AI infrastructure stocks found fresh momentum.
CoreWeave surged 24.7% after its earnings update eased debt concerns, while the Nasdaq gained 1.6%.
Demand matters, but sustainable financing is becoming just as important to AI valuations.
#SnowOn# #AI#
🚨 US October CPI came in hotter than expected.
Headline: +0.4% MoM vs. +0.3% expected.
Core: +0.3% vs. +0.2% expected.
Inflation is slowing, but not fast enough to dismiss Fed rate-hike risks. Tech and crypto face another test.
#SnowOn# #AI#
Friday’s rebound didn’t erase the week’s damage.
Nasdaq rose 1.1% and chip stocks gained 4.2%, yet the index still lost 3.4% for the week.
AI conviction is holding, but volatility is forcing investors to price execution and policy risk more carefully.
#SnowOn# #AI#
Wall Street rallied ahead of US midterm results: Nasdaq +0.83%, S&P 500 +0.37%, while the Dow fell 0.38%.
Tech strength doesn't mean uncertainty is over. Watch Treasury yields, AI regulation and market breadth—not just the headline index.
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Apple beat Q4 expectations with $114.5B in revenue, but rising memory costs are now squeezing its holiday-quarter margins.
AI’s impact is moving beyond data centers: the compute boom is starting to reshape costs across the broader tech supply chain.
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AI demand is showing up in the real economy.
South Korea’s October exports hit a record $115.3B, up 93.7% YoY, while semiconductor exports surged 259%.
The AI trade isn’t only a valuation story—hardware demand is still moving through global supply chains.
#SnowOn# #AI#
Looks like we weren't the only ones caught off guard. 😂
More cushions, fewer surprises, and hopefully a smoother ride ahead.
We're still here, building on Robinhood Chain. ❄️
#SnowOn# #AI# #Robinhood#
🔐 A $6.3B security breach at Binance. Around $3B has been frozen on-chain, while the exchange pledges to cover user losses.
In digital finance, security isn't just a feature. It's the foundation of trust.
#SnowOn# #AI#
❄️ SnowOn Weekly Space
We’re going live today at 10:00 PM HKT!
Join us for the latest SnowOn updates and community discussions.
Don’t miss it! See you there! 🚀
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Google Cloud revenue jumped 103% YoY to $30.7B, powered by enterprise AI and infrastructure demand. But Alphabet also spent $51.4B in capex this quarter.
AI demand is real. The next question is whether returns can scale as fast as infrastructure.
#SnowOn# #AI#
$HOOD just showed how fast trading behavior can shift.
Q3 crypto revenue fell 55% YoY to $120M, while event-contract revenue surged 6x+ to $173M.
Prediction markets have already overtaken crypto revenue on the platform.
#SnowOn# #AI#
gm Robinhood Chain fam. we've decided to give away NFTs instead of doing a public mint ❄️ for now, the best thing to do is to follow us, engage with our posts, and wait for the first official giveaway post 🙌
Oil is reminding markets that inflation risks aren't over.
Brent slipped 1.35% to $115.15 on Monday after gaining 6% last week. Diplomacy cooled prices, but supply threats remain.
For equities and crypto, energy still matters to the rate outlook.
#SnowOn# #AI#
The SEC has added AI and tokenization to its FY2027 exam priorities, across a program covering 34,000+ registrants.
Our takeaway: financial innovation only scales when reliability, transparency, and risk controls scale with it.
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The consumer isn't folding yet.
AmEx Q3 card spending rose 8% to $454B, while travel & entertainment spending climbed 10%.
Markets may be volatile, but affluent consumer demand remains resilient.
Watch the spending data.
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❄️ SnowOn Weekly Space
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Join us on time for the latest updates from SnowOn. See you there! 🚀
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Two earnings. Two tests for AI. 📊
$META: Can AI monetization keep pace with spending?
$TSLA: Can margins and autonomy support the next phase?
Both report after the bell.
Watch guidance, not just EPS.
#SnowOn# #AI#
Netflix earnings are on deck. 🎬
The market isn't just watching revenue.
Three signals matter:
📈 Growth
📺 Engagement
💰 Ad monetization
And most importantly, forward guidance.
Follow the data, not the hype.
#SnowOn# #AI#