Jesse option

Real-time stock market coverage delivered fast and free. News that moves markets, the moment it happens.

[Jesse option @AShmueil]

$TSLA 30 trillion 2030
@elonmusk

[Jesse option @AShmueil]

BREAKING: Broadcom $AVGO CEO Highlights Explosive AI Semiconductor GrowthBroadcom CEO provided strong updates on AI semiconductor momentum:AI semiconductor bookings during the quarter exceeded $30 billion
For H2, AI semiconductor revenue is expected to 2X from H1
For FY26, AI semiconductor revenue is projected at $56 billion, up 180% YoY
Reaffirmed long-term guidance for AI semiconductor revenue to exceed $100 billion

This underscores Broadcom’s massive momentum in AI networking, custom ASICs, and related infrastructure.#AVGO #Broadcom #AISemiconductors #AIInfrastructure #Earnings #BREAKING

[Jesse option @AShmueil]

BREAKING: SpaceX Files for 555.56M Share IPO at $135/Share$SPCX SpaceX has filed for its highly anticipated IPO, offering 555.56 million shares at $135 per share.This filing implies a massive ~$75 billion capital raise and aligns with the company’s previously targeted valuation range around $1.75 trillion (including greenshoe).One of the largest IPOs in history is now officially in motion.#SpaceX #SPCX #IPO #ElonMusk #BREAKING

[Jesse option @AShmueil]

BREAKING: Bernstein Initiates $CIFR with Outperform, PT $32Bernstein (SocGen Group) initiated coverage on Cipher Mining ($CIFR) with an Outperform rating and set a price target of $32.Analyst Comments:
The firm highlights Cipher’s significant power pipeline, strong hyperscaler order book, and capital-light model as key drivers for rapid AI revenue growth.#CIFR #CipherMining #Bernstein #BitcoinMining #AIInfrastructure #HPC #BREAKING

[Jesse option @AShmueil]

BREAKING: Meta, Microsoft, Coinbase & Starlink Join Major Global Law Enforcement OperationMeta, Microsoft, Coinbase, and Starlink have partnered with the U.S. Department of Justice, Royal Thai Police, and other global law enforcement agencies in a coordinated operation.This represents a significant collaboration between major tech and crypto companies with international authorities, likely targeting cybercrime, financial crime, or organized illegal activities.More details on the specific target of the operation are expected to be released soon.#META #MSFT #COIN #Starlink #DOJ #LawEnforcement #GlobalOperation #BREAKING

[Jesse option @AShmueil]

**🚀 BROADCOM DELIVERS $22.19B Q2 — 48% REVENUE GROWTH, $29.4B Q3 GUIDE IS THE HEADLINE | $AVGO**

Broadcom posted a powerful Q2 2026 double beat with 48% revenue growth and 54% EPS expansion, then dropped the most bullish forward guidance in the company's history — a $29.4B Q3 revenue target that implies sequential acceleration into what would be one of the largest quarterly semiconductor revenues ever recorded.

- EPS: $2.44 vs $2.40 est ✅ (+1.67% beat, +54% YoY) 🚀
- Revenue: $22.19B vs $22.12B est ✅ (+0.30% beat, +48% YoY)

**Q3 FY26 Guide:**
- Revenue: ~$29.4B 🚀🚀🚀
- Operating Income: ~67% of revenue (~$19.7B)
- Adj. EBITDA: ~68% of revenue (~$20.0B)

**Strategic Context:** The $29.4B Q3 revenue guide is the number that defines this print — a $7.2B sequential revenue increase from $22.19B to $29.4B in a single quarter is one of the most extraordinary forward guidance figures in semiconductor history. At 68% EBITDA margins on $29.4B revenue, Broadcom is guiding to approximately $20B in quarterly EBITDA — numbers that would make it one of the most profitable companies on Earth by any measure. The 48% revenue YoY growth confirms Broadcom's dual engine — custom AI silicon (XPUs for $GOOGL, $META, and ByteDance) and VMware enterprise software — is compounding simultaneously. The custom AI ASIC business is the rocket fuel: hyperscalers are ordering Broadcom-designed TPUs and XPUs at volumes that are overwhelming prior estimates as the $1 trillion combined cloud backlog converts to silicon procurement. VMware's software licensing is adding high-margin recurring revenue on top of the semiconductor foundation. Combined with $NVDA's $81.62B quarter and $DELL's $60B AI server guide, Broadcom's $29.4B Q3 guide completes an AI infrastructure hardware trifecta that confirms the supercycle is not just intact — it is accelerating.

#AVGO #Broadcom #AI #CustomSilicon #XPU #VMware #Earnings #Historic #DataCenter #EBITDA #Semiconductor #Supercycle

[Jesse option @AShmueil]

**🤖 https://t.co/F1UXz4gQ1l BEATS BUT REVENUE COLLAPSES 53% YoY — ENTERPRISE AI TRANSITION PAIN DEEPENS | $AI**

https://t.co/oJalgtNE2W delivered a narrow Q4 2026 double beat while reporting a devastating 52.53% revenue decline YoY — a print that exposes the fundamental challenge of competing in enterprise AI when hyperscalers and platform companies are offering AI capabilities as integrated features rather than standalone products.

- EPS: -$0.33 vs -$0.37 est ✅ (+10.81% beat)
- Revenue: $51.60M vs $50.23M est ✅ (+2.73% beat, -52.53% YoY) ❌

**FY27 Guide:**
- Q1 Revenue: $50.0M–$54.0M
- FY Revenue: $210.0M–$240.0M
- Q1 Operating Loss: -$40.5M to -$48.5M
- FY Operating Loss: -$128.0M to -$160.0M

**Strategic Context:** The -52.53% revenue YoY decline is one of the most severe top-line collapses among publicly traded AI companies this earnings season — a jarring contrast to $INOD Innodata's 54% surge, $DDOG's $1B milestone, and $CRM Salesforce's Agentforce-driven 50% EPS growth. https://t.co/oJalgtNE2W's business model — selling pre-built enterprise AI applications to large corporations — is being structurally disrupted by the same AI platforms it ostensibly serves. Why pay https://t.co/oJalgtNE2W for a standalone AI application when $MSFT Copilot, $CRM Agentforce, and $GOOGL Vertex AI offer embedded AI within existing enterprise software suites? The FY27 revenue guide of $210M–$240M implies at best stabilization, at worst continued contraction from the already-reduced base. The -$128M to -$160M operating loss guidance confirms https://t.co/oJalgtNE2W will burn significant cash while trying to redefine its value proposition. CEO Tom Siebel's government AI thesis — federal contracts for defense and intelligence AI applications — remains the most credible near-term revenue catalyst, but execution has been slower than promised. In a week where AI is generating historic revenues for $NVDA, $DELL, and $CRM, https://t.co/oJalgtNE2W's collapse is a stark reminder that being named after AI is not the same as winning in AI.

#AI #C3ai #EnterpriseAI #Earnings #Revenue #Decline #TomSiebel #Government #SaaS #AIApplications

[Jesse option @AShmueil]

**🦅 CROWDSTRIKE DELIVERS STRONG Q1 FY27 — 51% EPS GROWTH, $6.5B ARR PATH CONFIRMED | $CRWD**

CrowdStrike posted a clean Q1 FY2027 double beat with 26% revenue growth and 51% EPS expansion, while guiding to nearly $6B in full-year revenue and $6.5B+ ARR — a landmark print confirming the Falcon platform's post-outage recovery is complete and accelerating.

- EPS: $1.10 vs $1.07 est ✅ (+2.80% beat, +50.68% YoY) 🚀
- Revenue: $1.39B vs $1.36B est ✅ (+2.21% beat, +26% YoY)

**Q2 FY27 Guide:**
- ARR: $5.792B–$5.794B
- Revenue: $1.436B–$1.442B
- Operating Income: $345.6M–$349.1M
- Net Income: $300.7M–$303.4M
- EPS: $1.16–$1.17

**FY27 Guide:**
- ARR: $6.531B–$6.555B 🏆
- Revenue: $5.914B–$5.958B
- Operating Income: $1.452B–$1.480B
- Net Income: $1.263B–$1.285B
- EPS: $4.88–$4.96

**Strategic Context:** The $6.5B ARR trajectory is the most important forward signal in this print — CrowdStrike is on pace to cross $6.5B in annual recurring revenue within FY27, making it one of the largest pure-play cybersecurity ARR platforms in history. The 51% EPS YoY growth on 26% revenue growth confirms operating leverage is compounding — each new customer and module addition flows to the bottom line at improving margins as the Falcon platform scales. The post-July 2024 outage recovery has been nothing short of remarkable — CrowdStrike not only retained its customer base but has accelerated ARR growth through the crisis, validating the platform's mission-critical status. Project QuiltWorks with OpenAI, $IBM, and Accenture announced this earnings season adds an AI security coalition that extends Falcon's reach into the AI-generated code vulnerability market. $ZS Zscaler's partnership with both Anthropic and OpenAI alongside CrowdStrike's QuiltWorks coalition confirms the cybersecurity sector is consolidating around AI-native platforms — and both are winning. The $5.9B FY revenue guide with $1.4B+ operating income represents a scaled, highly profitable cybersecurity franchise that the Cantor $550 PT from earlier this season now looks increasingly conservative.

#CRWD #CrowdStrike #Falcon #Cybersecurity #ARR #AI #QuiltWorks #Earnings #Beat #Security #Platform

[Jesse option @AShmueil]

**🛍️ FIVE BELOW CRUSHES Q1 FY27 — 158% EPS SURGE, 32.5% REVENUE GROWTH | $FIVE**

Five Below delivered a spectacular Q1 FY2027 double beat, with EPS growing 158% YoY and revenue surging 32.5% — one of the strongest prints in discount retail this earnings season as the value consumer trade-down wave reaches peak intensity.

- EPS: $2.22 vs $1.79 est ✅ (+24.02% beat, +158.14% YoY) 🚀
- Revenue: $1.29B vs $1.23B est ✅ (+4.52% beat, +32.50% YoY) 🏆

**Q2 FY26 Guide:**
- Net Sales: $1.18B–$1.20B
- Adj. EPS: $1.17–$1.29

**FY26 Guide:**
- Net Sales: $5.40B–$5.48B
- Net Income: $480M–$502M
- Adj. Diluted EPS: $8.65–$9.05
- CapEx: $230M–$250M

**Strategic Context:** The 158% EPS YoY growth is the most dramatic profitability expansion in Five Below's history — and the timing is no accident. Five Below's $1–$5 price point extreme value model is the ultimate beneficiary of the consumer trade-down wave powering this earnings season across $DLTR, $GO, $MCD, and $PLNT. In a $6 California gas, $119 Brent oil, Iran-driven inflation environment, consumers at every income level are hunting for entertainment, seasonal, and everyday items at the lowest possible price point — and Five Below delivers exactly that experience. The 32.5% revenue growth at $1.29B quarterly scale confirms store expansion and same-store sales momentum are both firing simultaneously. The $5.40B–$5.48B FY revenue guide implies continued strong performance through the back half — including the critical holiday season where Five Below's treasure-hunt format drives disproportionate traffic. The $8.65–$9.05 adj. EPS guide for the full year represents exceptional profitability for a discount retailer at this growth rate. Five Below joins Dollar Tree in confirming that the $1–$10 price point is the single most recession-resilient retail category in the American consumer economy right now.

#FIVE #FiveBelow #ValueRetail #Discount #Consumer #Earnings #Beat #TradeDown #Inflation #Recession #Growth

[Jesse option @AShmueil]

BREAKING: Stripe, Visa & Mastercard to Back New Stablecoin PlatformStripe, Visa, and Mastercard are set to back a new stablecoin platform, according to CoinDesk.This marks a major move by traditional payments giants into the stablecoin space, signaling growing institutional acceptance and integration of stablecoins into mainstream financial infrastructure.Related tickers:
$V $MA $CRCL $COIN#Stablecoin #Stripe #Visa #Mastercard #Crypto #Payments #BREAKING

[Jesse option @AShmueil]

BREAKING: Uber's Financial Commitments to Self-Driving Startup Nuro Reach Nearly $500M$UBER Uber has committed close to $500 million in total financial support to autonomous delivery startup Nuro, according to Reuters.This significant investment underscores Uber’s continued push into autonomous technology, particularly for delivery and logistics, as it looks to integrate more self-driving capabilities into its platform.#UBER #Nuro #Autonomous #SelfDriving #Robotics #BREAKING

[Jesse option @AShmueil]

BREAKING: Apple Smart Glasses Roadmap Update from Ming-Chi KuoAccording to supply chain analyst Ming-Chi Kuo:Apple’s display-equipped AR/XR smart glasses (using advanced optical waveguides) have been delayed to 2029.
The lighter display-less AI glasses (similar in style to Ray-Ban Meta) remain on track for a 2027 launch.
Apple is shifting resources away from the Vision Pro line toward smart glasses with greater mass-market potential.

This reflects Apple’s strategic pivot toward more accessible wearable AI devices rather than high-end mixed reality headsets in the near term.#AAPL #Apple #SmartGlasses #AIGlasses #AR #MingChiKuo #BREAKING

[Jesse option @AShmueil]

BREAKING: Honeywell Provides Strong 2026 Guidance & Long-Term OutlookHoneywell announced its 2026 outlook and raised its longer-term targets:2026 Guidance:Organic Sales Growth: 7% - 9%
Adjusted EBIT: $4.65 - $4.75 billion
H2 2026 Free Cash Flow: $1.0 - $1.5 billion

Longer-Term Targets (by 2030):EBIT to exceed $6.5 billion
Free Cash Flow to surpass $4 billion

This reflects strong confidence in sustained growth across its diversified portfolio, particularly in aerospace, automation, and energy transition-related businesses.#HON #Honeywell #Guidance #Earnings #BREAKING

[Jesse option @AShmueil]

**BREAKING: Iran Says No Tangible Advancement in US Negotiations** **Iran’s Foreign Minister Abbas Araghchi** stated: > “No tangible advancement has been achieved in US negotiations.” The comment, reported by **Tasnim**, indicates that recent diplomatic efforts between Tehran and Washington have not produced meaningful progress so far. #Iran #Araghchi #USIran #NuclearTalks #Diplomacy #BREAKING

[Jesse option @AShmueil]

**BREAKING: Eli Lilly Halves Planned €2.3B Investment in Germany** $LLY Eli Lilly CEO **Dave Ricks** told German business daily *Handelsblatt* that the company will **halve** its initially planned **€2.3 billion ($2.5 billion)** investment in Germany. The decision comes as Eli Lilly shifts focus back to its **home market in the United States**. #LLY #EliLilly #Germany #Investment #Pharma #BREAKING

[Jesse option @AShmueil]

**BREAKING: Apple Smart Glasses Delayed to 2029, But AI Glasses Still Targeted for Next Year** $AAPL Apple’s ambitious **Smart Glasses** project (full AR glasses with advanced capabilities) has reportedly been delayed until **2029**. However, the company is still planning to launch simpler **AI-powered glasses** as early as **next year** (2027). This suggests Apple is taking a phased approach — starting with lighter AI-focused wearable glasses before rolling out its more advanced AR product. #AAPL #Apple #SmartGlasses #AIGlasses #Wearables #BREAKING

[Jesse option @AShmueil]

🤔🤔

[Grant Cardone @GrantCardone]

When marginal Bitcoin holders sell to chase AI he sells his BTC. This sell off has nothing to do with fundamentals of those of us who have a business built around BTC.

[Jesse option @AShmueil]

**BREAKING: Alphabet $GOOGL to Use ~$30B of $80B Equity Raise for Employee Tax Obligations** **Alphabet** plans to allocate approximately **$30 billion** — nearly **40%** of its massive **$80 billion** equity raise — to cover tax obligations tied to employee equity awards, according to The Information. - This amount is roughly **double** last year’s total - Represents about **14%** of expected operating cash flow This highlights the significant tax burden Alphabet faces from its stock-based compensation as the company continues aggressive AI spending. #GOOGL #Alphabet #Google #EquityRaise #TaxObligations #BREAKING

[Jesse option @AShmueil]

**BREAKING: Germany, France & UK Formulate Plan to Engage Putin in Peace Talks with Kyiv** **Germany, France, and the UK** have jointly developed a plan to engage **Russian President Vladimir Putin** in peace negotiations, with **Ukraine (Kyiv)** also included in the process, according to World Events. This represents a coordinated European diplomatic push to seek an end to the Russia-Ukraine conflict. #Ukraine #Russia #Putin #Europe #PeaceNegotiations #Diplomacy #BREAKING

[Jesse option @AShmueil]

**BREAKING: Iran Claims U.S. Patriot Systems Caused Airport Terminal Destruction** **Iran’s Tasnim** news agency, citing the **Islamic Revolutionary Guard Corps (IRGC)**, reported that the destruction of an airport terminal was caused by an **error in U.S. Patriot missile defense systems** after they failed to intercept Iranian missiles. This is the latest Iranian account regarding recent strikes and defensive operations in the region. #Iran #IRGC #Patriot #Tasnim #Geopolitics #BREAKING

[Jesse option @AShmueil]

**BREAKING: Fed Beige Book — Slight to Moderate Economic Expansion, But Uncertainty Weighs on Sentiment** The Federal Reserve’s **Beige Book** reported that U.S. economic activity expanded at a **slight to moderate pace** across most Fed districts. However, **elevated uncertainty** and **signs of softening consumer spending** continued to weigh on business sentiment. This suggests the economy is still growing, albeit modestly, while caution remains high among businesses. #Fed #BeigeBook #USEconomy #ConsumerSpending #BREAKING