Apple $AAPL just reported Q4 earnings: - Revenue: $114.48 billion vs. $113.46 billion expected - EPS: $2.10 vs. $2.00 expected - iPhone: $57.58 billion vs. $56.48 billion expected - Services: $31.57 billion vs. $31.58 billion expected
unusual_whales
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BREAKING: Microsoft $MSFT is looking to raise at least $25 billion in its first bond sale since 2017 The last time Microsoft tapped the bond market was a $17 billion sale in January 2017, months after borrowing nearly $20 billion to buy LinkedIn.
BREAKING: DoorDash will acquire Instacart for about $17 billion, per CNBC
BREAKING: Marvell $MRVL in advanced talks to buy Lumentum $LITE, per Bloomberg Lumentum makes optical components for AI data centers. A deal could be announced as soon as next week. Lumentum is worth about $83 billion; Marvell about $221 billion
BREAKING: $GOOGL down 8% after hours to ~$295 after earnings It missed on both EPS and revenue. Meanwhile, cloud revenue beat estimates. EPS growth went +82% in Q1'26 and +296% in Q2'26. https://t.co/JbmVl60fFj
We are launching a podcast tomorrow! Unusual Bets, where every episode, one guest makes a bold bet on the future and stakes their business, money, or reputation on it. First up: Dan Ives, @DivesTech, who bets we're less than 15% through the AI bull market. What if he's right? Listen anywhere you get your podcasts.
Anthropic’s stock ticker is projected to be $ANT, per Polymarket, with traders giving it a 65% chance. Anthropic is reportedly aiming to go public in November, after the midterms.
Citadel's Ken Griffin says we're in an AI bubble
BREAKING: OpenAI says it found a critical flaw in Brotli, a widely used compression library built into software like Node.js, Bun and Envoy. The bug could let an attacker take over a system just by sending it malicious compressed data, with no login needed. That works both ways: a hacker could hijack an unpatched server, or a malicious server could hijack an unpatched user’s device.
