TechCrunch
28 Oct 2026, 13:53 UTC · 1h ago
Meta has a new AI pet app called Waddle World
Impact · against what's priced in
Meta's launch of Waddle World is a localized test that does not yet shift the needle on its 13% revenue CAGR assumption. Microsoft's large-scale buyouts represent a material shift in cost structure or strategy, while Nvidia's Microduck sales provide a minor positive signal for consumer AI demand.
- MSFT−0.40
Not in the price yet
- In context
The offer of buyouts to approximately 60,000 employees is a significant headcount reduction not captured in the current valuation's focus on cloud and M365 growth.
What MSFT's price assumes · Sep 21
