Maple Nudge

[Maple Nudge @MapleNudge]

@cmsinvests Oops I missed it

[Maple Nudge @MapleNudge]

@WatcherGuru And AI is leading the way

[Maple Nudge @MapleNudge]

@Kalshi Okok calm down there

[Maple Nudge @MapleNudge]

@Kalshi Getting closer to 2T👀

[Maple Nudge @MapleNudge]

The market is absolutely rebounding after hours👀

$ALAB, $DELL, $CRWV, $NBIS, $SMCI, $SPCX

AI is having infrastructure plays coming back to normal. The only question I have is how long this can last.

Are we going to see a full rebound or is this temporary?

[Maple Nudge @MapleNudge]

58% PREMIUM. 🔥

That’s what $CRM is paying to acquire $BRZE

Deal value: $5.66 BILLION

Braze shares surged more than 50% TODAY

Salesforce is buying real-time customer engagement and AI-powered marketing technology

[Maple Nudge @MapleNudge]

$6 BILLION. 🤯

That’s the spending milestone in $AMZN expanded agreement with $MMM

Amazon is buying optical connectivity and other data center products.

$MMM surged 5.8% TODAY

AI infrastructure spending is reaching companies most investors never associated with the AI trade.

[Maple Nudge @MapleNudge]

$7.6 BILLION in AI revenue. 🤯

That’s what $SPCX just generated in ONE quarter.

Total revenue: $14.58B, +161%
Net profit: $4.4B

AI is now generating MORE revenue for SpaceX than its satellite connectivity business.

SpaceX isn’t just a rocket company anymore.

[Maple Nudge @MapleNudge]

@Kalshi Shout out Jensen

[Maple Nudge @MapleNudge]

@EliTradezOption @_turbo_11111 @ShaneStoffer U said u spawned in on the highest difficulty when clearly u didn’t

[Maple Nudge @MapleNudge]

@SimslearnAi Craziest part… this never happened

[Maple Nudge @MapleNudge]

$330 MILLION.

That’s Berkshire Hathaway’s latest investment in $BSP

The stock exploded 41% TODAY. 🔥

Bending Spoons owns businesses including:

AOL
Vimeo
Evernote
WeTransfer

Berkshire has now invested $930M in the company

Greg Abel is making some aggressive technology bets

[Maple Nudge @MapleNudge]

2030. 🤯

That’s how far ahead some customers are looking to secure $ASML chipmaking equipment.

Q3 revenue: €11.7 BILLION

Full-year revenue guidance: €44B to €45B

Meanwhile, semiconductor stocks are getting crushed.

Wall Street just isn’t rewarding everyone for it anymore.

[Maple Nudge @MapleNudge]

$CRWV -15%
$NBIS -10%
$ORCL -8.8%
$DELL -11.4%

Nearly $80 BILLION in combined market value erased😳

And here’s the scary part…

One CoreWeave bond now yields around 15%

AI demand hasn’t disappeared

The market is questioning how the massive data centers will be financed

[Maple Nudge @MapleNudge]

3.7% inflation vs 3.6% expected😬

Core inflation: 2.6% vs. 2.5% expected

Gas prices jumped 9.1% in 1 MONTH

October Fed hike odds surged from 22% to 37%

Nasdaq: -1.88%

Market wanted confirmation inflation was light

Instead, it got another reason to fear higher interest rates

[Maple Nudge @MapleNudge]

$6.44 BILLION.

That’s how much $GS generated from equities trading in ONE quarter. 🤯

+72% year over year.

Earnings per share:

Expected: $13.02
Actual: $17.01

While investors struggled with market volatility, Goldman was making billions helping them trade through it.

[Maple Nudge @MapleNudge]

The memory trade is getting SMOKED

SK Hynix: -10%
Samsung: -7.4%
$MU : -3.6%

This is getting ugly. 😬

Reports of a memory-chip breakthrough from China’s CXMT are raising fears of

Investors are suddenly questioning how long today’s extraordinary memory profits can last.

[Maple Nudge @MapleNudge]

$1.21 BILLION😳

That’s how much U.S. regulators just penalized $BAC

The reason?

The bank failed to report more than $5 BILLION in suspicious

The largest EVER imposed by the OCC

And here’s the timing…

Bank of America reports earnings TOMORROW.

[Maple Nudge @MapleNudge]

@cryptorover Ain’t no complaints, I got my piece

[Maple Nudge @MapleNudge]

@unusual_whales Let’s go Zuck