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The US stock market is now 63% of global market cap, up from 60.5% at the beginning of the year. The next biggest market is...Japan at 5.6%.
$META to Build its Largest $10B AI Optimized Data Center in Louisiana
CHIPOTLE RAISES MENU PRICES AT ABOUT 20% OF STORES Truist just raised its price target on Chipotle $CMG up to $74 from $72 while maintaining its buy rating calling out increasing menu prices from a “position of strength”
$AMZN Invent 2024 konferansında Amazon, Nova adını verdiği, çok modlu yapay zeka modellerinden oluşan yeni bir ürün ailesini tanıttı. Nova, metin, görüntü ve video işleme gibi çeşitli alanlarda güçlü yapay zeka çözümleri sunarak, Amazon’un yapay zeka sektöründe rekabetçi bir…
$META at $330 entering 2022: - 38x eventual 2022 earnings - intense downward profit revisions - negative Y/Y profit growth $META over $600: - 23x forward earnings - intense upward profit revisions - Should compound EPS at ~15% over next 2 years. Stock price does not tell you if…
Meta Platforms $META is seeking as much as 4 gigawatts of new nuclear energy to run data centers and support the 🇺🇸 electric grid, starting in the early 2030s - Bloomberg
Taiwan electronics giant Quanta still sees nonstop orders for AI servers, with not even a hint of interruption amid rumors of overheating Nvidia chips or other faulty parts, Quanta Cloud President Mike Yang said, media report, adding those worried about AI demand peaking in 2025…
$OKTA Q3 EPS $0.67 vs $0.58 Est Revenue $665M vs $649.74M Est GUIDANCE: Q4 2025 EPS $0.73-$0.74 vs $0.67 Est Q4 2025 revenue $667-669M vs $650.7M Est FY2025 EPS $2.75-$2.76 vs $2.61 Est FY2025 revenue $2.595-2.597B vs $2.563B Est
$MRVL Q3 EPS $0.43 vs $0.41 Est Revenue $1.52B vs $1.45B Est GUIDANCE: Q4 2025 EPS $0.59 +/- $0.05 vs $0.52 Est Q4 2025 revenue $1.8 B +/- 5%. vs $1.646B Est
If you’re unfamiliar with the term “Tender Offer,” here’s a brief explanation:👇 A tender offer means SpaceX might buy back shares from private shareholders at a valuation of $350 billion. This can provide liquidity to investors or employees and refine ownership stakes,…
*SPACEX DISCUSSES TENDER OFFER AT ROUGHLY $350 BILLION VALUATION
NEWS: Tesla has reduced the lease pricing for the Cybertruck in the U.S. by up to 13%, applying to both the AWD and Cyberbeast models. New starting lease prices: • AWD: $899/month (10% decrease) • Cyberbeast: $999 (13% decrease) All other details are the same as before.
NEWS: Tesla is sending out invitations to people in the Miami area to join the company at Art Basel on December 7th to see the Cybercab.
Elon is spending Thanksgiving with Trump tonight in Florida.
OPTIMUS CAN NOW CATCH Tesla $TSLA just showed off some new abilities for Optimus
$NVDA Based on F4Q forecast, NVDA is expected to achieve approximately $130B Revenue in FY25, +113% YoY! BofA Projects $196B Revenue for FY26 and $244B for FY27!
Elon Musk’s effort to catch up to OpenAI strained Nvidia’s supply chain, the WSJ reports. Musk’s xAI built its Colossus datacenter with 100,000 Nvidia GPUs in just 122-days. Musk described Nvidia GPUs as “considerably harder to get than drugs”, asking Oracle founder Larry Ellison…
Tesla has released a new picture of its current and future family of vehicles, and Tesla Bot lol.
A TON OF THINGS HAPPENED TODAY IN THE STOCK MARKET. Here's a full recap: 1. $SPX The S&P 500 closed at it's highest level ever above $6000. Israel and Hezbollah announced a ceasefire late in the day, which was well-received by the markets. Broader market performance remained…
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