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GM 🌤️
Nasdaq: two down weeks. Dow: three up.
The indexes can’t agree, and AI spending is still getting the side-eye.
Wednesday, Oct. 28: Fed decision, with roughly 90% odds of a hold.
Then $MSFT and $GOOGL report after the close.
Tuned in for the scoreboard. Ended up doing
GM 🌤️
Oil shot to $103 overnight, and inflation worries came along for the ride.
The Dow lost 653 points. The Nasdaq slipped just 0.21%.
Chips shrugged it off: $MU +2.46%.
A weekend drive to clear your head sounds nice. Until you have to fill up.
#Stocks
Jensen’s AI future now comes with an ETA.
GTC Berlin 2026: modular AI factories, Rubin’s cloud rollout, suppliers ramping capacity, and deployment plans for robots and robotaxis.
“Someday” just got a calendar invite.
#AI
$META : revenue +26%, stock -7%.
Free cash flow went negative for the first time in over a decade.
Zuck’s AI bill has entered the chat.
Today’s M-Masterclass checks the receipts.
#AI
