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Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Demand for monitoring agents and the workloads they create will surge as agents proliferate. As AI adoption by enterprises accelerates, this sets up observability to benefit, highlighted Jefferies analysts in a note.

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Jefferies names top observability stocks as AI agents gain traction

Sat, 17 Oct 2026 04:00:00 -0400

Given this outlook, the firm likes Dynatrace (NYSE: DT), noting that it is “aided by Arize and a near-term path to acceleration as ARR converges with 20%+ consumption growth.”

DT is rated Buy at Jefferies with a new price target of $75 (raised from $65 previously).

The firm also names Datadog (NASDAQ: DDOG) as an observability company that is “executing well and favorably positioned to expand with its 750+ AInative customers.”

Meta Platforms (META) call put ratio 1.2 calls to 1 put

Fri, 16 Oct 2026 11:29:28 -0400

Meta Platforms (NASDAQ: META) October 23 weekly call option implied volatility is at 61, November is at 42; compared to its 52-week average of 24 to 57. Call put ratio 1.2 calls to 1 put into the expected release of quarter results after the bell on October 21.

OpenAI and Meta warn U.S. judicial panel about deepfake evidence

Thu, 15 Oct 2026 14:16:22 -0400

Investing.com -- Representatives from OpenAI and Meta Platforms told a federal judicial panel on Thursday that AI-generated deepfakes have become so advanced that verifying the authenticity of audio and video evidence in court will grow more difficult.

The technology experts presented their concerns at a meeting in Boston of the US Judicial Conference's Advisory Committee on Evidence Rules. The committee has been working for three years on how to address the risks of fabricated AI-generated evidence in courtrooms.

Shira Anderson, policy counsel at OpenAI, told the committee that AI images continue to improve in quality. She said she does

OpenAI and Meta warn U.S. judicial panel about deepfake evidence

Thu, 15 Oct 2026 14:16:22 -0400

Shira Anderson, policy counsel at OpenAI, told the committee that AI images continue to improve in quality. She said she does

Meta releases Muse Spark Open, an 816B-parameter AI model

Thu, 15 Oct 2026 13:15:19 -0400

Meta Platforms (NASDAQ: META) released Muse Spark Open, described as the open-weights version of its Muse Spark model, according to a company statement.

The model features an 816-billion-parameter sparse mixture-of-experts architecture that activates approximately 42 billion parameters per token.

Meta said Muse Spark Open brings agentic capabilities to desktop for the first time on Apple M5 Ultra Mac Studios. The model is available through API platforms including Baseten, Fireworks AI, Groq, Modal, Nebius, OpenRouter, and Together AI.

Model weights are available for download on Amazon SageMaker AI, Google Cloud Model Garden, Hugging Face, and Microsoft Foundry Models.

Meta is releasing the weights under its

Meta releases Muse Spark Open, an 816B-parameter AI model

Thu, 15 Oct 2026 13:15:19 -0400

Meta Platforms (NASDAQ: META) released Muse Spark Open, described as the open-weights version of its Muse Spark model, according to a company statement.

The model features an 816-billion-parameter sparse mixture-of-experts architecture that activates approximately 42 billion parameters per token.

Model weights are available for download on Amazon SageMaker AI, Google Cloud Model Garden, Hugging Face, and Microsoft Foundry Models.

Meta is releasing the weights under its

Zuckerberg's awkward beer sip goes viral on podcast

Thu, 15 Oct 2026 05:21:24 -0400

Investing.com -- Meta Platforms CEO Mark Zuckerberg became the subject of online attention this week after a video clip showed him making an unusual facial expression while drinking Guinness during a podcast appearance.

The 42-year-old appeared on "Cheeky Pint," a podcast hosted by Stripe co-founder John Collison, alongside Meta AI executive Alexandr Wang. In the clip, Zuckerberg took a sip of the Irish stout and made a face that viewers compared to various unpleasant experiences.

The moment placed Zuckerberg among other executives who have had awkward public eating and drinking moments, including a McDonald's CEO who struggled with his own company's burger.

"That's

Form 4 Meta Platforms, Inc. For: Oct 12 Filed by: Olivan Javier

Wed, 14 Oct 2026 18:21:00 -0400

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Meta expands WhatsApp utility with non-account guest calling features

Wed, 14 Oct 2026 11:31:23 -0400

Investing.com -- Meta Platforms Inc (NASDAQ:META) has expanded WhatsApp’s business utility by enabling guest calling capabilities, allowing non-account holders to join end-to-end encrypted voice and video calls at no cost. The strategic update directly targets competitive friction points in the digital communications market by eliminating time limits, account registration requirements, and software download barriers for invitees.

Under the new functionality, WhatsApp account holders can generate call links to host 1:1 or group sessions supporting up to 32 participants. Non-users can access these calls directly through desktop browsers after host approval, accessing core collaborative features such as

Meta expands WhatsApp utility with non-account guest calling features

Wed, 14 Oct 2026 11:31:23 -0400

Meta expands WhatsApp utility with non-account guest calling features

Wed, 14 Oct 2026 11:31:23 -0400

Meta expands WhatsApp utility with non-account guest calling features

Wed, 14 Oct 2026 11:31:23 -0400

Meta expands WhatsApp utility with non-account guest calling features

Wed, 14 Oct 2026 11:31:23 -0400

Meta expands WhatsApp utility with non-account guest calling features

Wed, 14 Oct 2026 11:31:23 -0400

Guggenheim lifts Meta target as Muse usage builds

Wed, 14 Oct 2026 09:06:16 -0400

Investing.com -- Guggenheim raised its price target on Meta Platforms to $850 from $700 in a note to clients on Wednesday, pointing to higher 2027 estimates and early traction for the company’s Muse AI agent.

Analyst Michael Morris told investors that Muse’s usage trajectory and engagement depth are “the primary swing factor for sentiment heading into the 3Q call.”

Muse reached 1.3 million daily active users through five weeks, up from 0.3 million in its first week, according to Apptopia.

Even so, that represents less than 0.05% of Meta’s 3.6 billion daily users, and Morris expects management to prioritize scaling usage

Guggenheim lifts Meta target as Muse usage builds

Wed, 14 Oct 2026 09:06:16 -0400

Analyst Michael Morris told investors that Muse’s usage trajectory and engagement depth are “the primary swing factor for sentiment heading into the 3Q call.”

Muse reached 1.3 million daily active users through five weeks, up from 0.3 million in its first week, according to Apptopia.

Even so, that represents less than 0.05% of Meta’s 3.6 billion daily users, and Morris expects management to prioritize scaling usage