Palantir is quietly becoming the operating system $GOOGL – FY 2025 Capex guidance raised to $91–$93 $META - over-building compute as a low-risk pre-in$MSFT CapEx growth is re-accelerating in FY26 - $3The U.S. Army and Northern Command (NORTHCOM) have$Amazon(AMZN.US)Amazon will release its earnings aIts over…Palantir stopped selling “what AI could do.” It stTRUMP CALLS XI ‘TOUGH NEGOTIATOR’ AT FIRST MEETINGXI SAYS HE’S ‘READY TO CONTINUE’ WORKING WITH TRUM$Apple(AAPL.US)Apple will report earnings after th$Coinbase(COIN.US)Coinbase will release its earninBitcoin is Musk’s hedge against his own regulators"We will never be a Socialist or Communist CountryShipping rates (FEU) for North America are set to Server DRAM contract prices (DDR5) will rise 18-23China’s rare earth exports to the U.S. have collapNVIDIA $NVDA just did something no other company iDonald J. Trump Truth Social Post 05:23 PM EST 10/Donald J. Trump Truth Social Post 05:37 PM EST 10/Donald J. Trump Truth Social Post 05:45 AM EST 10/Donald J. Trump Truth Social Post 06:03 PM EST 10/$MSFT reported a solid qtr. Story getting a bit beDonald J. Trump Truth Social Post 05:47 PM EST 10/The lefties in NYC are about to elect communism wiTesla’s not waiting for the future to arrive, it’sWhat does $GOOG Search want to be when it grows upDonald J. Trump Truth Social Post 04:55 PM EST 10/Donald J. Trump Truth Social Post 04:56 PM EST 10/Ummm, so $MSFT said 4.1b of other income loss was Donald J. Trump Truth Social Post 04:55 PM EST 10/On the call, $GOOG management said AI Mode has 75MDonald J. Trump Truth Social Post 03:53 PM EST 10/$GOOG still expects tight capacity for Google Clou$GOOG first question is what impact does agentic ABe me, Google. King of the internet. Search, ads, Sundar says Waymo will add new experiences next yeJust In: Trump says that South Korea has agreed to$META reported a good quarter but guidance had fas$META call just wrapped up. I think I figured out Sundar kicks off $GOOG, saying growth rates of queThe 10-year Treasury yield jumped 9 basis points tJust in: Google is up another 5% after hours Meani$GOOG guided 2025 Capex up by 7%. As expected. LooIt looks like Zuck is most bullish on AI compared $META guided revenue up 3% for December (looking aGood news for $NVDA. Street is looking for $META t$META Capex is going up for next year. CFO says co