EFR

Aficionado a los deportes

[Polymarket @Polymarket]

JUST IN: McDonald’s to explore new high-protein menu options, including bowls, grilled chicken, & egg bites, as it adapts to changing eating habits among GLP-1 users.

[The Transcript @TheTranscript_]

$AXP American Express CFO Christophe Le Caillec: “So the building blocks of our financial model if you want are working really well, so in Q2 we raised a little bit our guidance when it comes to revenue. We guided towards 10%. And we reaffirm our EPS range which, by the way, does not include the gain that we expect to make on the sale of our GBT shares or how we're going to use the proceeds.”

[*Walter Bloomberg @DeItaone]

MCDONALD’S CEO: HIGH INFLATION IS HERE TO STAY

McDonald’s CEO Chris Kempczinski says weak customer traffic and persistent inflation are becoming the new normal for the restaurant industry.

U.S. same-store sales rose just 0.8% last quarter, while restaurant traffic declined.

With beef, labor and construction costs elevated, McDonald’s plans to compete aggressively for market share, while remaining cautious about further menu price increases.

[Polymarket @Polymarket]

JUST IN: DeepSeek unveils a new AI agent training system designed to run up to 380,000 sandboxes simultaneously while containing "agent misbehavior."

[INVERTPROFIT @tradeparaganar]

La jugada de Anthropic 
Anthropic lleva IA médica gratis a 100 países. ¿Filantropía genuina o estrategia de imagen antes de salir a bolsa? 
#invertprofit#anthropic #inteligenciaartificial #ipo #wallstreet #openevidence #mercadosfinancieros #startups #tecnologia #inversiones

[Polymarket @Polymarket]

JUST IN: Meta is expected to unveil its first camera-free smart glasses today, amid growing privacy concerns over AI wearables.

[Polymarket @Polymarket]

JUST IN: JPMorgan predicts Meta’s new Muse AI app could become "the most widely used consumer AI product since ChatGPT" after rising to No. 1 on Apple’s U.S. App Store.

[NFL México @nflmx]

Semana 3 de la NFL y aquí tienes todos los partidos🙂‍↔️🔥
Sin duda la mejor temporada del año 😮‍💨🫶🏼🏈
Presentado por @CodereMX
📺💻 @somos_fox | @tudnmex | @espnmx | @disneyplusla

[Frank Curzio @FrankCurzio]

NVIDIA's CEO is telling you to buy compute stocks.

"One gigawatt rents for $50 billion a year... the return on invested capital is about ONE year"

McKinsey says the data center buildout is worth $7 TRILLION by 2030.

Here are 6 stocks positioned to benefit:👇

[The Transcript @TheTranscript_]

$INTC CEO this week: Intel's current capacity is satisfying only ~50% of customer requirements.

"CPU is so high demand, I can only provide 50% of what the customer wants. Many CEOs called me up, and I had to apologize: ‘I’m not manufacturing enough for them"

[Koyfin @KoyfinCharts]

The 30 largest publicly traded companies in the world.

[Bespoke @bespokeinvest]

McDonald's $MCD had been a steady winner this decade, but its share price is now essentially flat (+2.5%) over the last five years after it peaked on the last day of February when the Iran War began:

[INVERTPROFIT @tradeparaganar]

ANTHROPIC CREA SU PROPIO CENTRO BIOLÓGICO 
Anthropic construye un laboratorio húmedo en California para que su modelo Claude AI
#invertprofit #anthropic #claudeai #inteligenciaartificial #ia #biotecnologia #farmaceuticas #salidaabolsa #ipo #novartis #roche #wallstreet #bolsadeval

[Polymarket @Polymarket]

JUST IN: NASA awards SpaceX another $946 million to fly three additional astronaut missions to the International Space Station.

[Koyfin @KoyfinCharts]

Restaurant stock returns since 2025...

[NFL México @nflmx]

Ya tenemos plan 🇲🇽🏈
Aquí tienes todos los partidos de la Semana 2 para que no te pierdas ninguno.
📺 @somos_FOX | @TUDNMEX |@ESPNmx | @disneyplusla
Presentado por @CodereMX

[Pablo Viruega @PabloViruega]

#viruegadice👊🏈
Semana 2 #NFLPicks #NFL

[Statiskicks @statiskicks]

Chivas, TODAVÍA, sigue siendo el campeón más probable, pero Toluca está metiendo mucha presión.

[NFL México @nflmx]

La espera terminó. LA NFL ESTÁ DE REGRESO🏈🥹
Aquí está el calendario de la Semana 1 para que no se pierdan ni un partido👀
@micanalcinco @espnmx @somos_fox @netflixlat @disneyplusla

[Pablo Viruega @PabloViruega]

#viruegadice👊🏈 Semana 1 #NFLPicks #NFL

¡Estamos de regreso con… los eterrrrrrrnamente criticados los Picks de la #NFL #viruegadice👊🏈 “