Wedbush highlights Microsoft, Alphabet, Nvidia, Meta Platforms, Palantir Technologies, and Tesla as top tech picks for the second half of 2025, emphasizing a bullish outlook for AI.

Peggy Alford, diretora da Meta Platforms, vendeu 518 ações ordinárias Classe A em 01.08.2025, totalizando US$ 394.094. A venda ocorreu sob um plano de negociação Regra 10b5-1 adotado em 27.11.2024. Após a transação, Alford ainda detém 4.106 ações através do Alford Family Revocable Trust. A Meta reportou crescimento de receita e lucro, impulsionado pela recuperação de preços de publicidade e aumento do engajamento, além de parcerias com startups de IA como Pika e Higgsfield. A Amazon também superou expectativas de receita no segundo trimestre de 2025.

A California jury ruled Meta violated state privacy laws by collecting private menstrual health data from Flo app users without consent. The class-action lawsuit, filed in 2021, named Meta, Google, and ad analytics firms AppsFlyer and Flurry as defendants. Google settled the case in July 2025, while Flo reached a settlement earlier that year. Meta disputed the verdict, claiming it never accessed Flo user data.

Meta is piloting AI-assisted interviews, allowing candidates to use tools like coding assistants during evaluations, signaling a shift toward real-world developer environments. This trend, supported by companies like Cluely, redefines talent assessment in the AI-integrated workforce, raising ethical and practical questions about the role of AI in hiring.

Meta Platforms is projected to reach a $3 trillion market cap by 2029, driven by AI advancements, digital advertising growth, and expansion into virtual reality. The company's stock has surged 33% this year, with revenue rising 22% in Q2 2025. Analysts predict a 53% stock price increase to reach $3 trillion, supported by AI-driven efficiency gains and a captive user base of 3.48 billion.