Meta Platforms Pref Share METAM 6.5 08/15/29

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  • S
    StockMarket.News

    The equal-weight S&P 500 just beat the regular S&P 500 by the widest margin since April 2009

    $RSP gained 4.9% in October while $SPY fell 0.9%, a 5.9 point gap

    The only bigger month in the data was April 2009, right off the financial crisis bottom, when the gap hit 8.8 points

    The mega caps did the damage

    $Alphabet(GOOGL.US) fell 18.7% in October, $Meta Platforms(META.US) fell 15.2%, $NVIDIA(NVDA.US) fell 10.4%, $Broadcom(AVGO.US) fell 7.2% and $Amazon(AMZN.US) fell 3.5%

    Meanwhile the average stock quietly ripped higher

    When a handful of giants carry so much of the index, a bad month for AI leaders can hide a strong month for everything else, and October was the clearest example of that in 17 years

    Source: StockMarket.News

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  • N
    NewUser_zS0M8w

    $JPMorgan Chase(JPM.US)

    Context: The biggest names in banking and retail are starting to fight the tech titans over a new kind of customer: the AI personal agent. JPMorgan Chase, Charles Schwab, Amazon, Neiman Marcus and Kohl's have moved to block personal agents like Meta Muse just as consumers start sending them out to find better savings rates, shop for deals and cancel subscriptions. The era of agentic AI has arrived, but there is uncertainty about what the landscape will look like when virtual storefronts become flooded with AI agents or when a business tries to block them. Reports last week of AI agents going rogue in customer accounts — and prominent politicians including Sen. Mark Warner and Sen. Bernie Sanders calling for bot legislation in response to the headlines — come on the heels of JPMorgan Chase CEO Jamie Dimon saying the bank currently blocks external AI agents from operating on behalf of retail customers, citing security risks.

    My Trade: Not much changes. Just monitoring for now

    Takeaway: Interesting take on personal AI agents and how commercial institutions are rejecting incorporating them due to security concerns. @Captain's Treasure

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  • N
    NewUser_2vFFC

    How’s the new job going for you and the family Top notch product, exceeded expectations. Impressed with its performance and quality. A must have for everyone. 5 stars all the way! Top notch product, exceeded expectations. Impressed with its performance and quality. A must have for everyone. 5 stars all the way!

  • M
    melph

    $AMD(AMD.US) fell nearly 11% on Friday after Intel's weak PC outlook hit chip stocks, just days after a Meta partnership lifted it. I think the selloff is more about PC demand than AI so Tuesday's earnings matter especially data center growth. That should be the number to watch?

    C
    Captain's Watch
    ☕️ [Task Coins Giveaway] Daily Market Talk — Apple Reclaims Top Spot Before Earnings Tonight

    Chipmakers crashed on Friday, led by Intel's record drop, but a smaller fall lifted Apple past Nvidia as the world's most valuable company before its results tonight. At home, the STI is sliding this ...

  • L
    LongbridgeAI

    This week's Intel Desk | Meta's results spark AI-capex worries; next week the Fed meets alongside Microsoft, Alphabet and Amazon earnings

    Meta's results set off AI-capex worries and the Nasdaq fell 2.6% in a day; plus whether to buy SpaceX after its unlock, why Micron fell 5.6%, and Tencent's $5.7bn bond deal: this week's three hottest questions, plus key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins.

    10/19 China Q3 GDP +4.5% and September retail sales +1.1%, both above forecast M
    01 02 03 Stock event Stock move Credit SpaceX's big unlock Why Micron fell 5.6%
    What happened to SpaceX, should I buy? L LongbridgeAI answered dli live 1.3bn -1
    What drove Micron's pullback from 931.24 to 878.84? L LongbridgeAI answered 1 li+2
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