Episode Details
Back to EpisodesMeta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE
Description
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) - Introduction
(02:02) - Zeta Global (ZETA) Business Overview
(07:00) - Meta Muse and Consumer AI Agents
(11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators
(13:32) - Google and Apple's Position in the AI Agent Space
(17:05) - Meta's Potential Take-Rate Monetization Model
(20:50) - Amazon's Resistance to AI Commerce Interfaces
(24:22) - The Threat of AI Agents to Uber Eats Advertising
(33:54) - Small Cap of the Week: CI&T (CINT)
(41:10) - Costco (COST) Growth and Valuation Multiples
(45:29) - Cava (CAVA) and the Danger of Restaurant Stocks
(51:46) - Adobe (ADBE) Sell Decision and Executive Turnover
(56:18) - CrowdStrike (CRWD) Enters the "Palantir Zone"
(58:00) - AppLovin (APP) Shift and Episode Outro
Aria's YouTube: https://www.youtube.com/@QualityInvest5
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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