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Meta Earnings Update: Q3 2026

Meta’s Q3 revenue rose 26% to $64.6 billion, but $34.9 billion in AI infrastructure spending drove free cash flow negative as it created non-voting Class C shares.

META $1.8T

SixSigmaCapital: Navigating the Financial Markets 24m ago 1 click

1h ago META $1.8T

Meta: 3Q26 Business Update

Speedwell Memos 1 click

1h ago META $1.8T

META Q3 FY12/26 - Hold - Earnings Review

Cestrian Capital Research

From X

@evantindell Aug 24

Evan Tindell on X

Ziff Davis $ZD on their Q2 earnings call: "We've seen huge increases in the amount of code generated by AI. We shipped 24% more code in the second quarter and we expect nearly 100% of new code to be generated by AI by the end of the year"

@SowingAlphaSeed Aug 24 1 click

Farmer on X

Was also wondering if $WMT could use some of that electricity. e.g. would the grid destabilize if their usage increased 20-50%. The bolt-a-GPU-on-your-house thing seems a little silly, but maybe it makes more sense on commercial buildings? The scale of those Nebius/Coreweave numbers seems hard to believe...

@orrdavid Aug 24 4 clicks

David Orr on X

@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...

@ActAccordingly Aug 24

PAA Research on X

Someone just sent me a brief slide deck on $MCD and it made me realize that I never, I mean never hear anyone talk about it on this platform. Not even @jeffmacke mentions $MCD at his 3:45AM Denny's sessions and he likes to keep everyone on their toes about monster consumer franchises that receive little investor attention in this tech driven era. It did remind me that Ron Dottin called the bottom in this stock in late 2002 after $MCD went through 3-CEOs in a few years (one of which who died) and the company was seemingly in shambles. The stock went up 5x in 5-years. That was back when that meant something. On paper, $MCD looks like the least interesting setup (long or short) I've seen in a really long time.

@DeepSailCapital Aug 24

Deep Sail Capital on X

With all the analysts updating their models post the Q2 earnings beat, $CLS is now trading at 13x EBITDA NTM consensus while growing topline 65%.

@BrokenMoats Aug 24

Broken Moats on X

After Montgomery-Caribe and the impact on liability for brokers, and the general trend of dramatically higher insurance across the trucking space in recent years. How do people close to the freight market think about the truck rental companies like a U-Haul? If we are pushing liability on professional drivers, what is the case to give everyday drivers access to various side truck fleets and send them off to drive them on American highways? Clearly this practice seems unlikely to go away and U-Haul likely can pass escalating insurance costs on consumers better than the professional transport market but something to think about relative to margins and future demand in this space I think..... $UHAL

@ChrisCamillo Aug 24 6 clicks

Chris Camillo on X

@JakeNapppoa4 i don’t look at price but currently long $BE

@cfrischer1 Aug 24

Charles Frischer on X

$OMER My friend Matt just sent this to me. Great review of how Yartemlia works. Narsoplimab Mechanism of Action: Fighting Transplant–Associated Thrombot... https://t.co/cxTshzo3Qq via @YouTube

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