made it increasingly difficult for lower-income families to afford housing, leading to a phenomenon termed "Silicon Valley folding" [24][26][29]. - The local government's financial struggles are partly due to Proposition 13, which limits property tax growth, affecting public services [31][32]. Group 5: Philanthropy and Social Responsibility - Tech billionaires are engaging in "tech philanthropy," using their wealth to address social issues through initiatives like the Chan Zuckerberg Initiative [37][39]. - Critics argue that this form of philanthropy allows a few wealthy individuals to influence public policy without democratic oversight, raising concerns about accountability [39][40]. - The article questions whether the innovations and wealth generated by these billionaires consider the external costs and contribute to a more equitable society [42][44].

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 - The rise of AI-generated content is significantly impacting food bloggers, leading to a decline in web traffic and revenue as consumers increasingly trust AI-generated recipes over traditional ones [2][3][10] Impact on Traffic and Revenue - Food bloggers report drastic declines in traffic, with some experiencing drops of up to 80% in revenue due to AI-generated content taking precedence in search results [10][24] - Specific examples include a 40% year-over-year decline in traffic for a turkey recipe and a 30% drop in Google traffic for a German recipe blog [2][18] Quality and Accuracy Concerns - AI-generated recipes often contain inaccuracies, leading to potential cooking disasters for consumers, as seen in examples where incorrect cooking times and methods are provided [2][6] - Bloggers express concerns that AI cannot replicate the real-life testing of recipes, which undermines the trustworthiness of the content [5][6] Content Visibility and Competition - AI-generated content is flooding platforms like Pinterest and Facebook, pushing down the visibility of vetted recipes from human creators [4][18] - Many bloggers have noted that their original recipes are being copied and altered by AI, leading to confusion among consumers and further diminishing their traffic [20][23] Platform Responses - Companies like Google and Pinterest acknowledge the changes but emphasize that their AI tools are meant to supplement human creativity rather than replace it [8][25] - Despite these claims, food bloggers feel that the algorithms favor AI-generated content, making it difficult for original creators to gain visibility [24][26] Long-term Implications - The shift towards AI-generated content raises existential concerns for food bloggers about the future of their businesses and the authenticity of culinary knowledge shared online [26] - There is a fear that if content creators abandon their platforms due to declining traffic, the quality of available recipes will deteriorate further, leading to a cycle where AI-generated content becomes the primary source of cooking information [10][26]

Core Viewpoint - Meta Platforms criticized EU antitrust regulators for what it described as "aberrant" requests for information during two investigations that took place four years ago, highlighting the company's increasing resistance to regulatory scrutiny [1] Group 1 - The company is facing ongoing antitrust investigations by EU regulators, which it claims have involved unusual and excessive information requests [1] - Meta's pushback reflects a broader trend among tech companies to challenge regulatory actions and scrutiny in the European Union [1] - The criticism from Meta indicates a potential escalation in tensions between major tech firms and European regulators over antitrust issues [1]