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Why Twitter Can't Be Facebook

With lower user time spent on its platform and user data collected, Twitter's ad revenue has constraints versus Facebook, and investors should moderate their expectations.

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Jeremy Glaser: For Morningstar, I'm Jeremy Glaser.

Twitter shares are soaring after better-than-expected second-quarter results. I'm here with Rick Summer, an equity strategist at Morningstar, for his take.

Jeremy Glaser does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.