Polish online marketplace Erli has launched a legal challenge against rival Allegro, accusing the e-commerce giant of anti-competitive pricing policies that allegedly force sellers to raise prices across the internet, potentially harming consumer choice.
As Berkshire Hathaway enters a new era under Greg Abel, analysts question a notable omission from its tech holdings: Meta Platforms. Despite boasting one of the world's widest economic moats, the social media giant never made the cut for Warren Buffett.
In a significant vote of confidence, investment firm C WorldWide Group has substantially increased its stake in MercadoLibre, the dominant e-commerce and fintech platform in Latin America, amid regional economic shifts and competitive challenges.
With a market cap nearing $2 trillion, Meta Platforms is leveraging massive AI investments to drive user engagement and ad revenue, positioning itself as a prime candidate to join the elite $3 trillion valuation club alongside tech titans like Nvidia and Microsoft.
While the AI sector is crowded with high-flyers, Meta Platforms presents a unique value proposition. Trading at a reasonable valuation, the social media behemoth's heavy investments in AI research and development could unlock its next major growth phase.
Investment firms Evercore ISI and Needham raise ratings and price targets for AppLovin, citing a surge in projected e-commerce revenue as a key growth driver for the mobile advertising platform.
A subtle but notable adjustment in analyst models for SKYX Platforms (SKYX) has pushed its fair value estimate slightly higher, reflecting a recalibrated balance between growth potential and perceived risk. While core assumptions remain steady, the move signals evolving sentiment on the company's trajectory.
Despite robust revenue growth in 2025, Meta Platforms' stock underperformed the market. With a strategic pivot towards high-return AI investments and new advertising frontiers, analysts see the social media giant as attractively valued for a potential comeback this year.
Snowflake CEO Sridhar Ramaswamy addresses investor fears that AI will disrupt traditional software firms, arguing data platforms are uniquely positioned for growth as his company announces a major new deal with OpenAI.
Once left for dead after a 95% stock collapse, Jumia Technologies AG is staging a remarkable comeback. A locally-focused strategy, a vast pickup station network, and a blockbuster Black Friday in Lagos signal the African e-commerce pioneer may finally be on a path to sustainable growth, even as it faces competition from global giants.
Citigroup reaffirms its bullish stance on AppLovin (APP), highlighting the rapid adoption of its Axon platform by e-commerce clients and improved customer quality as key growth drivers, with a price target of $820.
Investment firm Evercore ISI initiates coverage on AppLovin (APP) with an Outperform rating and an $835 price target, highlighting the mobile advertising platform's strategic expansion into e-commerce as a key growth driver.
Keefe Bruyette & Woods raises its price target on Riot Platforms (RIOT) to $23, citing a new long-term agreement with AMD that provides revenue visibility and supports the company's high-performance computing strategy.
As AI agents evolve from research assistants to fully autonomous shoppers, e-commerce giants face an existential challenge: adapt their platforms or risk becoming mere backend fulfillment for a new generation of AI-driven marketplaces.
Shopify's shares have faced sustained pressure, declining across multiple timeframes and prompting investors to scrutinize its premium valuation against a backdrop of shifting market dynamics and intensifying competition.
Polish online marketplace Erli has filed a lawsuit against dominant rival Allegro, alleging the platform abuses its market power to pressure sellers into maintaining higher prices on competing sites. Allegro denies the accusations, stating its seller benefit programs are voluntary.
Fox Corporation surpassed Wall Street's revenue and profit forecasts for the fourth quarter of 2025, driven by resilient advertising demand for its core news and sports programming and accelerating growth from its digital streaming services, Tubi and Fox One.
As Global-E Online's stock hovers near 52-week lows, a deep dive into its valuation reveals a complex picture. While a discounted cash flow model suggests the shares are fairly priced, its premium price-to-sales multiple tells a different story, leaving investors to weigh growth potential against current metrics.
Aubrey Capital Management has completely exited its position in MercadoLibre, a move that highlights shifting investor sentiment amid the company's margin pressures and intensifying regional competition.
The Internal Revenue Service is set to enforce stricter income reporting requirements for users of popular payment apps starting in 2025, lowering the threshold for what constitutes taxable activity in the gig and digital marketplace economy.
