Skeletons inside of Tesla $TSLA Robotaxis have been spotted 💀🎃
Happy Halloween!
Illumina $ILMN launched BioInsight, integrating genomic analysis, AI models & curated biological datasets.
Its SpliceAI2 model identified 17% more disease relevant splice variants than other splicing models in rare disease research datasets.
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New S&P 500 Additions:
- Bloom Energy $BE
- Everpure $P
- Illumina $ILMN
General Dynamics $GD delivered 40 Gulfstream aircraft in Q3 2026.
40 Gulfstream's generated $3.54B in Aerospace revenue. Aircraft orders rose over 30% YTD, they're targeting 200 annual Gulfstream deliveries by 2030.
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General Dynamics $GD latest $1.3B ENOCS contract will support new federal government enterprise IT environments.
GDIT will stand up operations centers, provisioning technology, supporting personnel & delivering on site services, alongside network modernization & cybersecurity.
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Trump once the stock market is closed for the weekend and headlines won’t hurt the market
JUST IN: Trump cancels in-person rallies for Sens. Marshall and Hinson, switches to tele-rallies before midterms
Microsoft’s backlog has flatlined, Google is about to eat their lead
Google’s backlog has grown 6x to $561B,
This sliced Microsoft’s lead from 3.4x to only 1.2x, AWS is only $578B behind
$MSFT $GOOGL $AMZN
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AI Spending has gone from $79B to $420B within a single year
The industry won’t break even until 2033
The deficit is expected to peak at $4.2T in 2033 & will finally overtake incurred revenue at 12% ROIC
$NVDA $AMZN $GOOGL $MSFT $CRWV
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Cloud Capex next year is expected to outpace the last 6 years at $1.5T
Neoclouds are now projected to outspend Amazon and become the largest slice of the stack
$AMZN $GOOGL $META $MSFT $IREN $NBIS $CRWV
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Data center stocks had a brutal session today🔴🔴🔴🔴🔴🔴🔴🔴
Nebius $NBIS -10.40%🔴
Iren Limited $IREN -8.76%🔴
Cipher Digital $CIFR -10.06%🔴
Terawulf $WULF -8.08%🔴
Galaxy Digital $GLXY -11.75%🔴
Coreweave $CRWV -9.55%🔴
Hut 8 $HUT -10.60%🔴
Applied Digital $APLD -8.22%🔴
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The magnificent 7 has opened trading lower today🔴🔴🔴🔴🔴🔴🔴
Nvidia $NVDA -3.16%🔴
Amazon $AMZN -4.60%🔴
Apple $AAPL -0.70%🔴
Microsoft $MSFT -1.53%🔴
Tesla $TSLA -3.56%🔴
Meta $META -1.57%🔴
Google $GOOGL -1.62%🔴
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Cloud Capex next year is expected to outpace the last 6 years at $1.5T
Neoclouds are now projected to outspend Amazon and become the largest slice of the stack
$AMZN $GOOGL $META $MSFT $IREN $NBIS $CRWV
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Bitcoin miners are sitting on 32GW of planned power, most of it is still unspoken for
$IREN: 5.8GW planned, 540MW contracted
$CIFR: 4.03GW planned, 700MW contracted
$HUT: 3.97GW planned, 1.33GW contracted
$WULF: 3.63GW planned, 1GW contracted
$MARA: 2.75GW planned, 0 contracted
$CORZ: 2.55GW planned, 1.5GW contracted
$RIOT: 2GW planned, 318MW contracted
$CLSK: 1.83GW planned, 250MW contracted
$GLXY: 1.7GW planned, 800MW contracted
$BITF: 771MW planned, 0 contracted
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Jim Cramer has said “ losing money buys $IREN & $NBIS”
How the weekend feels after watching thousands of dollars leave your portfolio
The magnificent 7 has opened trading lower today🔴🔴🔴🔴🔴🔴🔴
Nvidia $NVDA -3.16%🔴
Amazon $AMZN -4.60%🔴
Apple $AAPL -0.70%🔴
Microsoft $MSFT -1.53%🔴
Tesla $TSLA -3.56%🔴
Meta $META -1.57%🔴
Google $GOOGL -1.62%🔴
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Here’s how the magnificent seven has opened trading today🔴🔴🟢🟢🟢🟢🔴
Nvidia $NVDA -0.36%🔴
Amazon $AMZN -3.02%🔴
Apple $AAPL +1.35%🟢
Microsoft $MSFT +1.54%🟢
Tesla $TSLA +0.48%🟢
Meta $META +1.33%🟢
Google $GOOGL -11.51%🔴
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L3Harris $LHX reported Q3 Space & Mission Systems revenue of $3.1B, up 10% YoY.
Backlog reached $22.3B, supported by missile warning & tracking programs, classified space contracts & higher F-35 volumes.
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5th Generation Fighters Deployed Towards Iran, 👀
Keep an eye out for news, it appears very likely we could see a massive development this week!
Stocks to watch:
$LMT
$NOC
$BA
$KTOS
$RTX
$LHX
$ONDS
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Alphabet $GOOG ~$128B quarterly revenue run rate.
- Google Cloud grew 103%
- Search revenue rose 12%
- Gemini surpassed 1B monthly active users
- API token processing reached ~32B tokens per minute, up 40% QoQ.
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Tempus AI $TEM says its core data business could grow ~30% annually for the next 5-10 years from oncology alone💊🤖
Tempus is specifically pointing to companies like OpenAI, $SPCX, Anthropic, and $GOOG for potential hyperscaler customers.
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Did you know X reveals the devices sharing posts within the links?
Copy and paste the link to this post in notes, check until after the question mark
S=46 (iPhone)
S=20 (Browser)
S=19 (Android)
Let me know if it worked for you
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Starbucks $SBUX just reported earnings
Revenue: $9.14B Vs $9.23B EST
EPS: $0.80 Vs $0.71 EST
Starbucks $SBUX reports earnings today after close
The implied move is: 4.32%
The expectations are:
Revenue: $9.24B
EPS: $0.71
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
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Sandisk $SNDK announces an 8 for 1 stock split
The new share price will look like: $1,329.46/8=166.18
Sandisk $SNDK just reported earnings
Revenue: $11.03B Vs $10.70B EST
EPS: $49.51 Vs $46.41EST
Rocket Companies $RKT just reported earnings
Revenue: $2.57B Vs $2.60B EST
EPS: $0.15 Vs $0.13 EST
Rocket companies $RKT reports earnings today after close
The implied move is: 5.72%
The expectations are:
Revenue: $2.59B
EPS: $0.13
Expect numbers at 4:05PM EST
Here’s the Historical Earnings Data👇
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Pinterest $PINS just reported earnings
Revenue: $1.17B Vs $1.21B EST
EPS: $0.46 Vs $0.49 EST
Pinterest $PINS reports earnings today after close
The implied move is: 10.56%
The expectations are:
Revenue: $1.2B
EPS: $0.41
Expect numbers at 4:06PM EST
Here’s the Historical Earnings Data👇
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Rivian $RIVN just reported earnings
Revenue: $2.15B Vs $2.00B EST
EPS: -$0.63 Vs -$0.72 EST
Rivian $RIVN reports earnings today after close
The implied move is: 9.36%
The expectations are:
Revenue: $2B
EPS: -$0.74
Expect numbers at 4:01PM EST
Here’s the Historical Earnings Data👇
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