ÜBER DIESE EPISODE
A split week: the S&P 500 and Nasdaq slipped while the Dow and Russell 2000 climbed. Megacap tech got re-priced on AI capital spending — Meta raised 2026 capex to $135–145B and turned free cash flow negative, Tesla cut its vehicle target, IBM warned on enterprise software budgets. Then Friday brought an oil shock: Houthi drone attacks on Saudi Aramco sent Brent toward $117. Gold fell 4% to $4,000, bitcoin held $81K, and the 10-year ended at 5%. Next week: the FOMC decision, Microsoft and Alphabet earnings, and PCE inflation.
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VERGANGENE FOLGEN SUCHEN
Vorhandene Folgen von Exponential Learning durchsuchen.
WEITERE EPISODEN IN DIESEM PODCAST
EQT's all-stock acquisition of Range Resources: terms, premium, synergies, breakeven under $2, and what to watch into EQT's Q3 print tomorrow.
Verizon Q3 2026: adjusted EPS .31 beat, record 3.8B EBITDA, 406K postpaid phone adds (best Q3 in five years), guidance raised for the third straight quarter, and a B+ AWS edge deal.
Goldman Sachs prime brokerage data shows the fastest hedge fund technology de-grossing in records back to 2016, U.S. fundamental long-short net leverage at the 0th percentile of five years (about 43.7%), and technology still 23.5% of the global prime book - the 90th percentile. The episode separate…
Anthropic, PBC filed its public Form S-1 on SEC EDGAR on October 26, 2026 (CIK 0002130357, File No. 333-299633). Ticker: ANT (Nasdaq). Price range and share count are blank in this initial filing. Audited highlights: 2025 revenue $4,585M, operating loss $(8,060)M, net loss $(41,965)M driven mainly …
Shawn O'Malley, Daniel Mahncke and Kyle Grieve of The Intrinsic Value Podcast spend ~40 hours a week valuing one business, publish a model and an intrinsic-value estimate, and then decide in public: add it to the Intrinsic Value Portfolio, or pass. They pass roughly 80% of the time.
This episode to…
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