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United StatesPalantir Technologies Carries Positive Earnings ESP Into Next Report
Palantir Technologies Inc. (PLTR) heads into its next quarterly earnings report with a positive Zacks Earnings ESP of +2.38% and a Zacks Rank #1 (Strong Buy), a combination that points to another possible earnings beat. The company has topped estimates by 15.47%, on average, over the last two quarters. In the most recent quarter, Palantir Technologies was expected to post earnings of $0.35 per share but reported $0.41 per share instead, a surprise of 17.14%. In the prior quarter, the consensus estimate was $0.29 per share while it actually produced $0.33 per share, a surprise of 13.79%. Zacks research shows that stocks combining a positive Earnings ESP with a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time.
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PLTR · Capital · Positive Palantir enters its next earnings report with a positive Zacks Earnings ESP of +2.38% and a Zacks Rank #1 (Strong Buy), pointing to a possible earnings beat.
United States▲
Deutsche Bank Sees Meta Muse Driving Up to $36.3 Billion in Sales by 2030
Deutsche Bank has laid out three scenarios for Meta Muse, forecasting that the product could generate $36.3 billion in sales by 2030 in its most optimistic case. The middle case projects about $10.7 million, while the base case puts revenue potential at roughly $2.4 billion. The forecasts were detailed on page seven of a Deutsche Bank note, and Yahoo Finance Executive Editor Brian Sozzi said he double-checked the top figure to confirm it was $36.3 billion and not $36.3 million. Sozzi noted Meta's stock has climbed roughly 23 to 24 percent over the past month on optimism about Muse, citing strong downloads and early use cases. He also discussed Meta's talent push, including the hiring of the former MongoDB chief executive, with a former Meta chief technology officer who said Mark Zuckerberg personally recruits key leaders.
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META · Capital · Positive Deutsche Bank's bullish scenario forecasts up to $36.3 billion in Meta Muse sales by 2030, an analyst valuation call on Meta.
DBK.XETRA · · Neutral Deutsche Bank is cited only as the author of the Meta Muse research note, with no impact on the bank itself.
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Deutsche Bank Sees Meta's Muse AI Agent Reaching Up to 8% of Revenue by 2030
Deutsche Bank analyst Benjamin Black estimates Meta's Muse AI agent could generate up to 8% of the company's revenue by 2030, roughly $36 billion in sales, with a lower-end forecast of $2.4 billion. Muse has already been downloaded more than 5.1 million times, according to Sensor Tower, and Meta has signed commerce deals with Shopify and PayPal. Meta also debuted the Muse Charm in late September, a standalone pocket device built exclusively for voice interaction with the Muse agent, and CEO Mark Zuckerberg showcased a shift toward "personal superintelligence" with the Meta VR Glasses, a 100-gram spatial computing device priced at $1,299 with 5K micro-OLED displays, tethered puck processing, and native eye and hand tracking. On the smart eyewear front, Meta launched the third-generation Ray-Ban Meta Gen 3 glasses starting at $249, alongside camera-free Ray-Ban Meta Audio glasses for open-ear listening and AI voice interaction. Meta's stock is up 25% inside of a month.
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META · Demand · Positive Deutsche Bank estimates Meta's Muse AI agent could reach up to 8% of revenue by 2030, with 5.1M downloads and commerce deals with Shopify and PayPal.
DBK.XETRA · Capital · Neutral Deutsche Bank analyst Benjamin Black issued the revenue estimate for Meta's Muse AI agent.
PYPL · Demand · Positive Meta signed commerce deals with PayPal for its Muse AI agent, potentially driving payment volume.
SHOP · Demand · Positive Meta signed commerce deals with Shopify for its Muse AI agent, potentially driving merchant activity.
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Guidewire Appoints Dan Brown as Chief Product Officer
Guidewire announced the appointment of Dan Brown as Chief Product Officer, reporting to Chief Executive Officer Mike Rosenbaum. Brown will lead Guidewire product strategy and execution, with a focus on embedding AI across the company's suite of core applications for global P&C insurers. He brings more than 25 years of enterprise software experience, joining from Celonis where he served as Chief Product Officer, and previously held the same role at Certinia after a 15-year tenure at Microsoft in product, R&D, and leadership positions. "Dan has a proven record of turning product vision into decisive market execution and rapid enterprise adoption," Rosenbaum said. Guidewire, which trades on the NYSE under GWRE, said more than 570 insurers in 44 countries rely on its products.
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GWRE · Technology · Positive Guidewire appoints Dan Brown as Chief Product Officer to lead product strategy with a focus on embedding AI across its P&C insurance applications.
United States
China
European UnionApple Rolls Out Redesigned Siri AI Beta as Q3 FY26 Revenue Hits $109.4 Billion
Apple has begun rolling out its redesigned Siri AI Beta, a centerpiece of the company's AI strategy under new CEO John Ternus, as it seeks to restore credibility in artificial intelligence after past delays to the Siri overhaul. The company reported $109.4 billion in revenue for its third quarter of fiscal 2026, up 16.4% from Q3 FY25, with diluted earnings per share rising roughly 29% to $2.02 and operating cash flows of $34.4 billion. Apple is also moving into enterprise servers powered by its planned M8 Ultra processors, which have not yet been released and carry a 2029 launch target with designs featuring either two or four M8 Ultra chips. The Siri AI Beta's initial geographic availability remains limited by regulatory hurdles in China and the European Union, where the beta is not accessible to users, and Apple continues to face App Store and digital markets legislation challenges that could reshape its services business. The stock has gained 29.51% over the past 52 weeks versus the S&P 500's 13.93%, giving Apple a $4.92 trillion market capitalization, while hedge fund ownership slipped marginally to 169 funds in the latest quarter from 170, with short interest below 1% and BlackRock the largest institutional stakeholder at 1.16 billion shares, or 7.97% ownership.
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AAPL · Capital · Positive Apple reported Q3 FY26 revenue of $109.4B, up 16.4%, with EPS up ~29% to $2.02.
AAPL · Technology · Positive Apple began rolling out its redesigned Siri AI Beta, a centerpiece of its AI strategy.
AAPL · Regulation · Negative Siri AI Beta is unavailable in China and the EU due to regulatory hurdles, and Apple faces App Store/digital markets legislation challenges.
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Wood Mackenzie Launches Microsoft Copilot Connector for Energy Intelligence
Wood Mackenzie announced that customers can now access its proprietary content, data and analytical capabilities directly within Microsoft Copilot. The new capability is built on the Model Context Protocol, an open standard that enables AI environments to dynamically discover and use external intelligence, and it connects Wood Mackenzie's research, datasets and analytical models to Copilot so energy and natural resource professionals can surface relevant intelligence without leaving their existing workflows. The intelligence surfaced through the integration is grounded in Wood Mackenzie's proprietary datasets, methodologies, models and analyst expertise, all enhanced by Synoptic, Wood Mackenzie's own application of AI. Bernardo Rodriguez, Executive Vice President and Chief Product & Technology Officer at Wood Mackenzie, said the integration means clients spend less time moving between systems and more time applying the insight that matters, and that it is the first step in a broader initiative. The integration is available now, with expanded data and analytical capabilities being introduced on a phased basis as additional datasets and models become MCP-ready.
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Wood Mackenzie · Technology · Positive Wood Mackenzie launched its Copilot Connector, connecting its proprietary energy data and analytics directly into Microsoft Copilot workflows.
MSFT · Technology · Positive Wood Mackenzie's new Copilot Connector extends Microsoft Copilot's ecosystem via the Model Context Protocol, adding energy-sector intelligence capabilities.