Friday, October 30, 2026

Anthropic’s Growth is Slowing: Is AI Capex Next? | The Weekly Wrap

Anthropic’s revenue growth slowed from 147% in Q2 to 45% in Q3, raising questions about AI capital spending as Amazon holds capex flat.

AMZN $2.6T

Steve Eisman Oct 30 5 clicks

Oct 30 CVX $465B

CVX Earnings Review

Cestrian Capital Research 3 clicks

Oct 30 AZN $270B

AstraZeneca (AZN) Q3 FY12/26 Earnings Review

Cestrian Capital Research 2 clicks

From X

@ACapitalLP Oct 30

A Capital on X

Look at $FDXF. A month of underperformance based on “channel checks,” followed by a ~15% move and multiple analyst upgrades after a single session (catalyst day). https://t.co/X81f5cl6Eh https://t.co/FfwGWZlciQ

@BarbarianCap Oct 30 1 click

Barbarian Capital on X

Starbucks sales miss expectations, but its U.S. turnaround is gaining steam $SBUX https://t.co/kPufTMV5zS

@BarbarianCap Oct 30

Barbarian Capital on X

Reddit stock plunges 30% after weak outlook, heads for worst day ever $RDDT https://t.co/aemPgp56rc

@BarbarianCap Oct 30

Barbarian Capital on X

BP’s profits surge to new record on high fuel prices $BP https://t.co/bUl30Vb4Ti

@DOMOCAPITAL Oct 30

DOMO Capital Management, LLC on X

Woah, massive $PESI news out tonight... DOE breaks ground on new cleanup system at Hanford Site - Elkhorn Media Group https://t.co/jYZklPDW4S

@SouthernValue95 Oct 30 1 click

SouthernValue on X

Meanwhile @OpenAI pulled IPO and can barely get its latest funding round off. $META and $GOOG will win consumer AI. https://t.co/eqJPtwTTwh

@SouthernValue95 Oct 30

SouthernValue on X

What year will $MSFT take @OpenAI into receivership?

@BarbarianCap Oct 30 1 click

Barbarian Capital on X

CD&R pursues buyout of $40 bn card processor Global Payments $GPN https://t.co/Wil5Zf6xn7

SNY Earnings Review

Sanofi raised FY26 guidance after Q3 sales grew 14.3% at constant currency, led by 34.8% Dupixent growth; vaccines declined 6.6%.

SNY $108B

Cestrian Capital Research Oct 30 1 click

SK hynix: Despite Their Premium To The Korean Shares, The U.S. ADRs Are A Bargain

SK hynix's U.S. ADR trades at a valuation discount despite AI-driven memory demand, with 50% of 2027–2028 capacity under long-term…

SKHY $806B

Adam Schadt Oct 30 2 clicks

Bloom: Chinese Scandium Supply Route Restarts

Bloom may have reopened imports of scandium-containing components from China to the United States, according to new trade data.

BE $67B

Hunterbrook Oct 30 4 clicks

Amazon 3Q’26: Trillion Dollar Talks

Amazon projects AWS growth above 40% through 2028 while funding a $220 billion capex plan with rising debt and an $80 billion equipment…

AMZN $2.6T

MBI Deep Dives Oct 30 3 clicks

TSOH Weekly Roundup (10/30/2026)

Markel spent $315 million repurchasing shares in Q3 as Thrive agreed to buy ADT for $7.6 billion and Hasbro cited rising adult toy demand.

MKL $23BADT $7.2B

TSOH Investment Research Oct 30 1 click

Alphabet's Post-Earnings Selloff Is The Best Buying Opportunity In Years

Alphabet's Google Cloud operating income more than tripled to $11.1 billion, while EPS fell 26% on a $2.76 billion SpaceX paper loss.

GOOGL $4T

Rick Orford Oct 30 5 clicks

Earnings Review: $AMZN and $LLY

Amazon’s AWS revenue grew 39% to $46B as capex drove negative FCF; Lilly raised 2026 guidance to $91-92B on GLP-1 volume growth.

AMZN $2.6TLLY $1.3T

Rebound Capital Oct 30 2 clicks

Wall Street Erased $16 Billion From a Legal Monopoly Over an AI Myth.

Verisk Analytics’ 40 petabytes of proprietary insurance data and regulatory infrastructure shield its underwriting business from generative…

VRSK $26B

First Strike Research Oct 30 7 clicks

Alphabet: Don’t Search for a Straight Line in Innovation

Alphabet’s Q3 2026 cloud growth stayed strong while Search revenue growth slowed to 12%, with higher AI capital spending driving negative…

GOOGL $4T

Librarian Capital's Research Library Oct 30 3 clicks

Tango: Upgrading 'Buy' Based On ESMO 2026 Vopimetostat PDAC Data And Pathway Advancement Clarity

Tango Therapeutics reported an 82% response rate and 88% nine-month PFS for vopimetostat plus RASONQUE in RAS-mutant pancreatic cancer,…

TNGX $3.9B

Terry Chrisomalis Oct 30 2 clicks

SPHR · long

Sphere Entertainment CO

Sphere Entertainment is shifting from construction and startup spending to a high-margin, cash-generative venue-operator model, with…

SPHR $3.9B

Value Investors Club Jul 17 4 clicks

Expert Call | PCB Research: Google TPU, Nvidia Rubin, HDI Capacity and Yield

Google TPU and Nvidia Rubin demand are testing HDI PCB capacity, yields, pricing and equipment supply through 2028.

NVDA $5.2T

P Equity Research Oct 5

The Final Countdown: An Update on GFL’s Sale

GFL Environmental’s take-private bids reportedly fall within $50 to $55, with a top-of-range offer likely needed to secure shareholder…

GFL $16B

310 Value’s Newsletter Oct 5

Is EDA Dead?

Synopsys and OpenAI will share revenue from GPT-Synopsys, an AI chip-design model built on Synopsys’ licensed EDA tools rather than…

SNPS $92B

Chipstrat Oct 5

Solid Power Still Has Promise

Solid Power reported a $0.11 Q2 loss and $419.3 million of cash, with its electrolyte pilot line and BMW and SK On validation central to…

SLDP $459M

Quad 7 Capital Oct 5 2 clicks

The Thin Margin of Safety in Selling Compute

CoreWeave’s compute-selling economics face a narrowing margin of safety if new capacity closes today’s AI supply-demand gap.

CRWV $34B

MBI Deep Dives Oct 5 11 clicks

Portfolio Update September 2026

Portfolio added Otis Worldwide in the mid-$60s, increased Pool, Copart and Floor & Decor, and sold Berkshire Hathaway.

OTIS $30BCPRT $27B

D Invests Oct 5 4 clicks

Ciena, A Former Telecom Bust, Is Now In The Early Stages Of A Bona Fide Mega Boom

Ciena’s optical networking equipment sales to stronger telecom customers underpin a 2027 long thesis, unlike its 2000-era boom.

CIEN $50B

Marc Gerstein Oct 5 2 clicks

DMRC: 31 retailers in line, up from one

Digimarc’s gift-card watermark pilot found zero fraud at Schnucks, while its retailer pipeline rose to 31 from one in 2025 despite…

DMRC $241M

Trade Ideas Flow Oct 5

Brazil could be the Q4 Macro Play – My stock ideas: $NU, $INTR, $PICS and maybe $STNE, $PAGS, $DLO and $MELI

Brazilian fintechs NU, INTR and PICS stand to benefit from a Bolsonaro-led runoff surprise that lowers fiscal risk premiums, rates and the…

NU $56BINTR $1.8B

Substack von Philipp Oct 5 6 clicks

Friday, October 30, 2026

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SouthernValue on X

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