Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) - Introduction
(02:02) - Zeta Global (ZETA) Business Overview
(07:00) - Meta Muse and Consumer AI Agents
(11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators
(13:32) - Google and Apple's Position in the AI Agent Space
(17:05) - Meta's Potential Take-Rate Monetization Model
(20:50) - Amazon's Resistance to AI Commerce Interfaces
(24:22) - The Threat of AI Agents to Uber Eats Advertising
(33:54) - Small Cap of the Week: CI&T (CINT)
(41:10) - Costco (COST) Growth and Valuation Multiples
(45:29) - Cava (CAVA) and the Danger of Restaurant Stocks
(51:46) - Adobe (ADBE) Sell Decision and Executive Turnover
(56:18) - CrowdStrike (CRWD) Enters the "Palantir Zone"
(58:00) - AppLovin (APP) Shift and Episode Outro
Aria's YouTube: https://www.youtube.com/@QualityInvest5
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Subscribe to our newsletter and join our FREE chat community: emergingmoats.com
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Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
(00:00) - Introduction
(02:02) - Zeta Global (ZETA) Business Overview
(07:00) - Meta Muse and Consumer AI Agents
(11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators
(13:32) - Google and Apple's Position in the AI Agent Space
(17:05) - Meta's Potential Take-Rate Monetization Model
(20:50) - Amazon's Resistance to AI Commerce Interfaces
(24:22) - The Threat of AI Agents to Uber Eats Advertising
(33:54) - Small Cap of the Week: CI&T (CINT)
(41:10) - Costco (COST) Growth and Valuation Multiples
(45:29) - Cava (CAVA) and the Danger of Restaurant Stocks
(51:46) - Adobe (ADBE) Sell Decision and Executive Turnover
(56:18) - CrowdStrike (CRWD) Enters the "Palantir Zone"
(58:00) - AppLovin (APP) Shift and Episode Outro
Aria's YouTube: https://www.youtube.com/@QualityInvest5
*****************************************************
Subscribe to our newsletter and join our FREE chat community: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Matterfact has every podcast on Apple Podcasts and Spotify: 700K+ channels, 120M+ episodes.
The candid version is on a podcast,
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