Meta Platforms will have to invest in new technology to avoid losing out on the AI video market: it will hit margins

OpenAI's new app has alarmed Wall Street. Whose stocks are at risk?

The company is in a good position to exceed revenue and earnings forecasts

Citi expects 'positive catalysts' in Meta report. Why is its stock a "top pick"?

NVIDIA Corporation

Tesla, Inc.

Tens of billions of dollars in infusions have become the norm for the AI industry

Nvidia to fund chips for Musk's xAI as part of $20 billion deal - Bloomberg

Apple Inc.

Meta Platforms, Inc.

Apple's first smartglasses won't be available until 2027 at the earliest

Apple has stopped work on the new Vision Pro to make AI glasses like Meta's

Alphabet Inc.

Everything you say to the chatbot will be used in targeting ads to you

Meta will use correspondence with its AI to personalize ads

Pinterest, Inc.

In the race for advertising budgets, a major - and unexpected - discovery could be Pinterest

Mizuho named three stocks that will benefit from the AI boom. The favorite could grow by 50%

Amazon.com, Inc.

To truly become a leader in AI devices, Amazon needs a technological breakthrough, according to Bloomberg.

Amazon showed off its updated AI devices. Will it be able to compete with Apple and Meta? 

CoreWeave, Inc.

At trading on September 30, CoreWeave quotes <a href="https://finance.yahoo.com/quote/CRWV/">soared</a> almost 16% to $141.9. This became their maximum since August 12, 2025. Investors bought CoreWeave securities on Tuesday amid Bloomberg's <a href="https://www.bloomberg.com/news/articles/2025-09-30/coreweave-inks-14-billion-meta-deal-in-latest-sign-of-ai-demand">report</a> that the company signed a $14.2 billion contract with Meta to provide cloud infrastructure for artificial intelligence.

CoreWeave shares soared 16% after the $14 billion deal with Meta was finalized

Unlike most AI startups, Meta is already successfully monetizing artificial intelligence, attributing 22% revenue growth in the second quarter of 2025 to it. In a<a href="https://s21.q4cdn.com/399680738/files/doc_financials/2025/q2/META-Q2-2025-Earnings-Call-Transcript.pdf"> call with investors</a> in July, Mark Zuckerberg listed six opportunities for business growth, five of which are utilitarian applications of AI. One of the potential utilization models, the creation of virtual influencers, involved the corporation in a high-profile scandal earlier this year. Oninvest takes a look at how Meta got out of it and what conclusions it drew.

Fake mirrors: how Meta didn't populate social networks with AI-influencers

Earlier, The Information and Reuters reported on Meta's negotiations with Google Cloud

Meta responded to reports about the possible use of Google's AI model in advertising

Bumble Inc.

Match Group, Inc.

The main trump card of Facebook's dating service is its free nature

Facebook has launched an AI matchmaker, challenging Bumble and Tinder

Kenvue Inc.

Nvidia announced the largest AI project in history with investments of up to $100 billion in OpenAI and the launch of 10 GW of computing power comparable to millions of GPUs. Against this backdrop, Bain &amp; Co. forecasts an $800 billion revenue shortfall for the industry by 2030: to cover infrastructure costs, companies must generate $2 trillion a year, but so far monetization of services has lagged behind costs. These and other topics are covered in our review of key events for the morning of September 23.