Ⓜ️ 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,... קרא עוד ←
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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פתח בטלגרם 🚀 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... קרא עוד ←
SpaceX revenue jumped 161% to $14.6 billion, with operating income of $2.8 billion. Its AI segment also reported $431 million in operating income, sending the stock... קרא עוד ←
1 תמונה
⚠️ AI Agents Reach Bank Accounts
According to Axios, JPMorgan, Bank of America, Wells Fargo and Morgan Stanley are dealing with unauthorized third-party AI agents accessing customer accounts. Some... קרא עוד ←
According to Axios, JPMorgan, Bank of America, Wells Fargo and Morgan Stanley are dealing with unauthorized third-party AI agents accessing customer accounts. Some... קרא עוד ←
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📉 Treasury Yields Fall as AI Sells Off
The 10-year Treasury yield dipped below 5% for the first time since September 23, touching 4.996%. It fell about 15 basis points on the day and is roughly 30... קרא עוד ←
The 10-year Treasury yield dipped below 5% for the first time since September 23, touching 4.996%. It fell about 15 basis points on the day and is roughly 30... קרא עוד ←
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📈 S&P 500 Earnings Concentration
Micron ($MU) and Nvidia ($NVDA) are expected to account for 36% of S&P 500 earnings growth in Q3 2026, contributing +5.2 and +4.6 percentage points to the index’s... קרא עוד ←
Micron ($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... קרא עוד ←
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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... קרא עוד ←
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... קרא עוד ←
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⚠️ US Warship Passage Draws Chinese Protest
Near Sabina Shoal, China said it tracked and monitored the USS Charleston on 20th October, calling the passage illegal without Chinese approval. The... קרא עוד ←
Near Sabina Shoal, China said it tracked and monitored the USS Charleston on 20th October, calling the passage illegal without Chinese approval. The... קרא עוד ←
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🛢 Oil Markets Trade on Rumors
Brent crude swung from $111.97 to $105.95 in three hours on one unconfirmed headline. WTI December futures made the same trip, falling from $101.37 to $95.25.
The report... קרא עוד ←
Brent crude swung from $111.97 to $105.95 in three hours on one unconfirmed headline. WTI December futures made the same trip, falling from $101.37 to $95.25.
The report... קרא עוד ←
1 תמונה