Cantor Fitzgerald analyst Youssef Squali said he "won't attempt to call the bottom" but identified his top five Internet and Media names to buy amid the recent market volatility, all of which have dominance in their respective markets, higher than peer level growth and valuations that he views as reasonable. Squali, who noted that he views concerns over macro risks and China to be overblown, called out Google (GOOG), Amazon (AMZN), Priceline (PCLN), Facebook (FB) and Alibaba (BABA) as having an attractive risk/reward given the selloff in recent sessions. The firm has Buy ratings on all five of the stocks named above.

After attending the virtual launch of Alimama's new site-wide, AI-enabled, and ROI-based ad tool, Morgan Stanley thinks the new tool will improve merchants' marketing efficiency. The analyst, who sees upside risk to Alibaba's take rate and room for top-line estimates to rise, has an Equal Weight rating and $85 price target on Alibaba shares.

Roth MKM analyst Rohit Kulkarni keeps a Buy rating and $205 price target on Amazon.com while noting that the firm's recent discussion with a 25-year veteran in e-commerce suggested that the company still has significant supply chain efficiencies to tap into. The firm hosted a webinar with an industry veteran who believes that the company will continue to tweak the regional distribution model and grow shipping efficiency, noting that Amazon.com still has over 20% of efficiencies left to gain, the analyst tells investors in a research note.

Advertising Analysts, along with experts from VaynerMedia, discuss 1Q ad spending trends across key platforms including Search (GOOG), Social (META PINS SNAP RDDT), CTV/Video (ROKU NFIX), Retail Media (AMZN) on an Analyst/Industry conference call to be held on April 17 at 2 pm.

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

Catch up on the weekend's top five stories with this list compiled by The Fly: 1. Salesforce (CRM) is in advanced talks to acquire Informatica (INFA) but the price being discussed is below Informatica's closing stock price of $38.48 as a result of the recent jump, Lauren Thomas, Laura Cooper and Dana Cimilluca of Wall Street Journal report, citing people familiar with the matter. 2. Apple (AAPL) denied violating a court order governing its App Store and urged a California federal judge to reject a request by "Fortnite" developer Epic Games to hold it in contempt, Reuters' Mike Scarcella reports. Apple made the arguments in a filing to U.S. District Judge Yvonne Gonzalez Rogers in Oakland, who presided over Epic's lawsuit in 2020 accusing Apple of violating antitrust law with its tight controls over how consumers download apps and pay for transactions within them. The Apple filing criticized what it called an attempt by Epic to make Apple's "tools and technologies available to developers for free." 3. Netflix (NFLX) is the forgotten tech giant - but its upcoming earnings report should help investors remember why they loved the stock in the first place, Paul R. La Monica writes in this week's edition of Barron's. The streaming-media leader was once part of the Nasdaq's FAANG club, an acronym traders used to describe Facebook parent Meta Platforms (META), Amazon.com (AMZN), Apple, Netflix, and Google owner Alphabet (GOOGL). But FAANG has since been replaced by the Magnificent Seven, a group that includes the four largest FAANGs, as well as Microsoft (MSFT), Nvidia (NVDA), and Tesla (TSLA)...and excludes Netflix. But with Netflix set to report its first-quarter earnings on April 18, investors shouldn't sleep on the stock, the author says. 4. A24's "Civil War" won this weekend's box office with a $25.7M debut, making it the biggest opening ever for A24. The dystopian action movie sports a B- CinemaScore, with the audience skewing heavily male - 73%. The debut is also the biggest for an R-rated movie this year. 5. Timken (TKR) saw a positive mention in this week's edition of Barron's.

"Box Office Battle" is The Fly's weekly roundup of what movies topped the weekend's box office. A24’s “Civil War”... To see the rest of the story go to thefly.com. See Story Here