📊 A High-Stakes Week for Markets
The Fed, Big Tech earnings, U.S. inflation data and the Bank of Japan will all set the tone in the same week. With AI spending concerns growing and inflation rising... Читати далі →
Venture Capital
@ventureThe official channel of V3V Ventures. We share updates on our investments, portfolio companies, and fund activities. Buy Ads: @strategy (this is our only account).
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Відкрити в Telegram Two Elections, One Oil Tradeoff
Two elections over the next 10 days could move trillions in global markets. Israel votes on October 27, followed by US midterms on November 3. Both could shape the next... Читати далі →
Two elections over the next 10 days could move trillions in global markets. Israel votes on October 27, followed by US midterms on November 3. Both could shape the next... Читати далі →
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Ⓜ️ Meta’s AI Spending Turns Cash Flow Negative
Meta’s free cash flow turned negative for the first time since its 2012 IPO year, reaching -$2.12B in Q3 versus +$10.63B a year ago. Capex hit $34.91B,... Читати далі →
Meta’s free cash flow turned negative for the first time since its 2012 IPO year, reaching -$2.12B in Q3 versus +$10.63B a year ago. Capex hit $34.91B,... Читати далі →
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🚀 SpaceX’s AI Profitability Test
SpaceX revenue jumped 161% to $14.6 billion, with operating income of $2.8 billion. Its AI segment also reported $431 million in operating income, sending the stock... Читати далі →
SpaceX revenue jumped 161% to $14.6 billion, with operating income of $2.8 billion. Its AI segment also reported $431 million in operating income, sending the stock... Читати далі →
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⚠️ AI Agents Reach Bank Accounts
According to Axios, JPMorgan, Bank of America, Wells Fargo and Morgan Stanley are dealing with unauthorized third-party AI agents accessing customer accounts. Some... Читати далі →
According to Axios, JPMorgan, Bank of America, Wells Fargo and Morgan Stanley are dealing with unauthorized third-party AI agents accessing customer accounts. Some... Читати далі →
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📉 Treasury Yields Fall as AI Sells Off
The 10-year Treasury yield dipped below 5% for the first time since September 23, touching 4.996%. It fell about 15 basis points on the day and is roughly 30... Читати далі →
The 10-year Treasury yield dipped below 5% for the first time since September 23, touching 4.996%. It fell about 15 basis points on the day and is roughly 30... Читати далі →
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📈 S&P 500 Earnings Concentration
Micron ($MU) and Nvidia ($NVDA) are expected to account for 36% of S&P 500 earnings growth in Q3 2026, contributing +5.2 and +4.6 percentage points to the index’s... Читати далі →
Micron ($MU) and Nvidia ($NVDA) are expected to account for 36% of S&P 500 earnings growth in Q3 2026, contributing +5.2 and +4.6 percentage points to the index’s... Читати далі →
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🚀 SpaceX Clears Its IPO Price
SpaceX is above its IPO price after 90 trading days, unlike Facebook at the same point. The company’s roughly $75 billion IPO priced shares at $135, and the stock closed... Читати далі →
SpaceX is above its IPO price after 90 trading days, unlike Facebook at the same point. The company’s roughly $75 billion IPO priced shares at $135, and the stock closed... Читати далі →
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