Piper Sandler downgrades $NKE to Neutral ($50 PT). Key concerns: 👟 Lack of innovation to fill the "Classics" void. 🧘♂️ Saturated athleisure market at "peakish" levels. 🏃♂️ Approaching tough year-over-year comps in running. Piper thinks $NKE still is not "cheap."
Zeta Global (ZETA) is an omnichannel data-driven cloud platform that provides consumer intelligence and marketing automation software. Major Products: The Zeta Marketing Platform (ZMP) and Zeta Alpha (its Generative AI orchestration layer). Core Asset: A proprietary Identity Graph containing over 245 million unique U.S. consumer profiles and trillions of intent signals. The "Moat": Unlike "wrap-around" AI companies, Zeta owns the underlying data (1st party) and the act
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