WD #360: New Trade, Recent Market Action, Brazil/Inter Update
Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the AI-stock selloff and CoreWeave’s collapse.
Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the AI-stock selloff and CoreWeave’s collapse.
J.B. Hunt stock plunges 13% after company warns third-quarter earnings will fall $JBHT https://t.co/Um7V5QhpjP
Snap tries to bring AR glasses to enterprise market, partnering with Nvidia, AWS and Salesforce $SNAP https://t.co/jh1lM0JqYQ
Specs might be the only tech in the world that could fully replace your phone and your life would be better. What's that worth? $snap
Lennar Cuts Deliveries Target Again on Rate Pressure, Housing Market Conditions $LEN https://t.co/pSDzIOtCPo
Learning applications for Specs are going to insane. Forget tablets or laptops. Every school in America should give their kids some Specs. $snap
Wow - kinda nailed the need for cellular partner except the partner is VZ, not $SPCX. Good, regardless. $SNAP https://t.co/SaiRhAUmRr
Based on what we've seen so far from Specs, and given private market valuations, could easily see $SNAP sell 20% minority stake in Specs for $2B. Implication is insanely bullish for SNAP equity.
Specs are really cool. All sorts of real world applications. The enterprise apps might have the most commercial potential. This tech is legit. Minority equity investors will be lining up. $snap
Meta’s GEM trains smaller ad-ranking models across its platforms, with Kunlun showing performance scaling predictably as compute rises.
SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…
Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…
Occidental Petroleum’s debt should fall further after Q3 oil prices averaged $85 per barrel WTI and $91 Brent.
Zscaler CEO Jay Chaudhry and CFO Kevin Rubin discuss the cybersecurity company’s growth prospects and valuation.
Apple’s HomeView strategy ties Siri, privacy and smart-home control to consumer trust in its vision for the home.
Digital Realty paid $120 million for Atlanta-area parcels including a former Army dump with buried carcinogens and military ordnance.
Wells Fargo’s Q3 EPS beat and $12.5 billion net interest income failed to move shares, while WFC.PZ preferreds yield 7.10%.
Semtech raised Q3 guidance and targets $3.2 billion of fiscal 2030 revenue, excluding upside from its AI data-center optical and copper…
DigitalOcean’s CEO says the cloud company will not take on extraordinary leverage to fund its AI push.
Optical-component vendor call covers 800G and 1.6T demand, AI cluster optical density, market share, pricing and 2027 growth for Coherent,…
PayPal’s 10.3x forward earnings multiple and more than $6 billion in free cash flow frame a turnaround driven by cost cuts, Venmo and BNPL…
Steve Eisman examines AI data-center debt, CoreWeave's tech correction and agentic AI's effect on banks as earnings season begins.
RELX’s 13-petabyte fraud and identity data moat supports its high-margin Risk segment as its valuation falls to roughly half its peak P/E.
OpenAI and Meta push AI agents forward as reward hacking remains a core challenge for model training.
Meta ties AI agents and Meta Connect to its enterprise-platform opportunity.
Stratechery’s weekly bundle covers Apple HomeView and SpaceX’s cellular ambitions.
Bumble agreed to a $1.3 billion take-private deal, while Netflix cut about 1,000 jobs and Meta discussed its Muse superintelligence models.
GE Vernova’s 116 GW gas-turbine backlog and $5 billion in early-2026 data-center orders target AI-driven electricity demand, though its…
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