Morningstar's Grady Burkett highlights the new dynamics in an increasingly mobile-driven sector, the effect of Europe woes on key players, the hallmarks of durability among social media names, and more.
Morningstar's Rick Summer sees Facebook and Google dominating the Internet advertising market as Facebook finds better ways to monetize its massive user base.
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It's not just that another 1.44 billion shares of Facebook will become available for sale between now and November. Or that Facebook, with its stock down 50 percent, remains one of the better-performing social media stocks. A much bigger problem is confronting the social media world.