Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE
1 hour 4 minutes Posted Sep 25, 2026 at 8:00 am.
PM EST. This week we discussed:
) Introduction
) Zeta Global (ZETA) Business Overview
) Meta Muse and Consumer AI Agents
) Airbnb, Expedia, and the Threat to Online Travel Aggregators
) Google and Apple's Position in the AI Agent Space
) Meta's Potential Take-Rate Monetization Model
) Amazon's Resistance to AI Commerce Interfaces
) The Threat of AI Agents to Uber Eats Advertising
) Small Cap of the Week: CI&T (CINT)
) Costco (COST) Growth and Valuation Multiples
) Cava (CAVA) and the Danger of Restaurant Stocks
) Adobe (ADBE) Sell Decision and Executive Turnover
) CrowdStrike (CRWD) Enters the "Palantir Zone"
) AppLovin (APP) Shift and Episode Outro
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1:04:31
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Show notes
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at
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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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