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First Look: Meta AI Raises Privacy Concerns with Instagram Deepfakes
GuruFocus· 2026-07-09 11:56
Market Trends & Corporate Developments - Meta Platforms launched the "Muse" image AI tool, which utilizes public Instagram photos by default for image generation, raising significant privacy concerns regarding unauthorized use of personal and celebrity imagery [1][2] - Multiple companies received analyst rating upgrades, including Morgan Stanley (Hold to Strong Buy), Meta Platforms (Hold to Buy), and SpaceX (Strong Buy) [7] Earnings Forecasts - PepsiCo is projected to report earnings per share (EPS) of $2.15 on revenue of nearly $24 billion [3] - PriceMart is forecasted to report EPS of $119 on revenue of approximately $1.4 billion [3] - WD40 Company is anticipated to deliver EPS of $157 on revenue of $173 million [3] - Stolt Nielsen is expected to report EPS of 93 cents on revenue of $723 million [3] - The Simply Good Foods Company is projected to post EPS of 32 cents on revenue of $333 million [3] Insider Transactions - Mission Produce saw a 10% owner, Global Harvest Holdings Venture, purchase 650,000 shares at $12.73 each, totaling $8.3 million [5] - Rocket Lab CEO Peter Beck sold over 3.2 million shares at $87.43, totaling $286.4 million [5] - Robin Hood CEO Vladimir Tenev sold 375,000 shares at $116.17, totaling $43.5 million [5] - Dell Technologies director and 10% owner, Silver Lake Partners, sold 72,000 shares at $410.52, totaling nearly $30 million [6] Dividend Announcements - Several companies announced ex-dividend dates, including Chunghwa Telecom ($165 dividend, 3.84% yield), Accenture ($163 dividend, 4.64% yield), and JP Morgan Beta Builder USD Investment Grade Corporate Bond ETF ($1.14 dividend, 6.87% yield) [4] - YieldMax Intel Option Income Strategy declared an ex-dividend of 93 cents with a yield of 113.16% [4]