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Meta’s $600B AI Buildout: Big Swing, Bigger Questions
Meta says it will invest $600B in U.S. AI data centers over 3 years. Stock is up today but below key averages. Here’s the trade, the risk, and the ETF angle.
Voltage Check: Navitas’ AI Power Pivot Gets Shocked — What Today’s 11% Drop Really Means
Navitas ($NVTS) slid ~11% as investors digest its AI data-center pivot. Here’s what the GaN/SiC story, Q3 guide, and ETF exposure mean for your portfolio.
Shopify’s Growth Engine Hits a Speed Bump—Buy the Dip or Just Vibes?
Shopify slips after Q3: revenue +32% Y/Y and GMV accelerated, but EPS missed and Q4 deceleration spooked traders. Here’s what the levels, ETFs, and catalysts say.
Microsoft’s AI Main Quest: Azure keeps leveling up, a superintelligence squad spawns, and a $3.7T boss fight
Microsoft hovers near $497 as Azure grows ~40% YoY, a new superintelligence team launches, and OpenAI demand ramps on Azure. What it means for $MSFT and your ETFs.
Rivian just tied billions to profits. Now it has to deliver.
Rivian ($RIVN) just linked a multi-billion CEO award to profit targets. With R2 coming, margins and execution—not hype—will drive the next move.
DraftKings Missed the Over, Covered the Spread: Q3 Shows a Revenue Whiff but a Smaller Loss
DraftKings posted 4% YoY revenue growth to $1.14B, missed estimates, trimmed 2025 sales outlook, but narrowed its loss to -$0.26. Here’s what actually matters.
Block’s Earnings: Strong Vibes, Softer Margins
Block’s Q3 revenue hit $6.11B vs. ~$6.3B est., and Square’s profit growth lagged volume. Stock slid as investors demanded operating leverage. Here’s what to watch.
