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GET READY FOR THE BUSIEST WEEK OF THE QUARTER
Here is my full catalyst watch that gets sent out every Sunday to readers of my free daily recap ⬇️
stockmktnewz.com/p/get-ready…
PALANTIR $PLTR ALEX KARP SAID:
"We cannot have a society where all the value goes to 2,500 people sitting in Silicon Valley. That just will not work, and no one's gonna put up with it"
🚨 $PLTR PALANTIR CEO ALEX KARP ON WHY AI WEALTH CONCENTRATION COULD COLLAPSE MARKETS:
"We cannot have a society where all the value goes to 2,500 people sitting in Silicon Valley. That just will not work, and no one's gonna put up with it"
His warning:
"You're gonna get crazy fissures in our society where basically the far right and the far left think the best way to advance America and the West is by blowing everything up that's ever worked"
What he says doesn't get said enough:
"In order to do these things, they're going to have to peer into every single asset you've ever touched... it's massively destructive, will collapse our markets"
His fix:
"Our businesses being stronger and better and more sovereign" 👀
STARBUCKS $SBUX IS PREPARING TO TEST AI IN ITS DRIVE-THRUS
The AI would run in the background to help baristas enter orders faster and more accurately, CEO Brian Niccol said on Thursday's earnings call, per Bloomberg.
Starbucks is also exploring technology that recognizes participating customers when they arrive, then shows them personalized menus and makes paying easier.
"We're early in this work and we'll test, learn and scale what works."
ALT Photo Credit: David Paul Morris/Bloomberg
APPLE $AAPL'S MAIN IPHONE MAKER SAYS IT CAN KEEP UP WITH DEMAND FOR THE IPHONE DUO
Foxconn has more than 240 sites in 24 countries, and its CEO says that will help it meet holiday orders, per Bloomberg. The $2,000 foldable sold out fast, with some online orders not arriving until the end of January.
Foxconn's business has also shifted. Apple once made up more than half of its revenue. Now its AI-driven cloud and networking unit makes up 51% of sales.
There are currently 30 ETFs with more than $100 Billion of Assets Under Management
Source @TheETFTracker
This is what $26.5 Million looks like in Florida
THIS $26.5 MILLION FLORIDA MANSION HAS A DOCK BIG ENOUGH FOR A 130-FOOT YACHT
A 110-foot yacht is docked there now, with room for a second boat on the other side.
20,400 sqft with seven bedrooms, two pools and a rooftop lounge with its own bar.
It sells fully furnished, 10 minutes by boat from the open ocean with no fixed bridges in the way.
The US Government bought 433.3 million shares of Intel stock at $20.47 on August 22nd, 2025 spending ~$8.9B
Intel $INTC stock closed trading at $92.08 per share ... the stock is currently down by ~20% in after hours following its earnings
INTC stock is currently trading at ~$74 per share in after hours
That means the 🇺🇸 Government's stake in Intel was worth $39.9 Billion as of today's close
And is currently worth $32.1 Billion in after hours
Sandisk $SNDK just reported earnings
EPS of $49.51 beating expectations of $46.22🟢
Revenue of $11B beating expectations of $10.6B🟢
SANDISK $SNDK JUST REPORTED Q1 EARNINGS
- Revenue: $11.03B, beating expectations of $10.64B 🟢
- Adj EPS: $49.51, beating expectations of $46.22 🟢 (+26% QoQ)
- Adj Gross Margin: 85.1% (+55.2 ppts YoY)
- Adj Oper Income: $8.87B (+25% QoQ)
- Datacenter: $4.80B (+61% QoQ)
Q2 FY27 Guidance:
- Revenue: $12.2B-$12.6B, in line with expectations of $12.18B 🟡
- Adj EPS: $55.00-$57.00, above expectations of $53.19 🟢
- Adj Gross Margin: 84.5%-85.5%
Key Updates:
- Forward Stock Split: Eight-for-one, effective November 19, 2026
- Buybacks: $5.0B (approximately 3.2M shares)
AMAZON $AMZN JUST POSTED THE HIGHEST OPERATING MARGIN IN ITS HISTORY
AMAZON $AMZN JUST POSTED THE HIGHEST OPERATING MARGIN IN ITS HISTORY
Operating income jumped 61% to $28.1 billion, for an operating margin of 13.9%.
AWS made $17.8 billion of that, up from $11.4 billion a year ago. North America's retail business nearly doubled its operating income to $8.7 billion.
Amazon expects Q4 operating income between $28.5 billion and $33.5 billion.
Evan retweeted
COINBASE $COIN JUST REPORTED Q3 EARNINGS
- Revenue: $1.22B, missing expectations of $1.23B 🔴
- EPS: $2.51, beating expectations of -$0.06 🟢
- Transaction Rev: $590M (-44% YoY)
- S&S Revenue: $570M (-20% YoY)
- Adj EBITDA: $332.9M (-58% YoY)
- Net Income: $718.7M
- S&S Revenue: $550M-$630M
Cuts FY26 Guidance:
- Adj Expenses: $4.15B-$4.30B (from $4.25B-$4.60B)
Key Updates:
- Crypto Investment Portfolio: $715M net gain on crypto assets held for investment in Q3
- Prediction Markets: $200M+ annualized revenue (82% quarterly compound growth)
Reddit $RDDT stock is initially down by 12% in after-hours following its earnings 🔴
REDDIT $RDDT JUST REPORTED Q3 EARNINGS
- Revenue: $895M, beating expectations of $878.4M 🟢
- EPS: $1.40, beating expectations of $1.35 🟢
- Adj EBITDA: $402M (+70% YoY)
- DAUq: 130.3M (+12% YoY)
- U.S. DAUq: 50.7M (-2% YoY)
- Intl DAUq: 79.6M (+24% YoY)
Q4 Guidance:
- Revenue: $1.00B-$1.03B, below expectations of $1.05B 🔴
- Adj EBITDA: $480M-$510M
Key Updates:
- Buybacks: 0.67M shares for $100M
Twilio $TWLO stock is down by 15% in after-hours following its earnings
TWILIO $TWLO JUST REPORTED Q3 EARNINGS
- Revenue: $1.56B, beating expectations of $1.51B 🟢
- Adj EPS: $1.65, beating expectations of $1.47 🟢
- Adj Op. Income: $326M (+39% YoY)
- FCF: $369.6M (+49% YoY)
- Organic Revenue Growth: +16% YoY
Q4 Guidance:
- Revenue: $1.60B-$1.61B, above expectations of $1.58B 🟢
- Adj EPS: $1.48-$1.53, in line with expectations of $1.49 🟡
- Adj Op. Income: $300M-$310M
Raises FY26 Guidance:
- Adj Op. Income: $1.19B-$1.20B
- FCF: $1.19B-$1.20B
- Organic Growth: +15% (from +13%-+13.5%)
Key Updates:
- Share Repurchases: $127.2M
Intel $INTC stock is down by more than 20% in after hours 🔴
INTEL $INTC JUST REPORTED EARNINGS
EPS of $0.52 beating expectations of $0.40🟢
Revenue of $16.5B beating expectations of $16.47B🟢
INTEL JUST GAVE A Q4 FORECAST WELL BELOW ESTIMATES
- Q4 Adj EPS guidance of $0.25 missing expectations of $0.43 🔴
- Q4 revenue guidance of $15B to $16B missing expectations of $17.05B 🔴
