Citi Downgrades Dropbox to Sell as AI Hopes Look Priced In
Citi argues Dropbox’s file, sync, and share business still lacks a path to sustained growth, making the current valuation unattractive.
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AI Agents Like Muse and Instinct Could Supercharge Twilio
Meta’s Muse and Instinct can act for users. Analysts say that could raise SMS, voice and WhatsApp volume for Twilio.
BofA Calls Stable iPhone Waits “Incrementally Positive”
Banks split on iPhone 18 Pro lead times. BofA calls stable-to-longer waits incrementally positive; UBS sees a slight demand lift. China is still weak.
Stifel Upgrades Microsoft to Buy as Azure and Copilot Get Back on Track
Analysts say Microsoft turned the corner, with Azure efficiency, 30 million Copilot seats, and better margins supporting mid-teens growth.
Shopify Lets Meta’s Muse Shop and Check Out With Shop Pay
Deutsche Bank argues the Meta Muse partnership calms fears that AI shoppers will bypass Shopify payments.
Morgan Stanley Downgrades Ericsson on Falling North America Sales and Margin Pressure
Ericsson shares fell after Morgan Stanley flagged a flat RAN market, a 5% drop in North America Networks sales, and rising component costs.