http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 03 Sep 2026 04:30:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html <p>Wall Street analysts previewed Ciena's (NYSE: CIEN) fiscal third-quarter results, due Thursday before the market open, with both Bank of America and Morgan Stanley pointing to backlog conversion and supply constraints as the key swing factors for the print.</p><p>BofA reiterated its Buy rating on Ciena and lowered its price objective to $550 from $660, reflecting broader optical group multiple compression. Analysts Tal Liani and Tomer Zilberman said the stock has traded down sharply since last quarter's results, in sympathy with a broader optical de-rating driven by supply constraints limiting upside to fiscal 2026 revenue expectations.</p><p>Still, Liani and Zilberman said the http://www.streetinsider.com/Hot+List+Pro/Ciena+fiscal+Q3+preview%3A+Analysts+highlight+key+focus+areas+into+today%27s+earnings/27021135.html Thu, 03 Sep 2026 04:30:00 -0400 CIEN LITE META MSFT NVDA http://www.streetinsider.com/Investing/Meta+unveils+Muse+Spark+1.3+with+coding+improvements/27018558.html <p>Investing.com -- Meta Platforms (NASDAQ:META) released Muse Spark 1.3 today, with CEO Mark Zuckerberg announcing the update delivers frontier performance at low cost. The company said the release represents its largest improvement in coding and agentic work capabilities to date.</p><p>The model is now available through Muse Code and Meta's API. Zuckerberg said the company plans to release open weights versions in the near future.</p><p>Muse Spark 1.3 achieved a score of 98.5 on the MRCR 256K–512K benchmark and 98.1 on MRCR 512K–1M, the highest results in its comparison group for long-context understanding tests.</p><p>The model scored 75.4 on DeepSWE v1.1, 59.4 on http://www.streetinsider.com/Investing/Meta+unveils+Muse+Spark+1.3+with+coding+improvements/27018558.html Wed, 02 Sep 2026 15:36:16 -0400 META http://www.streetinsider.com/Corporate+News/Meta+unveils+Muse+Spark+1.3+with+coding+improvements/27018558.html <p>Investing.com -- Meta Platforms (NASDAQ:META) released Muse Spark 1.3 today, with CEO Mark Zuckerberg announcing the update delivers frontier performance at low cost. The company said the release represents its largest improvement in coding and agentic work capabilities to date.</p><p>The model is now available through Muse Code and Meta's API. Zuckerberg said the company plans to release open weights versions in the near future.</p><p>Muse Spark 1.3 achieved a score of 98.5 on the MRCR 256K–512K benchmark and 98.1 on MRCR 512K–1M, the highest results in its comparison group for long-context understanding tests.</p><p>The model scored 75.4 on DeepSWE v1.1, 59.4 on http://www.streetinsider.com/Corporate+News/Meta+unveils+Muse+Spark+1.3+with+coding+improvements/27018558.html Wed, 02 Sep 2026 15:36:16 -0400 META http://www.streetinsider.com/Rumors/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html (Updated - September 1, 2026 2:21 PM EDT) <p>Meta is switching to Slack because it says it's better for AI agents - Business Insider</p><ul><li>Meta is migrating to Slack for internal communications, a memo from AI chief Alexandr Wang says.</li><li> Meta said it's making the switch because Slack is the best tool for using AI agents.</li><li>Meta and Slack owner Salesforce declined to comment</li></ul> http://www.streetinsider.com/Rumors/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html Tue, 01 Sep 2026 14:21:13 -0400 CRM GOOGL META http://www.streetinsider.com/Rumors/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html (Updated - September 1, 2026 2:21 PM EDT) <p>Meta is switching to Slack because it says it's better for AI agents - Business Insider</p><ul><li>Meta is migrating to Slack for internal communications, a memo from AI chief Alexandr Wang says.</li><li> Meta said it's making the switch because Slack is the best tool for using AI agents.</li><li>Meta and Slack owner Salesforce declined to comment</li></ul> http://www.streetinsider.com/Rumors/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html Tue, 01 Sep 2026 14:21:13 -0400 CRM GOOGL META http://www.streetinsider.com/Rumors/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html (Updated - September 1, 2026 2:21 PM EDT) <p>Meta is switching to Slack because it says it's better for AI agents - Business Insider</p><ul><li>Meta is migrating to Slack for internal communications, a memo from AI chief Alexandr Wang says.</li><li> Meta said it's making the switch because Slack is the best tool for using AI agents.</li><li>Meta and Slack owner Salesforce declined to comment</li></ul> http://www.streetinsider.com/Rumors/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html Tue, 01 Sep 2026 14:21:13 -0400 CRM GOOGL META http://www.streetinsider.com/Trader+Talk/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html (Updated - September 1, 2026 2:21 PM EDT) <p>Meta is switching to Slack because it says it's better for AI agents - Business Insider</p><ul><li>Meta is migrating to Slack for internal communications, a memo from AI chief Alexandr Wang says.</li><li> Meta said it's making the switch because Slack is the best tool for using AI agents.</li><li>Meta and Slack owner Salesforce declined to comment</li></ul> http://www.streetinsider.com/Trader+Talk/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html Tue, 01 Sep 2026 14:21:13 -0400 CRM GOOGL META http://www.streetinsider.com/Trader+Talk/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html (Updated - September 1, 2026 2:21 PM EDT) <p>Meta is switching to Slack because it says it's better for AI agents - Business Insider</p><ul><li>Meta is migrating to Slack for internal communications, a memo from AI chief Alexandr Wang says.</li><li> Meta said it's making the switch because Slack is the best tool for using AI agents.</li><li>Meta and Slack owner Salesforce declined to comment</li></ul> http://www.streetinsider.com/Trader+Talk/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html Tue, 01 Sep 2026 14:21:13 -0400 CRM GOOGL META http://www.streetinsider.com/Trader+Talk/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html (Updated - September 1, 2026 2:21 PM EDT) <p>Meta is switching to Slack because it says it's better for AI agents - Business Insider</p><ul><li>Meta is migrating to Slack for internal communications, a memo from AI chief Alexandr Wang says.</li><li> Meta said it's making the switch because Slack is the best tool for using AI agents.</li><li>Meta and Slack owner Salesforce declined to comment</li></ul> http://www.streetinsider.com/Trader+Talk/Meta+is+switching+to+Slack+because+it+says+it%27s+better+for+AI+agents+-+Business+Insider/27012041.html Tue, 01 Sep 2026 14:21:13 -0400 CRM GOOGL META http://www.streetinsider.com/Trader+Talk/Meta+Disables+Cameras+on+Some+Tampered+Smart+Glasses+-+Semafor/27012038.html <p>Meta Disables Cameras on Some Tampered Smart Glasses - Semafor</p> http://www.streetinsider.com/Trader+Talk/Meta+Disables+Cameras+on+Some+Tampered+Smart+Glasses+-+Semafor/27012038.html Tue, 01 Sep 2026 14:14:17 -0400 META http://www.streetinsider.com/Trader+Talk/Meta%3A+Muse+voice+transcribe+available+via+Meta+model+API%2C+Meta+AI+for+Mac%2C+Muse+Code%3B+API+pricing+%3A%C2%A0%243.00+per+1%2C000+audio-minutes/27011631.html <p>Meta: Muse voice transcribe available via Meta model API, Meta AI for Mac, Muse Code; API pricing : $3.00 per 1,000 audio-minutes</p> http://www.streetinsider.com/Trader+Talk/Meta%3A+Muse+voice+transcribe+available+via+Meta+model+API%2C+Meta+AI+for+Mac%2C+Muse+Code%3B+API+pricing+%3A%C2%A0%243.00+per+1%2C000+audio-minutes/27011631.html Tue, 01 Sep 2026 13:01:15 -0400 META http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen+on+Meta+Platforms+Inc.+%28META%29%3A+%27When+does+Meta+overtake+Google+Search%3F%27/27010211.html <p>Bernstein SocGen Group analyst Mark Shmulik reiterated an Outperform rating and $800.00 price target on Meta Platforms Inc. (NASDAQ: META).</p><p>The analyst commented: "When does Meta overtake Google Search? Meta: the biggest AI winner in digital ads? Meta arguably has seen the largest impact from AI on ad growth and is on track to surpass Google Search this year. Excluding ‘other’ ad revenues including Maps and Gmail, we suspect Meta may already have caught up to Google Search. Unlike Search, where users explicitly signal intent, Meta must predict what content and ads users are most likely to engage with, making AI-driven http://www.streetinsider.com/Analyst+Comments/Bernstein+SocGen+on+Meta+Platforms+Inc.+%28META%29%3A+%27When+does+Meta+overtake+Google+Search%3F%27/27010211.html Tue, 01 Sep 2026 09:28:59 -0400 META http://www.streetinsider.com/General+News/When+will+Meta+overtake+Google+search+in+digital+ads%3F+Bernstein+weighs+in/27002402.html <p>Investing.com -- Bernstein believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Meta Platforms</span></span> (NASDAQ: META) is on course to overtake Google Search as the largest single destination for advertising dollars this year, powered by AI gains.</p><p dir="ltr">However, the firm added that it is e-commerce names, not the ad platforms, that are winning in the market.</p><p dir="ltr">"Meta arguably has seen the largest impact from AI on ad growth and is on track to surpass Google Search this year," analyst Mark Shmulik wrote. Excluding "other" ad revenues such as Maps and Gmail, Bernstein suspects Meta may already have caught up.</p><p dir="ltr">In the second quarter, the firm http://www.streetinsider.com/General+News/When+will+Meta+overtake+Google+search+in+digital+ads%3F+Bernstein+weighs+in/27002402.html Mon, 31 Aug 2026 09:50:09 -0400 AMZN GOOGL META http://www.streetinsider.com/General+News/When+will+Meta+overtake+Google+search+in+digital+ads%3F+Bernstein+weighs+in/27002402.html <p>Investing.com -- Bernstein believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Meta Platforms</span></span> (NASDAQ: META) is on course to overtake Google Search as the largest single destination for advertising dollars this year, powered by AI gains.</p><p dir="ltr">However, the firm added that it is e-commerce names, not the ad platforms, that are winning in the market.</p><p dir="ltr">"Meta arguably has seen the largest impact from AI on ad growth and is on track to surpass Google Search this year," analyst Mark Shmulik wrote. Excluding "other" ad revenues such as Maps and Gmail, Bernstein suspects Meta may already have caught up.</p><p dir="ltr">In the second quarter, the firm http://www.streetinsider.com/General+News/When+will+Meta+overtake+Google+search+in+digital+ads%3F+Bernstein+weighs+in/27002402.html Mon, 31 Aug 2026 09:50:09 -0400 AMZN GOOGL META http://www.streetinsider.com/General+News/When+will+Meta+overtake+Google+search+in+digital+ads%3F+Bernstein+weighs+in/27002402.html <p>Investing.com -- Bernstein believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Meta Platforms</span></span> (NASDAQ: META) is on course to overtake Google Search as the largest single destination for advertising dollars this year, powered by AI gains.</p><p dir="ltr">However, the firm added that it is e-commerce names, not the ad platforms, that are winning in the market.</p><p dir="ltr">"Meta arguably has seen the largest impact from AI on ad growth and is on track to surpass Google Search this year," analyst Mark Shmulik wrote. Excluding "other" ad revenues such as Maps and Gmail, Bernstein suspects Meta may already have caught up.</p><p dir="ltr">In the second quarter, the firm http://www.streetinsider.com/General+News/When+will+Meta+overtake+Google+search+in+digital+ads%3F+Bernstein+weighs+in/27002402.html Mon, 31 Aug 2026 09:50:09 -0400 AMZN GOOGL META http://www.streetinsider.com/Investing/When+will+Meta+overtake+Google+search+in+digital+ads%3F+Bernstein+weighs+in/27002402.html <p>Investing.com -- Bernstein believes <span itemscope="" itemtype="http://schema.org/Corporation"><span itemprop="name">Meta Platforms</span></span> (NASDAQ: META) is on course to overtake Google Search as the largest single destination for advertising dollars this year, powered by AI gains.</p><p dir="ltr">However, the firm added that it is e-commerce names, not the ad platforms, that are winning in the market.</p><p dir="ltr">"Meta arguably has seen the largest impact from AI on ad growth and is on track to surpass Google Search this year," analyst Mark Shmulik wrote. Excluding "other" ad revenues such as Maps and Gmail, Bernstein suspects Meta may already have caught up.</p><p dir="ltr">In the second quarter, the firm http://www.streetinsider.com/Investing/When+will+Meta+overtake+Google+search+in+digital+ads%3F+Bernstein+weighs+in/27002402.html Mon, 31 Aug 2026 09:50:09 -0400 AMZN GOOGL META