The AI trade remains strong as Anthropic files for an IPO showing 1300% revenue growth and reduced losses, while SpaceX secures $40B in debt financing for GPU purchases to boost its AI/cloud capabilities. Meta, NVIDIA, AMD, and Broadcom's commitments support positive market sentiment despite volatility. Investors await major tech earnings and the Fed's upcoming decision, with long-term AI fundamentals looking robust unless disrupted by geopolitical or macroeconomic shocks.
Meta shares are down 0.55% while Nvidia and Broadcom show gains of 2.39% and 2.64% respectively on Pluang, reflecting mixed investor reactions to the AI sector's developments. SpaceX is up 0.82%, supporting its recent $40 billion debt financing news. These figures are as of Oct 27, 2026 00:31 WIB.
The first peak week of Q3 earnings season has started, with 1,885 companies expected to report results. Overall, S&P 500 earnings per share growth remains strong at 29.5%. However, Meta's recent selloff due to heavy AI infrastructure spending has set...
The first peak week of Q3 earnings season sees 1,885 companies reporting, with S&P 500 EPS growth holding strong at 29.5%. Despite mixed bank results and Meta's surprise AI capital expenditure causing investor caution, 83% of companies have beaten pr...
Reddit's stock dropped 5% as investors reacted to its guidance for slower revenue growth in Q3 2026, signaling concerns about sustaining its rapid gains. Snap's stock also fell 3%, while Meta Platforms held steady with a slight increase, reflecting i...
Nebius CEO Arkady Volozh stated that while some capital sources like asset-backed financing and debt markets are temporarily closed, the company has a healthy balance sheet and is working with customer advances and other instruments to likely fund at...
Meta Platforms, Inc. is rated a Strong Buy with a price target of $851, implying a 32% upside. The company reported a 26% year-over-year revenue increase to $64.6 billion in Q3, driven by AI-enhanced advertising performance. However, margin pressures...
