Michael McCarthy

【Moo News】 Big Tech has the money to build AI data centers. But can it get the permits and power? The Nasdaq plunged 5.5% on Nov. 5, while the Semiconductor Index (solana:5XqMbyZbtse5UQUzgrYMpeWLWLR6BWFqUm5H3VAWpump) lost over 12%, as concerns over AI infrastructure restrictions rattled Wall Street. The timing matters. According to SemiAnalysis, roughly 75% of planned 2027 data center capacity additions across 20 tracked U.S. states are already under construction. But much of the 2028 pipeline has yet to break ground. That leaves future GPU and infrastructure orders more exposed to permitting delays. Historically, 9 of 10 Nasdaq corrections in our study were followed by gains over six months. But a rebound is far from guaranteed. AI demand may still be strong. Turning investment plans into operational capacity is becoming a different challenge. Explore our full analysis and historical market data: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

Washington made its move. Now it's Wall Street's turn. The midterms may have reshaped the political chessboard, but the market is far from checkmate. New policies, shifting expectations, and plenty of moves still to come. The next move? That's the one investors are watching. Stay in the game with Moomoo: j.moomoo.com/0MphU5 Any images provided are for illustrative purposes only.

【Moo News】 The hottest commodity in AI might not be another GPU. It might be a data center that's already powered on. On Wednesday, $MSFT gained 6.7% and $AMZN climbed 6.1%, while $NVDA fell 3.2% and the Semiconductor Index (solana:5XqMbyZbtse5UQUzgrYMpeWLWLR6BWFqUm5H3VAWpump) dropped 3.1%. The unusual split reflects a potential shift in how Wall Street values AI infrastructure. With tighter data center regulations in focus after the Texas election, existing computing capacity could become more valuable, while new construction faces potential delays. But AI demand hasn't disappeared, and Big Tech hasn't announced major cuts to its spending plans. The next chapter of the AI race may be less about building capacity and more about making that capacity pay. Explore what's driving the rotation and what it could mean for AI stocks: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

【Moo Insights】 Cloud profits are rising. Free cash flow is falling. Both can be true. AWS revenue grew 39% in Q3, while Google Cloud surged 103%. Yet $AMZN, $GOOGL, and $META all reported negative free cash flow. The disconnect? AI infrastructure costs billions upfront, while the returns take years to materialize. Nomura sees this as a potential investment "J-curve," with cash flow weakening before new infrastructure begins generating sufficient returns. Rather than slowing the AI race, Big Tech could turn to joint ventures, leases, and alternative financing to keep building. For investors, the focus may be shifting from how much Big Tech spends on AI to how it funds that spending - and how long it takes to pay off. Explore the full analysis and what it means for the AI supply chain: j.moomoo.com/0IgrEo Investing involves risk. Content provided by Moomoo Technologies Inc.

【Moo News】 Revenue nearly doubled. Earnings beat estimates. So why did $PLTR fall? Palantir delivered a standout Q3, with revenue surging 96% YoY to $2.31B and EPS reaching $0.44, both ahead of expectations. Yet shares slipped roughly 3% after hours. Here's what caught Wall Street's attention: Despite accelerating revenue growth, new contract momentum showed signs of slowing, while gross margin slipped to 83.4% from 84.7% last quarter. For a stock priced for exceptional growth, strong earnings are only half the story. Investors want proof that the momentum can last. Dive into our full earnings breakdown to see what's behind the market reaction: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

【Moo News】 AI data centers are embracing Arm. But is $ARM cashing in fast enough? Arm reports earnings after the bell on Nov. 4, with Wall Street expecting $1.38B in revenue, up 21% YoY. Here's where things get interesting. Licensing revenue is projected to grow 30%, while royalty revenue growth trails at 14%. Meanwhile, booming demand for AI server CPUs is opening new opportunities. Arm has disclosed over $2B in AGI CPU customer demand across FY2027–FY2028, but converting that demand into revenue will depend on execution and supply capacity. The real test? Whether Arm can turn its growing role in AI infrastructure into sustainable earnings growth. Explore our full earnings preview, including key catalysts, risks, and options positioning: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

@MicMcCarthy Anthropic could go public soon and says its TAM is $30T. Here's how Anthropic and OpenAI's ecosystem ETF compare. Reply #Stop to opt-out of this campaign.

【Moo News】 $MSFT's AI growth is showing up in the numbers. Its new Agents & Infra segment generated $76.8B in revenue and $40.6B in operating profit. Azure grew 48% YoY. Free cash flow reached $18.6B, beating forecasts but falling 27% YoY. The next test: sustaining returns as AI spending grows. Learn more at: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

8:30 AM. Breakfast is served. On the menu today: coffee, earnings, and a little $MCD. With earnings around the corner, there's plenty for investors to digest. Tap $MCD to explore the latest stock insights and financials on Moomoo. j.moomoo.com/0J2HXh

【Moo News】 AI demand isn't the problem. The cost of keeping up might be. $MSFT, $AMZN, $GOOGL, and $META collectively spent roughly $202B on capital expenditures in Q3, while their combined free cash flow turned negative. Even as cloud revenues surge, the massive cost of building AI infrastructure is raising questions about profitability and long-term returns. The AI race is entering a new phase. It's no longer just about who spends the most, but who can turn that spending into sustainable cash flow. We break down the numbers behind Big Tech's AI spending spree and what they could mean for the broader market: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

【Moo Insights】 A 60% rally in Q3. Revenue growth of 85% expected. Can $PLTR keep delivering? Palantir reports earnings after the bell on Nov. 2, with Wall Street expecting $2.18B in revenue and net income to more than double year over year. But with expectations already sky-high, another strong quarter may not be enough to impress investors. Beyond the headline numbers, three things matter: • Can commercial AI demand sustain its triple-digit growth? • Are government contracts translating into lasting revenue momentum? • Can profit margins continue expanding as the business scales? Palantir has shown it can grow fast. Now investors want to know how long it can keep up the pace. Learn more at: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

【Moo News】 November is packed with market-moving events. But will they be enough to fuel the next rally? For $NVDA, another strong quarter may not be enough if guidance fails to meet already-high AI expectations. Cooling inflation could revive hopes for a December Fed rate cut, but a weakening labor market could complicate the outlook. And with the midterms approaching, investors will be watching for shifts in policy expectations that could affect tech, trade, and the broader market. The real question isn't just what happens next, but how the results compare with what Wall Street has already priced in. Explore the key November catalysts and what they could mean for the market:j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

【Moo News】 $AAPL heads into its Nov. 2 earnings report near record highs, with Wall Street expecting $113.5B in revenue. But strong sales alone may not be enough. Three things to watch: • iPhone 18 Pro demand amid reports of weaker component orders • Rising memory costs and their impact on gross margins • Holiday-quarter guidance as the $1,999 iPhone Duo enters the picture With expectations already running high, the bigger question is whether Apple's next growth cycle can justify its premium valuation. Explore our full earnings preview, including key estimates, risks, and options positioning: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.

@MicMcCarthy Midterms are Nov 3. See what both parties hold and where they overlap. Track smart money trades on moomoo. Reply #Stop to opt-out of this campaign.

【Moo News】 Anthropic's compute efficiency improved 5.2x in five quarters, reaching $2.08 in revenue per $1 of compute expense. But 80% of H1 revenue was usage-based, while ~$431B in relatively firm compute commitments stretches years ahead. Can token demand keep pace with locked-in costs? Learn more at: j.moomoo.com/0IgrEo Investing is risky. Content provided by Moomoo Technologies Inc.