Meta Platforms, Inc.

The new AI model that Meta Platforms unveiled on April 8 reinforced JPMorgan's bullish stance on the company. The bank believes that this release will help restore investor confidence in Meta's AI strategy and expects its quotes to grow by more than 30%.

JPMorgan saw a signal for investors in Meta's new AI model. The bank advises buying 

CoreWeave, Inc.

Shares of artificial intelligence cloud computing provider CoreWeave jumped 7% on the premarket on April 9 before slowing slightly. Investors were reacting to the company's <a href="https://www.coreweave.com/news/coreweave-and-meta-announce-21-billion-expanded-ai-infrastructure-agreement">announcement of</a> an expanded partnership with Meta Platforms. Under the new deal, Meta will invest an additional approximately $21 billion in CoreWeave's AI cloud infrastructure, according to a company release.

CoreWeave shares jump after $21 billion deal with Meta

Costco Wholesale Corporation

Applied Digital Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: truce in doubt

Shares of social media giant Meta Platforms jumped more than 9% after the company<a href="https://about.fb.com/news/2026/04/introducing-muse-spark-meta-superintelligence-labs/"> unveiled</a> a new artificial intelligence model called Muse Spark. The model was the first development of Meta's new super-team, which Mark Zuckerberg has been <a href="https://oninvest.com/article/meta-sobiraet-komandu-dla-razrabotki-sverhrazuma-stanet-li-ona-liderom-ii-gonki">assembling</a> by poaching stellar talent from across the market. The ultimate goal of the unit is to create a superintelligence capable of surpassing humans.

Meta has unveiled a new AI model. Shares soared

Meta is forming an elite team of AI researchers and engineers to optimize powerful algorithms that keep users' attention on Facebook and Instagram, <a href="https://www.businessinsider.com/meta-builds-elite-ai-team-to-boost-facebook-instagram-algorithms-2026-4">writes</a> Business Insider, citing job openings and LinkedIn postings. The strengthening of recommendation systems is directly related to the company's advertising business, which remains a key source of its revenue.

Meta is assembling an elite AI team to strengthen its advertising business

Morgan Stanley

"It's time to buy Meta stock," Morgan Stanley analyst Brian Novak wrote in a note to clients. He estimated that the risks of social media regulation are exaggerated, and that advances in artificial intelligence and advertising tools could drive the stock up 45%. Meta shares are down 19% this year, but Wall Street is unanimously advising against selling them.

Morgan Stanley advises to buy Meta shares on the downturn. Why does he expect them to grow by 45%?

Nebius Group N.V.

The head of Nebius sees high-profile multi-billion dollar contracts with Meta and Microsoft as just "fuel" to build a core high-margin business

"Meta is a very demanding customer": Volozh on Nebius deals and industry bottlenecks

NVIDIA Corporation

Amazon.com, Inc.

Apple Inc.

Tesla, Inc.

Alphabet Inc.

Microsoft Corporation

The Magnificent Seven stocks cumulatively lost more than $850 billion in value over the week as the stock market sell-off hit the main beneficiaries of the AI rally particularly hard, Yahoo Finance <a href="https://finance.yahoo.com/news/magnificent-7-stocks-wipe-more-than-850-billion-in-value-as-stock-market-sell-off-hits-ai-winners-hard-213921360.html">writes</a>. Mag7 lost more than $330 billion on Friday alone, leading the <a href="https://oninvest.com/article/appetit-k-risku-ne-vyderzal-tumana-vojny-indeksy-ssa-na-minimume-s-avgusta">collapse</a>, the publication notes.

"The Magnificent Seven" lost $850 billion in value in a week. Who stayed in the black?

Unity Software Inc.

Argan, Inc.

Newsmax, Inc.

SIGA Technologies, Inc.

Zenas BioPharma, Inc.

Kodiak Sciences Inc.

Wave Life Sciences Ltd.

MillerKnoll, Inc.

Corebridge Financial, Inc.

Equitable Holdings, Inc.

Brown-Forman Corporation

Morning in New York: geopolitical turbulence will determine the course of trading

Arm Holdings plc

Following the announcement of the company's proprietary chip, several analysts immediately advised building a stake in its stock

Arm stock is advised to buy by 70% of Wall Street analysts. There have never been so many "bulls" before

Investors were spooked by the company's defeats in two courts at once about the harm of social media to young users

Meta's capitalization collapsed by $119 billion in one day. Are its shares still suitable for investment?

The high-profile case could have implications for social media and the technology sector as a whole