Direxion Shares ETF Trust - Direxion Daily META Bear 1X Shares is an exchange traded fund launched by Direxion Investments. The fund is managed by Rafferty Asse...
$AMD(AMD.US)
AMD delivered impressive Q3 2026 results: revenue reached $13.4B (+45% YoY), adjusted EPS $2.09 (+74%), and data-centre revenue surged 97%. Q4 revenue guidance of $17B signals accelerating AI demand. Shares recently experienced volatility ahead of earnings. Long-term outlook remains attractive, but its premium valuation increases downside risk.
$Tesla(TSLA.US)$Meta Platforms(META.US)$Alphabet(GOOGL.US)
Bill Ackman pushes back on Big Tech's AI spending fears
Ackman's fund Pershing Square put 37.4% of its money into Big Tech, betting on growth as capex went from $140 billion to $740 billion in 3 yearsHe claims:• The spending is offensive growth, not defensive• A capex cut would boost free cash flow too• Pershing Square holds $Microsoft(MSFT.US), $Meta Platforms(META.US) and $Amazon(AMZN.US)• Hyperscaler revenue could run 15% to 35% above Wall Street's estimates by 2029Ackman's exact words: "[Wall Street is] ascribing limited potential to the significant future growth in revenue and earnings"Big Tech just lined up more than $60B of new bonds in about a week
$Microsoft(MSFT.US) sold $25B on Thursday, its first US bond deal since 2017$Meta Platforms(META.US) is seeking at least $20B across dollar and euro bonds, its first ever sale in euros$Oracle(ORCL.US) sold $10B of bonds Monday with coupons as high as 8.65%, alongside about $9.9B of new stock$Alphabet(GOOGL.US) raised €6B in Europe, its second euro sale this yearBig Tech had stayed out of the US bond market for almost three months after its last borrowing binge spooked investorsThe AI buildout is now being funded with debt, not just cash flow. $Meta Platforms(META.US), $Alphabet(GOOGL.US) and $Amazon(AMZN.US) all just reported negative free cash flow, so the real test is whether bond buyers keep saying yes at these pricesSource: StockMarket.News
