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Uber and Lyft know they have to raise prices in order to turn a profit. Neither of them wants to make the first move.
"Uber and Lyft appear to have settled into a ~60/40% share split, which we expect should be support…
Graham Rapier  Â
JEFFERIES: Snap's app redesign could backfire
Thill has spent time with the redesigned app and doesn't think the separation of branded and person…
Seth Archer  Â
Twitter soars 15% - to best level since July - after earnings beat
Revenue jumped 18% year-over-year to $787 million despite the number average monthly users decreasi…
Arjun Reddy  Â
Facebook is gaining ground ahead of Zuckerberg's testimony
Zuckerberg is scheduled to appear before a joint hearing of the Senate Judiciary and Commerce commi…
Jonathan Garber  Â
'A key beneficiary of shelter-in-place and work from home': Here's what 4 analysts are saying ahead of Amazon's quarterly earnings
"eCommerce has seen significant tailwinds from the ongoing COVID-19 pandemic, with Amazon likely on…
Carmen Reinicke  Â
Amazon is the 'gold standard' when it comes to cloud computing
"With 9K in attendance, we note this regional event has now reached the same scale as where re:Inve…
Graham Rapier  Â
Twitter surges after being added to the S&P 500
Shares of Twitter gained more than 4% in early trading Tuesday after S&P Global announced the s…
Graham Rapier  Â
Snap is plunging after its CFO leaves for the 2nd time in 8 months
"In his first two quarters Stone laid out financial guidance and seemed to be focused on being prud…
Rebecca Ungarino  Â
Twitter closes at a 3-year high
Shares got off to a red-hot start in 2018, rallying more than 50% by the middle of March. That move…
Jacob Sonenshine  Â
Snap spikes to its best level in more than 7 months
Despite the caution, Snap appears to be recovering from a period of volatility which included a sig…
Arjun Reddy  Â
Facebook is set to jump at the open
"As we model out into '20 we see EPS growth accelerating into high teens and model $10+ in EPS in '…
Jonathan Garber  Â
Snap's 110% moonshot this year still isn't enough to get Wall Street rooting for it
At least one firm was particularly optimistic heading into the report. Stephen Ju, an analyst at Cr…
Rebecca Ungarino  Â
Yelp is crashing after missing big on earnings and warning of slower growth ahead
"While the shift to non-term advertising has opened our sales funnel, it has also made our results …
Jonathan Garber  Â
Snap spikes after Wall Street's most bearish analyst becomes its most bullish
The upgrades follow a period of significant volatility for Snap, which saw more than 10 direct repo…
Arjun Reddy  Â
Salesforce will likely end its $5 billion buying spree this year, but its rivals won't
Still, Salesforce is likely going to continue to make smaller deals aimed at boosting its artificia…
Eugene Kim  Â
Snap tumbles below $8 for the first time after analyst says Instagram is 'irreversibly' hurting the company
The declining user trend is a huge problem for Snap as its survival as a social-media platform depe…
Ethel Jiang  Â
Analysts break down the complicated impact on YouTube of the coronavirus, which is a 'double-edged sword' for the video platform's business
Rippey estimated that ad spend from brands most vulnerable to the effects of the outbreak could dro…
Dan Whateley  Â
The majority owner of Tinder and Match is the 'unsung hero of the internet'
"We continue to believe that Tinder remains in the early innings of monetization. Industry tailwind…
Ethel Jiang  Â
An 'attractive entry point': Wall Street is doubling down on Facebook
The Street believes the selloff that occurred in the wake of the Cambridge Analytica scandal, which…
Kimberly Chin  Â
Instagram will become a $14 billion business for Facebook this year, analyst says
In July, Facebook warned shareholders in its second-quarter earnings report that it expected revenu…