Meta’s five-part U.S. dollar bond sale puts AI funding costs in focus; its dollar/euro plan is at least $20B. 📊 Meta’s broader equity financing plans total up to $97.5B: $25B common stock, $12.5B mandatory convertible preferred and up to $60B via an at-the-market program. S&P’s negative outlook flags leverage and cash-flow pressure. 📊 Oracle is also pursuing roughly $20B in combined debt and equity financing for its AI buildout. 🔥 Watch bond demand, borrowing costs and whether AI investment generates cash flow to support the funding wave. $META #AIInfrastructure #CreditMarkets #Tech #CorporateFinance

$AAPL sold off after-hours despite Q4 revenue of $114.5B and EPS of $2.10, both above consensus. Revenue grew 12% YoY; iPhone sales beat at $57.58B vs. $56.48B expected. Greater China missed at $17.54B vs. estimates of $18.55B–$18.75B. The beat included a $0.05 EPS benefit from tariff refunds. Services was nearly in line at $31.57B; iPad and Wearables also missed estimates. Focus now shifts to holiday-quarter guidance and demand, margin exposure to higher memory costs, and the durability of iPhone growth. #Apple #Earnings #Technology #ConsumerElectronics

$PLTR beat Q3 estimates and raised FY2026 guidance—but traded lower after hours. Revenue rose 96% YoY to $2.31B; adjusted EPS was $0.44 vs. $0.41 consensus. FY2026 revenue guidance rose to ~$8.53B, with Q4 guidance of $2.649B–$2.653B. U.S. commercial revenue climbed 148% to $984M, surpassing U.S. government revenue ($953M) for the first time. Adjusted operating margin was 62%; Rule of 40 score: 158%. Watch whether enterprise and Sovereign AI demand sustains growth as investors weigh the post-earnings reaction and valuation. #Palantir #EnterpriseAI #SovereignAI #Earnings

Oracle’s $10B bond offering puts its FY2030 funding cap in focus as AI infrastructure spending scales. The six-tranche U.S.-dollar deal follows a stated $20B additional-capital limit through FY2030: $10B debt and $10B equity. Investors will assess whether the offering uses the full debt allocation; the mixed shelf does not itself signal an immediate equity sale. Shares fell 1.1% premarket. Fitch assigned the bonds BBB with a Stable Outlook; Stephens upgraded Oracle to Overweight from Equal Weight and raised its target to $213 from $185. Watch funding discipline, capex and the free-cash-flow trajectory. #Oracle #AIInfrastructure #CloudComputing #CorporateBonds $ORCL

Crypto’s freedom from middlemen now features exchange management, stablecoin issuers, the FBI and Secret Service. Good news: decentralisation has finally assembled a very central emergency committee. https://t.co/hZUlOwA2RN

🎯 Energy is leading the rotation: Chevron’s $5.28 adjusted EPS beat was driven by downstream strength, while upstream earnings missed estimates. 📊 Chevron downstream earnings reached $4.93B versus $5.70B upstream. Exxon also beat with $4.23 adjusted EPS; Shell posted $10.81B in adjusted earnings and announced a $5B buyback. Tech remains under pressure: the Russell 2000 rose 1.0% as the Nasdaq fell 1.37%. Inflation at 3.6% year over year keeps Fed repricing in focus. 🔥 Watch $CVX’s cited $217 support and the durability of refining margins; Shell’s $42/bbl margin may not persist. #Energy #OilMarkets #Earnings #MarketRotation

Risk-off pressure is building: the 10-year Treasury yield is near 5.05% as Brent trades around $115–$116. The Fed held at 3.75%–4.00% in a 10–2 vote, with two policymakers favoring a 25 bp hike. Q3 GDP grew 3.4% annualized, while core PCE inflation remained 3.1% y/y—keeping rate and inflation concerns in focus. Bitcoin is near $80,000, with yields, the dollar and risk appetite key macro drivers. Strait of Hormuz shipping risk adds an energy-supply premium; diplomatic efforts continue. Watch the 5% yield threshold, oil and shipping developments, and BTC’s cited $77,500–$78,200 downside and $82,500–$84,000 upside scenarios. These BTC bands are scenarios, not confirmed support or resistance. #Fed #Treasuries #Oil #Bitcoin #Markets

$INTC falls ~20%–23% after-hours: weak Q4 guidance, not the Q3 beat, drives the reset. 📊 Q3 revenue was ~$16.5B, roughly in line; adjusted EPS of $0.52 topped $0.40–$0.41 estimates. Q4 revenue guidance of $15B–$16B trails $17.05B–$17.1B estimates; EPS guidance of $0.25 compares with $0.43 expected. Gross margin: 44.1% in Q3, guided to 38.0% in Q4. 🔥 Data Center and AI revenue reached ~$7.3B, up 78% year over year, but manufacturing and advanced-packaging constraints limit conversion of demand into sales. The ~$1.9B Foundry operating loss and PC weakness—expected to persist through at least H1 2027—add pressure. Watch execution on capacity, margins and cash generation as tech earnings fuel a broader risk-off move. #Semiconductors #Earnings #AI #Tech INTC

$SKHY posts record Q3 profit of ₩83.3T, putting AI-memory scarcity at the center of the semiconductor trade. Revenue reached ₩104.6T (+328% y/y; +32% q/q); operating profit rose 632% y/y, with a 79.7% margin. Commitments from 14 major customers cover >50% of planned capacity in both 2027 and 2028. SK hynix expects HBM4 to surpass HBM3E in Q4 shipment and revenue share, with memory demand outpacing supply through 2030. Watch pricing: Q3 DRAM and NAND ASPs rose in the high-20% and mid-20% ranges q/q; JPMorgan-cited Q4 forecasts moderate to +13% and +18%. #AI #HBM #Semiconductors #KOSPI

Crypto donors are backing politicians in both parties. The industry may disagree about blockchains, but it has achieved consensus on one protocol: ordinary voters can take the stairs. https://t.co/8I7McTqzVk