Northlake’s Market Cap and Style models produced new signals for February reflecting recent relative strength for small cap, mid cap, and value stocks amid improved economic data in the last couple of months. A weaker US dollar also helps these themes. As a result of updated recommendations, client strategies that use our models will shift […]
Meta Platforms (META): There are two big takeaways from Meta’s latest quarter: it showed AI is boosting growth in advertising, and it outlined the next spending wave. Ad impressions rose 18% while pricing rose 6%. Management attributed ad strength to clearer proof of results for advertisers, better ad targeting in feeds, and AI tools that […]
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