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● Meta Platforms slid on Friday as reports of a New MexicoJuryverdict against the company landed during a broader post-Muse profit-taking day.
● A Goldman Sachs note questioning whether heavy AICapitalspending will pay off added to profit-taking pressure on Meta after a blockbuster week.
● Meta Platforms fell on Friday in a pullback that looked like classic profit-taking, but still closed out a blockbuster week powered by its Muse AI agent launch.
● Alphabet announced Project Suncatcher, an experimental plan to put AI computing into orbit using SpaceX launches, making it one of the most talked-about stocks of the session.
● Alphabet ticked up slightly as megacap technology stocks did much of the lifting across Wall Street, with commentary describing the group as back in favour with investors.
● GoDaddy soared on Thursday after reports said Gen Digital had made an earlyTakeoverapproach, and the stock remained one of the most talked-about names on Friday.
● CoreWeave extended a week-long sell-off across AI cloud providers after Redburn initiated coverage of the stock at Sell, citing execution-risk concerns.
● CoreWeave slid even as theNasdaqComposite posted a strong session, standing out as one of the neocloud group's most visible casualties this week.
● Faraday Future shares rocketed to about $1.62 with no reportedEarningsrelease, vehicle delivery update, financing news or analyst action to explain the move.
● Comcast slipped after KeyBanc downgraded the stock to Underweight with an $18 price target, citing concerns about broadband and theme parks.
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