Meta 3Q26 Business Update: Not Just an Ads Business?
Meta’s 3Q26 Family of Apps revenue rose 26% as Muse reached 10 million users, testing AI-agent shopping that Walmart permits while Amazon blocks.
Meta’s 3Q26 Family of Apps revenue rose 26% as Muse reached 10 million users, testing AI-agent shopping that Walmart permits while Amazon blocks.
Went to my local GameStop $GME today. The manager said they have more pre-orders to Zelda: Ocarina of Time than they do for GTA 6. The pre-orders are so much they are going to have a midnight release which they haven't had in years. He also said they going to start rolling out card tournaments inside of the store.
Buffett trying to make sure they don't turn off those AOL servers. $BSP $BRK.B https://t.co/dCxyARdRhP
Spoke with an expert about $LEN the other day He told me that Lennar focuses so much on entry level homes that it's got a "here goes the neighborhood" effect Other builders won't build in the same MPC/area This could potentially cut them off from sites in the future
Berkshire now has a $1.3B position in Bending Spoons. Stock is up 38% (to $52) on news that Berkshire bought $330M via private placement at $33/share $BSP https://t.co/oGfvtwcdED
August write-up on Cal Maine $CALM now available to freebie accounts on VIC... Good overview of the situation... at ~$60-65/sh it looks like an asymmetric bet with a 4-6 quarter time horizon https://t.co/60U009ZX53
Netflix Q3 earnings update revises the thesis and rating.
Sagimet Biosciences' denifanstat enters a fully funded U.S. acne registration trial after Phase 3 results, with SGMT trading below cash and…
CoreWeave is compared with Amazon's early public years, when investors expected bankruptcy amid losses and dependence on outside capital.
Bending Spoons has spent about $10 billion on software acquisitions, including pending Miro, while Q2 organic growth was 3% and all…
Eli Lilly's Mounjaro and Zepbound drove 2025 revenue to $65.2 billion as the drugmaker expands AI partnerships with Nvidia, Isomorphic…
Gladstone Investment's 50% equity portfolio drove NAV and dividend gains, but five holdings make up 44.5% of fair value and heighten Level…
Silvercorp’s falling Ying grades, prolonged GC suspension, El Domo execution risk and Chaarat funding needs weaken its valuation despite…
Snowflake says internal AI use is lifting revenue and profit, while customers show early implementation success.
Netflix’s earnings raise questions about whether its growth profile still merits a franchise valuation, alongside discussion of Disney’s…
Vicor’s $66.6 million in AI power-delivery royalties generated about $50 million of operating profit, eclipsing its module business as…
DOMO · long Domo is valued as an NOL shell, with the long case tied to the timing and value of its NOL realization.
Onto Innovation's metrology, advanced-packaging and x-ray tools are expected to lift revenue and margins through 2027 as Dragonfly G5 and…
CareCloud may attract a private-equity buyer after its Q3 call, with acquiring enough shares the main obstacle to a take-private deal.
Novo Nordisk has only floated hair loss, while Veradermics’ Phase 3 oral minoxidil data lead a field of licensing and takeover candidates.
Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin…
RTX reported 11% sales growth to $25.0 billion, raised 2026 guidance and reached a record $340 billion backlog, while free cash flow fell…
HEICO sells FAA-approved aircraft replacement parts at 30% to 50% discounts to OEMs, gaining customers as restrictive aftermarket contracts…
Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…
Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.
Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…
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