DA Davidson analyst Jack Andrews said several data points in recent weeks lead him to believe that the total addressable market opportunity for Tableau (DATA) is being contested and/or eroded by more "heavyweight" enterprise software companies, including Google (GOOG), Microsoft (MSFT) and Workday (WDAY). Citing the continued rise of competition, Andrews reiterates a Neutral rating on Tableau and lowered his price target to $51 from $55.

Pre-earnings options volume in Alphabet Class A is 1.4x normal with calls leading puts 7:6. Implied volatility suggests the market is anticipating a move near 4.9%, or $7.65, after results are released. Median move over the past eight quarters is 6.6%.

Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.  1... To see the rest of the story go to thefly.com. See Story Here

Meta (META), Google (GOOGL), Snap (SNAP), and Amazon (AMZN) all benefit from the U.S.' ban of TikTok, The Washington Post's Will Oremus reports. Meta CEO Mark Zuckerberg criticized TikTok's Chinese roots in 2019, part of Meta's broader campaign, Oremus writes. Reference Link

Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here

Welcome to "#SocialStocks," The Fly's weekly recap of Wall Street's reactions to social media stock news.  TIK TOK BAN... To see the rest of the story go to thefly.com. See Story Here

Microsoft (MSFT) is scheduled to report results of the third quarter of its fiscal year 2024 after the market close on Thursday, April 25, with a conference call scheduled for 5:30 pm ET. What to watch... To see the rest of the story go to thefly.com. See Story Here

"Game On" is The Fly's weekly recap of the stories powering up or beating down video game stocks. NEW RELEASES: This... To see the rest of the story go to thefly.com. See Story Here

TikTok Policy issued the following statement on the enactment of "the TikTok Ban": "This unconstitutional law is a TikTok ban, and we will challenge it in court. We believe the facts and the law are clearly on our side, and we will ultimately prevail. The fact is, we have invested billions of dollars to keep U.S. data safe and our platform free from outside influence and manipulation. This ban would devastate seven million businesses and silence 170 million Americans. As we continue to challenge this unconstitutional ban, we will continue investing and innovating to ensure TikTok remains a space where Americans of all walks of life can safely come to share their experiences, find joy, and be inspired." Publicly traded companies in the social media space that compete with TikTok include Meta Platforms (META), Alphabet (GOOGL), Pinterest (PINS) and Snap (SNAP). Reference Link

Captivision announced its collaboration with Activision's Call of Duty: Mobile and Framework for the recent installation at the Framework in the Desert afterparty in Coachella Valley. Through this collaboration, Captivision delivered a unique media glass installation over the course of the festival. The collaboration marked the inception of a new area of strategic focus for Captivision dedicated to pushing boundaries and redefining the live entertainment experience. At Framework in the Desert, multiple freight container structures were unveiled that featured Captivision's media glass. This innovative installation served as the canvas for an inspiring display of imagery and content for all in attendance. The media presentation included assets from Activision's Call of Duty: Mobile and Framework, in addition to artwork and animations that enhanced the musical ambiance throughout the weekend.