$Meta Platforms, Inc.(META)$ (Morgan Stanley Overweight, target price $775 (new)) Meta Platforms (META) — this forward-looking strategy research report was published on June 2, 2026. Morgan Stanley named META its Top Pick, with a target price of 775, implying roughly ~30% upside versus the current price of 600.47 📈 Closed up at 622.98 (+4.2%, previous close 597.63) The market currently assigns META roughly a 30% valuation discount relative to $Alphabet(GOOGL)$ (NTM P/E discount of about -8.7x, deviating nearly 2 standard deviations from the historical average of -0.4x). Morgan Stanley believes this discount severely underestimates the moat the company is building.

$Broadcom(AVGO)$ AI order backlog $30B+, visibility extending to 2028, but gross margin pressure triggers after-hours plunge of over 13% Broadcom (AVGO) suffered a sharp setback in after-hours trading following its earnings release 📉 Closed down at 479.23 After-Hrs: $413.21 (-13.78%) Q3 guidance overall slightly beat market expectations, but the gross margin guidance came in significantly below expectations, becoming the main source of selling pressure in the market.

$IREN Ltd(IREN)$ $TeraWulf Inc.(WULF)$ $Bitfarms Ltd.(BITF)$ $APPLIED DIGITAL CORP(APLD)$ $Bitdeer Technologies Group(BTDR)$ $Galaxy Digital Holdings Ltd.(GLXY)$ 9d02fd7207674dd08f5de73018f2a467.png

$GameStop(GME)$ stock rose 12% after the company released its earnings report for the fourth quarter of fiscal year 2025. Despite a significant revenue drop, the company exceeded analysts' expectations for EPS and announced that the board unanimously approved an updated investment policy, incorporating Bitcoin as a treasury reserve asset.Adjusted EPS: $0.29, far exceeding the analyst consensus of $0.09, beating expectations by $0.20.Revenue: $128 million, down significantly from $179 million in the same period last year, and missed expected $150 million.Net Profit: $131.3 million, doubling from $63.1 million last year.Cash Flow: $477 million, a significant increase from $120 million a year ago, thanks to stock issuance.While GameStop's revenue sign

At today’s CES conference, NVIDIA CEO Jensen Huang announced three major collaborations, further solidifying the company's core position in autonomous driving and AI computing. These partnerships quickly triggered a strong response in the stock markets, with the stocks of the collaborating companies seeing significant gains, once again validating the powerful impact of the " $NVIDIA(NVDA)$ Effect."Some are saying that Huang has already pointed us to which companies to invest in at CES. Let’s take a look at NVIDIA’s investment universe!1. $Aurora Innovation(AUR)$ jumps 30% on accelerating commercialization of autonomous trucksNVIDIA announced a partnership with Aurora to drive the large-scale deployment of