Cantor Fitzgerald sees $META as a major beneficiary of personal AI agents: As AI capabilities continue to advance, we think personal agents have the potential to emerge as the third S-curve in AI. Meta is well positioned to be a leading beneficiary of this theme with a competitive model specifically trained to lead in agentic tasks, a strong harness with a differentiated UX in Muse, and massive compute infrastructure that can help META scale personal agents rapidly into its user base ahead of competition. Believe the unit economics of Muse are being subsidized in the early days, but META has several paths to a profitable freemium model. Analyst: Deepak Mathivanan

CANTOR FITZGERALD JUST MORE THAN DOUBLED ITS BITMINE PRICE TARGET. $30.60 → $63.60 +107.8% Wall Street is starting to reprice BitMine. Something tells me this is only the beginning. $BMNR $ETH

Cantor Fitzgerald Initiates $TEM at Overweight, PT $80 Analyst comments: "TEM is an AI-powered precision medicine data company with most of its upside coming from a single correction: The Street values Data & Applications like a life sciences data vendor, although its growth and margins more closely resemble a platform business. Combined with diversified exposure to biopharma R&D and provider adoption, as well as five under-appreciated growth levers, we believe the risk/reward skews heavily to the upside. Tempus’ D&A segment is mispriced against the wrong peer group, in our view. While Dx trades in-line with its true peer group (6.6x 2028 EV/Revenue, per BLLN, CAI, GH, NTRA, and NEO), D&A does not. The market prices its 26% growth and 76% gross margin off decelerating staffing and hardware-heavy data-vendor peers (IQV, VEEV, TXG, and CERT at 6.1x) instead of the platform businesses whose growth and margin profile it actually matches (PLTR, SNOW, DDOG, and RDDT at 11.7x)." Analyst: Sarah James

$TSLA - CANTOR STAYS BULLISH ON TESLA AHEAD OF Q3 DELIVERIES Cantor Fitzgerald reiterated its Overweight rating and $485 price target on Tesla ahead of this week’s expected Q3 delivery update. Cantor forecasts 421,758 vehicle deliveries, below the 448,679 consensus, alongside roughly 15 GWh of energy-storage deployments. Tesla is also reportedly producing up to 1,000 Semi trucks per week, while a new Roadster reveal could come October 1.

$UNH | Cantor Fitzgerald 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗨𝗻𝗶𝘁𝗲𝗱𝗛𝗲𝗮𝗹𝘁𝗵 𝗚𝗿𝗼𝘂𝗽, PT $𝟰𝟵𝟱 Analyst sees survey support for improving 2027 margins and a multi-year margin recovery, though target margins may not return until 2028.