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9.65179983086537E-05 0.000101114093466099 0.000110306283781199 -0.000427436849652669 0.000101114093466099 0.00809583777622526 0.0049775710556311 0.00760194139059453
Stock impact report

Internet stocks seen outperforming in 2026 as AI enters ‘Synergy' phase: Cantor [Yahoo! Finance]

MercadoLibre, Inc. (MELI) 
Last mercadolibre, inc. earnings: 2/10 04:01 pm Check Earnings Report
Company Research Source: Yahoo! Finance
Analyst Deepak Mathivanan wrote that Cantor is entering the year “with a significantly more optimistic outlook for Global Internet stocks,” adding that AI is set to enter “the golden age of ‘Synergy' in the next 12–24 months.” Cantor believes revenue growth is on track to accelerate across many internet subsectors, driven by “compute unlocks, AI deployments, and value capture.” The firm highlighted that innovation at the AI model layer remains strong and that “the emergence of model segmentation by primary use case should help investors underwrite LT ROIC of capex with greater clarity.” Despite outperforming the Nasdaq by about nine points in 2025, Cantor's Internet coverage still trades “~20% below medium-term valuation ranges.” The analyst expects the group to outperform in 2026 “with positive estimate revisions and improving sentiment.” Mathivanan revealed the firm's top picks for the year include Meta and Alphabet, with GOOGL upgraded from Neutral to Overweight. In larg Show less Read more
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