Commemorative
APLD Diamond HolderThis week is packed with market-moving catalysts. I expect Nokia to beat earnings with resilient telecom demand, while Intel should crush expectations as AI momentum and execution continue improving. A strong showing from both could boost semiconductor and tech sentiment heading into the FOMC meeting.
☕️ [Task Coins Giveaway] Daily Market Talk — Alphabet's $200B Capex Bill Comes Due
The AI capex bill everyone was dreading finally landed. Alphabet beat on sales and grew Cloud 82%, but guided 2026 spending to a staggering $195-205B, swung to negative free cash flow, and fell about ...
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