Apparently @TipRanks has decided that it is breaking financial news to report on every Robotaxi event. I guess I’ll send them over 10,000 videos that they apparently will want to put out as breaking news

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New episode of The Future of Retail Investing & AI 🎙️ Julie talked with @TipRanks CEO Uri Gruenbaum and @LSEGplc 's Shrey Kohli about UK retail investing, the £600B sitting in cash accounts, and how AI (LSEG's MCP + TipRanks' Samuel AI) is reshaping how people invest. Watch here:

$META grew revenue 26% to $64.60B, about 2% above the $63.34B forecast listed by TipRanks. But the AI spending and monetization details deserve just as much attention. Q4 revenue guidance is $73–76B. Full-year capex is now $135–145B, raising the bottom of the previous $130–145B range. That includes finance-lease principal payments. The headline $3.83 GAAP EPS includes a $9.89B litigation charge. Meta says EPS excluding that specific charge was $7.40. On the live call, Zuckerberg says more than 10M people in the U.S. and Canada set up Muse agents in 1½ months, with roughly 25% using them on a given day. The planned business model includes commerce fees paid by businesses, advanced-model subscriptions and business subscriptions. He also expects more than 10× compute cost-efficiency improvement next year. That is management’s forecast, not a claim that Muse is already profitable. Q3 free cash flow was negative $2.12B alongside $34.91B in capex. The spending is happening now; the new agent business still has to turn usage into revenue.

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