Susquehanna raises IBM PT to $256 from $235.

Meta Platforms (META.O) CEO Mark Zuckerberg said smart-glasses sales continue to grow rapidly and that, with the launch of Muse, the company expects paid subscriptions to rise.

Nikkei 225 fell 2.65% to 62,907.84, its lowest close since July 30, as risk-off sentiment weighed. InTouch Capital Markets said investors are questioning whether the latest round of AI company results are sufficient to support currently elevated valuations and ongoing large-scale investment in computing infrastructure. The firm added that renewed geopolitical concerns are amplifying pressure on growth-sensitive markets.