📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Meta Platforms(META.US) META TESTS 𝗣𝗥𝗘𝗗𝗜𝗖𝗧𝗜𝗢𝗡-𝗠𝗔𝗥𝗞𝗘𝗧 APP - NO REAL-MONEY WAGERS - WSJ
Meta employees are testing an app currently called 𝗧𝗮𝗸𝗲𝘀, where correct predictions earn credibility points, according to The Wall Street Journal.The app remains internal, with no certainty it will ever launch publicly.👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀➤ 𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: Employees wager “𝗰𝗿𝗲𝗱,” short for credibility, on questions or events. Correct predictions earn points; incorrect ones lose them. Real-money wagers aren’t allowed.➤ 𝗜𝗡𝗧𝗘𝗥𝗡𝗔𝗟 𝗧𝗘𝗦𝗧𝗜𝗡𝗚: Takes is undergoing employee testing, a process Meta regularly uses before potential releases. Its name and features could change, and a public launch remains uncertain.➤ 𝗕𝗥𝗢𝗔𝗗𝗘𝗥 𝗔𝗣𝗣 𝗣𝗨𝗦𝗛: Previously called Arena internally, the project follows Zuckerberg’s direction to build a prediction-market app. He also told employees he and Chris Cox had discussed building as many as 𝟱𝟬 𝗻𝗲𝘄 𝗮𝗽𝗽𝘀.➤ 𝗚𝗘𝗡 𝗭 𝗜𝗡𝗧𝗘𝗥𝗘𝗦𝗧: Prediction markets have gained popularity, particularly among Gen Z users—a group Meta is trying to keep engaged with its products.
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Jensen Founded Nvidia. How Could He Lose the CEO Job?
Nvidia called it a resignation; Bloomberg said the board pushed him out. Jensen co-founded Nvidia and was its only CEO for 33 years, yet he held only about 3.58% of the shares and no extra-voting stock. How can a founder lose the top job, and what does Nvidia have to replace now?
Nvidia Lost Huang. Buy Or Exit Before Results? - T
Apparently NVIDIA's entire AI business was stored in Jensen's pants.
Yes, losing Jensen is a big deal. But his personal life choices don't change one iota of the AI revolution.Microsoft, Google, Amazon and Meta aren't canceling their data centers because Jensen left the building.CUDA still works. The GPUs still work. And NVIDIA still has some of the best engineers on the planet.Expect volatility, panic selling and enough drama to keep Netflix busy.If the fundamentals hold up, buy the dip.Still extremely bullish on $NVIDIA(NVDA.US) , with or without the leather jacket man. - D
Nebius (Trans): Prepayments fully cover capex; revenue to quadruple next year
Upfront payments from new contracts now cover >100% of capex to bring capacity online. 2027 revenue guidance increases ~4x to $12–13bn, with PBT breakeven in Q4.
However, delays at managed sites including New Jersey narrow 2026 revenue guidance to $3.0–3.2bn. The next GW of capacity will primarily come from owned sites.Conference MinutesNebius - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Oklo said a prepayment from Meta Platforms will fund Oklo's purchase of high-assay, low-enriched uranium (HALEU) for its planned 1.2 GW campus project in Ohio, USA. - $Oklo(OKLO.US) $Meta Platforms(META.US)
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$Coreweave(CRWV.US)
CoreWeave (CRWV) – Q3 2026 Earnings:
Revenue reached $3.66 billion, up 168% year-over-year, beating estimates. However, GAAP net loss widened to $709 million. Backlog reached $132.5 billion. FY2026 revenue guidance increased to $13–13.3 billion. Shares rebounded to approximately $55 on November 11.
Strong growth, but debt and spending remain risks
$Tesla(TSLA.US)$Meta Platforms(META.US)$Alphabet(GOOGL.US)
Trade Showcase: Trade, Show & Earn Rewards! - D
Anthropic sell-side briefing: key disclosures; is expectations mgmt underway?
On Nov 10, two sell-side analysts from $Anthropic(ANT.US)'s IPO syndicate (one covering software, one internet) hosted a Q&A. Although some key figures were their own estimates, the timing suggests a degree of management endorsement, making it a useful read-through for Anthropic's near- to mid-term growth outlook. Dolphin Research's takeaway: soft near term but more upbeat over the medium to long run (vs. already-trimmed expectations), underscoring a company with bold monetization ambitions.
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Anthropic - E
Yuanta Securities: Accelerator Market
> Nvidia continues to hold leadership in shipment volume, with nearly 15 million units in 2027F. Google a close 2nd. > Nvidia's accelerator market share in terms of shipment volume expected to be 54% in 2026F, before dropping 41% in 2027F as non-Nvidia chips ramp in higher volume. $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $AMD(AMD.US) - A
Inventec, the Taiwan AI server maker, blame ongoing components shortages – CPUs, memory, HDDs, passive components, PCBs, etc. – for a spike in inventories to NT$162.4 billion (US$4.9B), as parts mismatches hurt Inventec’s ability to fulfill spot orders, media report, noting higher materials costs also bit. Third quarter net profit fell 34.8% from Q2 due to the costs and a shift in product mix to lower margin hardware.
Inventec said client demand remains strong and it expects 2027 GPU and ASIC AI server revenue and shipments to grow at a high double digit % pace. $Dell Tech(DELL.US) $Hewlett Packard Enterprise(HPE.US) $Super Micro Computer(SMCI.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Oracle(ORCL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US)Source: Dan Nystedt
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Global server shipments fell for a second straight quarter in the 3rd quarter, down 0.8% to 4.638 million units due to shortages of CPUs, memory and substrates, media report, citing DigiTimes Research:
-Forecasts 4th quarter server shipments up 5.5% to 4.89 million-Meta is expected to take 19% of shipments, up from 13.4% in the 3rd quarter and topping Amazon for 1st place; Google remains in 3rd; Dell in 4th and Microsoft 5th. -Taiwan manufacturers are expected to maintain a global share of 88.9% of server shipments in the 4th quarter, led by Quanta Computer at a global 25% share. -Full year 2026 server shipments are seen hitting 18.95 million, up 14.2% over 2025 and another record high. $Meta Platforms(META.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Dell Tech(DELL.US) $Microsoft(MSFT.US)Source: Dan Nystedt
